05/15/2023
Citi Private Bank Named Best for Ultra-High Net Worth in Asia and Hong Kong
Citi banks one-third of Asia’s billionaires.
Wealth and Asset Management
05/12/2023
CI Financial Reports Financial Results for the First Quarter of 2023
All financial amounts in Canadian dollars at March 31, 2023, unless stated otherwise.
05/12/2023
How asset managers came to rule the world
Legion stories about the modern world are told through the lens of Silicon Valley.
05/12/2023
Stratos Expands Services For Wealthy With BWM Stake
Stratos Wealth Holdings oversees $22.8 billion in brokerage and advisory assets.
05/12/2023
HSBC assets grow on the back of the Credit Suisse takeover
HSBC has attracted USD22 billion globally in net new money in the first quarter, with almost two-thirds of that coming from Asia, Nuno Matos, global head of wealth and personal banking, said in an interview.
05/12/2023
Credit Suisse Cedes MSCI Spot to Insurer
Credit Suisse shares will be included in the MSCI Small Cap Index until they disappear completely when they are exchanged for UBS shares with the completion of the takeover.
05/12/2023
EFG President: «There is still a month left to recruit CS people»
That's about as long as it takes for the many employees at CS to know how things are going with them and their jobs.
05/12/2023
Domani Wealth joins Savant Wealth Management
Company will maintain it Berks location
05/12/2023
Schroders boss: Asset management must ‘come to the party and embrace risk’ to revive London markets
His comments come amid a period of soul-searching in the Square Mile as regulators and officials scramble to revive London’s listing market after a number of firms seemed to ditch the capital in favour of New York.
05/12/2023
Outflows Stopped at Credit Suisse, UBS CEO Says
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/12/2023
The battle of the bulls and bears -Monthly Udpate
There’s currently an important difference of opinion among investors about where markets might go next. And we believe caution is key until it’s resolved.
05/12/2023
Perspective completes four deals amid “biggest ever” M&A pipeline
Perspective, which received backing from CBPE Capital in 2020, has established itself as one of the major consolidators in an ongoing wave of M&A activity in the UK’s wealth management sector.
05/11/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on Artificial Intelligence as Financial Advisor Tool
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients
05/11/2023
Blackstone, Apollo were among about 20 bidders for SVB's assets
The bids, which closed on March 10, were followed by First Citizens BancShares purchasing all the loans and deposits of SVB later that month
05/11/2023
UBS Sees Problematic High-Risk Lending in Asia at Credit Suisse
The lending relationships prompting concerns are ostensibly in higher-risk markets such as Indonesia, Vietnam, Malaysia, and India, and these assets could either be run off or disposed of.
05/11/2023
Endowus Wealth Insights Report 2023: Over 60% of Singaporeans have investing experience, yet more than half still invest emotionally
Inflation and the increase in the cost of goods and services (86%) remain the biggest financial concern in 2023
05/11/2023
Evelyn Partners joins with Flagstone to give clients access to platform offering multiple deposit accounts
The platform allows clients to keep up with the top interest rates and spread their money across several accounts
05/11/2023
Hurst Point Group acquires independent wealth management and corporate solutions practice Helm Godfrey
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
The best family law barristers for high-net-worth clients in 2023
Welcome to the Spear’s ranking of the best family law barristers for high-net-worth individuals in the UK
05/11/2023
Double Acquisition Establishes Northern Ireland Presence for Wren Sterling alongside further North-West Expansion
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.