06/23/2023
Citizens aims to double wealth assets in five years after hiring spree
Citizens' new team will focus on developing new wealth clients separate from its existing customers.
Wealth and Asset Management
06/23/2023
Private bank CIOs reveal their best investment calls
Eleven investment chiefs of Europe’s major financial institutions share their best asset allocation moves in the last 12 months.
06/23/2023
Time to look for a wealth manager?
Faced with market turmoil and inflation, many savers want advice but struggle to find affordable support
06/23/2023
Quilter Investors to roll out AUM discount on fund pricing
Effective from 1 July
06/23/2023
Fidelity Adviser Solutions and Conquest complete first integration of Conquest Planning within the UK independent advice market
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
UBS recognised as best bank for wealth management in the Middle East
For the fourth year in a row, Euromoney’s Awards for Excellence recognised UBS as the Middle East’s best bank for wealth management.
06/23/2023
Traditional diversification has ‘reached its limit’, says multi-asset chief
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Geller Opens South Florida Office
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding
06/22/2023
Bernstein Private Wealth Management Launches Bernstein Philanthropic Impact Fund in Partnership with National Philanthropic Trust
Amid the growing popularity of DAFs with philanthropic individuals and families, this enhancement to the firm's platform will offer a high-touch and efficient solution for charitable giving across a range of assets and levels of complexity.
06/22/2023
Rockpool Capital plans to expand regionally with SG office
The Hong Kong multi-family office is opening up shop in Singapore, saying having booking centres in both financial centres is crucial to properly service Asian clients.
06/22/2023
RBC Brewin Dolphin’s Cardiff team moves to new office
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
Class Action Suit Targets Former Credit Suisse Executives
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
Evelyn Partners continues to expand in Scotland with addition of PPM Wealth team
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
Verena Gross of Pictet WM on how relationship management has changed
New head of Swiss-German market Verena Gross says the right senior hires are difficult to find, which is why the group is going back to grassroots.
06/22/2023
BTG Mulls Acquisitions to Build Private-Banking Behemoth
BTG just opened an office in Madrid and in March announced the acquisition of a bank in Luxembourg to serve Latin American costumers, part of its strategy of gaining market share from banks that are giving up their local operations.
06/22/2023
Philip Rodrigs’ £29m fund: We haven’t ‘struggled’ to gain assets
The portfolio manager says his dismissal from River and Mercantile in 2018 has not impacted asset-gathering at his new venture.
06/22/2023
Alvin Lee: «ASEAN Wealth Management is Bullish»
Natural resources, high-tech space, a young population and growing industries in Southeast Asia (ASEAN) will support the region’s economic growth.
06/22/2023
Ratings Agency Warns of Difficult UBS/Credit Suisse Integration
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
Seven J.P. Morgan Wealth Management and First Republic Advisors Named Barron’s Top Women Financial Advisors
All have been on the three most recent Top Women rankings, and some longer.