04/05/2023
Credit Suisse Collapse May Put Singapore in the Spotlight
Singapore’s political stability, transparent government policies and pro-business environment remain intact, said Citibank Singapore CEO Brendan Carney.
Wealth and Asset Management
04/05/2023
IDB Bank and Lido Advisors Launch IDB Lido Wealth as Registered Investment Advisor
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
Lombard Odier honoured at WealthBriefing European Awards 2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
Private banks in Egypt issue high-yield savings certificates
In the first reaction to offering these certificates, the Commercial International Bank issued a certificate for a period of 3 years, with a return of 22%, to be paid monthly.
04/05/2023
Eurobank Ergasias Services and S A : Best Bank in Greece by Global Finance | Prestigious awards for the Private Banking in Greece & Cyprus by Euromoney
The winners of this year's awards are those banks that carefully monitored the needs of their customers in challenging markets and offered a wide range of services and achieved strong results, while setting the stage for further growth.
04/05/2023
Mirabaud Repositions Itself for the Future
Like many other wealth managers, it reported a decline in fee-generating assets to 31.5 billion francs from 38.9 billion a year ago, most of it the result of a challenging environment on many fronts last year.
04/05/2023
Assets drop 11% for Quilter as net flows plummet 55%
Quilter also reported a drop in the total restricted Financial Planners from 1,623 in 2021 to 1,502 at the end of 2022
04/05/2023
How Britain getting older and richer has changed wealth management
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Record 96 J.P. Morgan Advisors Selected for Forbes’ 2023 Best-in-State Wealth Advisors List
Five J.P. Morgan advisors named America’s Top Wealth Advisors
04/05/2023
Adviser Services Holdings launches national advice business
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Ogier named Best Offshore Law Firm at WealthBriefing European Awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
Metrobank named PH’s best bank for ultra-high-net-worth clients
It was also named as the Best Bank for the Ultra-High Net Worth clients.
04/04/2023
FNB and RMB Private Bank win 9 awards for excellence in Private Banking at Euromoney
RMB Private Bank won two awards for the Best Bank for Ultra High Net Worth Individuals and Best bank for ESG Investing in South Africa.
04/04/2023
Stanchart Benefits from Significant Shifts in Private Banking
UBS's forced takeover of Credit Suisse announced a little over two weeks ago, is also likely to have an impact notwithstanding Standard Chartered's current strong sweet spot in the mass affluent market.
04/04/2023
Credit Suisse CEO Ulrich Koerner: «A matter of deep personal regret»
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
Private Bank Maerki Baumann Ups Profit Despite Fewer Assets
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
An update from Rathbones
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
SNB's Vice-Chairman Sets Out His Priorities
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
The Syz Group Reports Strong Increase in Net Profit
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
VP Fund Solutions: Value-Holdings Deutschland Fund recognised at the Refinitiv Lipper Fund Awards
The fund invests in listed companies in Germany.