06/12/2024
Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.
06/12/2024
The best and brightest private banks in the industry were honoured.
06/12/2024
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.
06/12/2024
DBS is also aiming to double the number of wealthy clients with assets worth at least S$1 million and above by end 2026
06/12/2024
The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda
06/12/2024
More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.
06/12/2024
The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.
06/12/2024
The market is currently dominated by products that aim to optimise returns.
06/11/2024
Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.
06/11/2024
The establishment of this branch comes after the firm announced last year
06/11/2024
HSBC has one of the largest wealth service networks of foreign banks in mainland China
06/11/2024
The fund, made available exclusively to UBS clients until the end of August, ‘fits well into what the shelf is missing’, said Columbia Threadneedle’s Mark Chan.
06/11/2024
The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.
06/11/2024
Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.
06/11/2024
U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled
06/11/2024
The current market was "the most complicated environment I have ever seen in terms of economics".
06/10/2024
The bank has set up its first variable capital company fund umbrella in Singapore and will use this to launch a series of funds initially only available to high net worth clients.
06/10/2024
The external asset manager founded by former Bank of Singapore aims to continue its hiring spree, with the majority set to be recruited for its new mass affluent service, Wrise Prestige.
06/10/2024
The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.
06/10/2024
The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.