03/06/2024
Perigon Wealth Management Expands With Two New Firms
The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.
Wealth and Asset Management
03/06/2024
Mercer buys $2.5bn UHNW RIA
The deal is the third — and by far the largest — of the year for Mercer.
03/06/2024
UBS’s Antonia Sariyska on carbon tracking in wealth management
When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.
03/06/2024
Maerki Baumann launches new brand for its crypto services
The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.
03/06/2024
Rathbones: Results Statement
Full Year to 31 December 2023
03/06/2024
Rathbones forks out £6m to retain key staff after Investec W&I deal
Rathbones forks out £6m to retain key staff after Investec W&I deal
03/06/2024
PB execs say industry should focus on retention of quality female talent
Senior private banking execs say the issue with female talent lies in retaining them, rather than hiring them.
03/06/2024
Why Julius Baer advisory head is sceptical of semi-liquid funds
Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.
03/05/2024
JP Morgan AM extends iCapital partnership in Apac wealth push
The US asset manager is making its alternatives funds available to wealth managers across Asia Pacific through the iCapital platform.
03/05/2024
Bentley Reid appoints Paul O’Neill as chief investment officer
Most recently, he has worked as a strategic change project manager for Schroders, Hermes and Fidelity.
03/05/2024
Belmont Capital Advisors Embarks on Significant Expansion to Broaden Wealth Management Services
Belmont Capital Advisors' decision to expand its operations is driven by a growing demand for personalized wealth management services.
03/05/2024
Adviser appetite to launch own platform tails off
Firms need and want control of the data.
03/05/2024
CBH Compagnie Bancaire Helvétique 2023 annual results
CBH Bank reports continued business and revenue growth in 2023
03/05/2024
Marshall Wealth Management Group has a new name for a new beginning
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
03/05/2024
2023 Annual Results BCGE
Record profit and dividend
03/05/2024
Annual financial statements of Credit Suisse real estate funds as of December 31, 2023
In line with developments on the investment market, the external valuation experts have raised the discount rates.
03/05/2024
Bank BSU: Online mortgages are also proving to be a driver
Mortgage financing, the regional bank's main business, increased in the 2023 financial year.
03/05/2024
Private banks’ profits will reach 3.3 billion in 2023, an increase of 74.2% compared to the previous year
Unsurprisingly, margin income, totaling €6,965.8 million across the six banks, justified the increase in profits.
03/05/2024
Goldman Sachs wealth-management executive warns against buying Chinese stocks, citing tepid growth, opaque policy
The bearish call reflects jitters among overseas investors about the outlook for the mainland China economy
03/04/2024
Indosuez WM: Female Attributes Prosper in Wealth
When compared to other areas of the financial sector, there is a particularly prominent share of females employed in Asia’s private wealth industry.