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Wealth and Asset Management

06/12/2024

Merger of Swiss units of UBS and Credit Suisse could happen by July

The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda

06/12/2024

Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.

06/12/2024

“Forget unrestricted market access to Europe”

The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.

06/12/2024

Structured products: a strategic solution

The market is currently dominated by products that aim to optimise returns.

06/11/2024

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

06/11/2024

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

06/11/2024

HSBC completes the acquisition of Citi’s retail wealth management portfolio in mainland China

HSBC has one of the largest wealth service networks of foreign banks in mainland China

06/11/2024

Columbia Threadneedle partners with UBS for Japan equities fund launch

The fund, made available exclusively to UBS clients until the end of August, ‘fits well into what the shelf is missing’, said Columbia Threadneedle’s Mark Chan.

06/11/2024

WealthSelect adds two new funds to Sustainable range

The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.

06/11/2024

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

06/11/2024

SocGen struggles to strike deal for custody unit, sources say

U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled

06/11/2024

BNP Paribas Fortis: the most complicated environment yet

The current market was "the most complicated environment I have ever seen in terms of economics".

06/10/2024

StanChart launches SG fund structure for wealth clients

The bank has set up its first variable capital company fund umbrella in Singapore and will use this to launch a series of funds initially only available to high net worth clients.

06/10/2024

EAM Wrise targets 200 RM hires across Hong Kong and Dubai

The external asset manager founded by former Bank of Singapore aims to continue its hiring spree, with the majority set to be recruited for its new mass affluent service, Wrise Prestige.

06/10/2024

Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals

The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.

06/10/2024

Edmond de Rothschild REIM completes build-to-rent development in Nottingham for its Residential Investment Platform

The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.

06/10/2024

Swiss sustainability-related investments see slight growth

Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach

06/10/2024

J.P. Morgan Private Bank releases 2024 Mid-Year Outlook

To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.

06/10/2024

Prime Quadrant selects iCapital as fund manager for HNWIs

iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.

06/10/2024

Standard Chartered seeks to grow international banking business; targets double-digit growth for affluent client base

At present, Standard Chartered has four international wealth hubs in Jersey, the United Arab Emirates (UAE), Singapore and Hong Kong.

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Stonehage Fleming emphasises time, patience and discipline for successful investing

04-09-2026

Temenos announces completion of its second 2025 share buyback program

04-09-2026

Royal London Asset Management hires Brooks Macdonald’s head of business development

04-08-2026

Citi sets aggressive targets for bankers in wealth management unit

04-07-2026

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

04-08-2026

Family offices embrace AI for operations but hold back on investment

04-07-2026

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04-09-2026

Trust drives growth – Kaiser Partner Privatbank AG reports a significant increase in results

04-07-2026

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

04-10-2026

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

04-10-2026

Private banking for a new generation: How millennials approach wealth in the UK

04-10-2026

Investors need to rethink the "factor" approach

04-10-2026

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

04-10-2026

Is the AI boom bursting wealth management’s bubble?

04-10-2026

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

04-10-2026

UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.

04-10-2026

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