08/22/2023
Evelyn Partners agrees terms for new prestigious Bristol office at landmark EQ building
The office will provide flexibility for colleagues to work both at desks and in collaborative areas.
Wealth and Asset Management
08/22/2023
StanChart’s Asia CEO Ready for Bumpy Road, Bets on China Wealth
Asia CEO sees ‘fundamental’ need for China wealth to diversify
08/22/2023
Supporting many of the world’s leading families and wealth creators across generations and geographies
Wealth Planning UK – seeing you through the uncertainty of divorce
08/22/2023
Brooks Macdonald partners with family business group
The firm joins forces with Family Business United to provide family business members with financial planning and investment management support.
08/22/2023
Data Management, Analytics, AI and ML: Helping Elevate the Wealth Management Proposition
He believes AI- and ML- enhanced data is central to the future of the industry but warns that the pace of adoption will also be reined in by the compliance and governance difficulties in assessing and then controlling the solutions.
08/22/2023
Wealth management firm makes EQ move
The EQ building is Bristol's first new office development to target Net Zero carbon in operation in accordance with the UKGBC framework.
08/22/2023
The banks have plenty of money for investments
On the other hand, an increased level of costs could prove to be a burden if things don't go so smoothly again in the coming years.
08/22/2023
Julius Baer successfully places CHF 360 million dual-tranche domestic senior unsecured bonds
Both tranches of bonds have been issued in Swiss standard denominations of CHF 5,000 and multiples thereof.
08/22/2023
UBS/Credit Swiss: When Two Merge, a Third Profits
The wealth management divisions of UBS and Credit Suisse occupy first and third place respectively.
08/22/2023
BLKB’s Radicant Bank launches to the public
The mobile banking app is now available to the general public after successfully completing its beta phase.
08/22/2023
Pictet Asset Management Decreases Stake in Deutsche Bank Aktiengesellschaft
Pictet Asset Management SA’s stake in Deutsche Bank is valued at $11,608,000 as of the end of the reporting period.
08/22/2023
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
7 charts on Blackstone’s ‘no-stone-unturned’ approach.
08/22/2023
Citi Private Bank bullish about 2023, growth in ultra-high-net-worth clients mainly from S’pore
Mr Lee said many Citi clients also moved up from Citigold Private Client to the private bank.
08/21/2023
RBC snags giant $5.5 billion team from UBS in Atlanta
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
08/21/2023
Latimer Wealth Management Joins Steward Partners
Former Merrill Team Launches Steward Partners' Second Location in Florida, with Plans for Expansion
08/21/2023
Pictet is Outsourcing its Main Procurement Activities
Because Chain IQ manages procurement for several companies, it can help Pictet achieve purchasing efficiencies it wouldn't be able to on its own.
08/21/2023
Citigroup Expands Wealth Client Base in Asia Amid Global Push
A report from Boston Consulting Group indicates that the region boasts approximately $55 trillion in financial wealth, standing second only to North America.
08/21/2023
GAM Responds to Lletter from Rock Investments SAS
GAM has written to Rock setting out its response and the key points in that letter are set out below.
08/21/2023
ZKB – Hüst und Hott at branches?
This is no small matter - and contrasts with the cuts in the branch network of the Zürcher Kantonalbank in recent years.
08/21/2023
BBVA boosts its Private Banking high net worth unit in Spain with 28 new bankers
The unit has teams specializing in wealth planning, market analysis and strategy, and investment solutions.