07/10/2023
UBS Global Wealth Management is re-entering Australia and India, following its acquisition of Credit Suisse, and will again be up against strong local competition, as well as overseas firms.
07/10/2023
Client demand for private equity and credit remains strong and Lavanya Chari’s team is planning new strategies.
07/10/2023
The plan is to move to the "Alto Pont-Rouge" building in the heart of the new Praille-Acacias-Vernets (PAV) district.
07/10/2023
From UK equities to uninvestable Europe, chief investment officers of major European private banks talk frankly about the trades they missed or got wrong in the last 12 months.
07/10/2023
The new branch will bring its wealth management services to family offices in the region, which has one of the biggest fintech ecosystems in the UK.
07/07/2023
AJ Wealth was advised on the transaction by Park Sutton Advisors, which manages assets totaling $65 billion, Cerity said.
07/07/2023
This will extend Quintet’s investment capabilities, significantly strengthening its ability to meet the long-term needs of its clients while retaining full control of all its investment decision-making.
07/07/2023
The Addition of Ryan Financial, Inc. Increases Wealth Enhancement Group's Presence in Denver, Colorado
07/07/2023
Khan hosted events in the two top Asia hubs for hundreds of UBS and Credit Suisse wealth staff.
07/07/2023
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
BNP Paribas Wealth Management has won seven awards at the WealthbriefingAsia and WealthBriefing Greater China Awards 2023, in recognition of its achievements in delivering innovative and quality wealth management solutions.
07/07/2023
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.
07/06/2023
The first in the series is a 360-degrees film, showcasing an older man who is in the early stages of cognitive decline following bereavement.
07/06/2023
This year’s Awards saw a record number of 343 submissions.
07/06/2023
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.
07/06/2023
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
The job cuts will affect around 15% of the software giant’s global workforce.
07/06/2023
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.