07/11/2023
Property slowdown could boost sustainable investing: ZKB
Real estate investors have more choice following the rise of interest rates believes Zürcher Kantonalbank’s real estate head.
Wealth and Asset Management
07/11/2023
Schwab sharpens focus on distinct needs of wealthiest client groups
The firm has launched two brands to differentiate between high-net-worth and ultra-high-net-worth clients
07/11/2023
High net worth Brits are paying thousands for EU citizenship post-Brexit
There has been an “untold increase” in the number of wealthy Brits paying for golden visas and citizenships in Europe.
07/10/2023
UBS cuts LGT Crestone’s access to research ahead of mega merger
Private wealth advisers rely on troves of exclusive research from global banks across equities, fixed income and foreign exchange, to guide investment decisions on behalf of their clients.
07/10/2023
Saudi National Bank was denied taking 40 per cent Credit Suisse stake: report
FINMA must give its approval for a foreign investor to take a stake of more than 10 per cent in a major Swiss bank.
07/10/2023
Private bankers at EFG, Bank of Singapore set big targets as Hong Kong offers ‘next big leap’ in wealth management
Family offices will be ‘the next big leap’ for private banks using Hong Kong as a hub, Gordon Tsui of Hong Kong Securities and Investment Institute says
07/10/2023
UBS GWM's re-enters onshore markets, taking on dominant local players
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
HSBC PB global investment head tips private markets to continue strong run
Client demand for private equity and credit remains strong and Lavanya Chari’s team is planning new strategies.
07/10/2023
Geneva banking district loses another institution
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
Private bank CIOs reveal their worst calls in last 12 months
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
JP Morgan Private Bank launches first regional arm in Manchester
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
Cerity Partners Adds UHNW Firm in New York
AJ Wealth was advised on the transaction by Park Sutton Advisors, which manages assets totaling $65 billion, Cerity said.
07/07/2023
Quintet selects BlackRock to extend investment capabilities
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
Wealth Enhancement Group Expands by Adding Ryan Financial, Inc., a Hybrid RIA with Over $200 Million in Client Assets
The Addition of Ryan Financial, Inc. Increases Wealth Enhancement Group's Presence in Denver, Colorado
07/07/2023
UBS Wealth Chief Underlines Focus on Fresh Assets
Khan hosted events in the two top Asia hubs for hundreds of UBS and Credit Suisse wealth staff.
07/07/2023
ARC: Riskier wealth portfolios rebound as rate hike fears hit gilts
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
Seven Wins at the WealthBriefingAsia Awards 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
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Liontrust shareholders approve proposed acquisition of GAM
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
SJP to roll out virtual reality to help advisers with vulnerable clients
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.