06/14/2024
UBS Inherits the Good and the Bad From CS in Asia
Just one year later, the enlarged Swiss bank is already experiencing this burden firsthand.
Wealth and Asset Management
06/14/2024
Fidelity and Envestnet Launch Joint Wealth Management Platform
Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.
06/14/2024
Lombard Odier Extends Mizuho Tie-Up to Sustainability
The Swiss bank will also act as a strategic advisor and consulting partner to Mizuho.
06/14/2024
LGT wins a German Brand Award
It was created together with the Berlin agency init.
06/14/2024
Wealth management in Vietnam: evolution and innovation
Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.
06/13/2024
Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs Defensive Equity ETF
The Fund’s shares will no longer trade on NYSE Arca after market close on July 12, 2024, and the shares will subsequently be de-listed.
06/13/2024
Citi's new wealth boss Sieg reshuffles leadership, pledges higher returns
"Investors are, and should be, very disappointed about the returns in this business and so I don't think it should surprise anybody that we needed to drive significant change across the team," Sieg said in response to a question about the l
06/13/2024
Quilter Cheviot turns focus on alternative investment trusts as part of engagement programme
Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.
06/13/2024
Wrise confident new wealth partner has ‘sound’ financials
Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.
06/13/2024
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
06/13/2024
Goldman Sachs aims to double lending to wealthy private bank clients
Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million
06/13/2024
Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months
Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.
06/13/2024
Citigroup's Wealth Management Division Grappling With Efficiency Issues
The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.
06/13/2024
Highvern Private Wealth team members included in eprivateclient NextGen Leaders list
Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.
06/13/2024
Edmond de Rothschild Announces the Launch of an Infrastructure Debt Strategy in Saudi Arabia
This investment platform will bring complementary liquidity to existing equity and senior debt instruments
06/12/2024
Harnessing AI and emerging technologies: applications in wealth management
Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage
06/12/2024
Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
06/12/2024
Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?
Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.
06/12/2024
Private Banking & Wealth Management London Awards 2024 winners unveiled
The best and brightest private banks in the industry were honoured.
06/12/2024
Capturing wallet share: Delivering on the UHNWI top 10 list
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.