05/14/2024
Seven J.P. Morgan Advisors and 10 Teams Named Barron’s Top 100 Financial Advisors and Top Private Wealth Management Teams
These rankings are two of the most selective in the industry
Wealth and Asset Management
05/14/2024
Wealth management firm eyes rapid expansion
Financial advisers seek likeminded businesses in 10th anniversary year
05/14/2024
Another Swiss private bank expands to Dubai
The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.
05/13/2024
Nedbank Private Wealth recognised as best UK private bank for tenth consecutive year
Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.
05/13/2024
Three William Blair Advisors Ranked Top 100 in America by Barron’s; Four Teams Make Top 250 Teams List
All the advisors recognized are partners of the firm, with an average experience of 27 years in the financial services industry. All three advisors have been named to the list in previous years.
05/13/2024
Vontobel launches Swiss equities fund with strong client backing
The Fund’s investment objective is to deliver relative outperformance in negative, stable, and rising market phases whilst offering a recurring distribution yield of around 7-8 percent per annum from dividends and tax-free capital gains.
05/13/2024
Availability of conversion capital for UBS Group AG Additional Tier 1 instruments issued since November 2023
As a result, as from such date, these instruments are subject to equity conversion (and no longer subject to write-down) upon the occurrence of a trigger event or a viability event.
05/13/2024
Rock and GAM enter into commitment letter for the proposed rights issue
The proposed rights issue of up to CHF 100 million will be offered to all existing shareholders.
05/13/2024
J.P. Morgan Asset Management launches short-term EUR denominated fund
The fund will invest in short-term euro-denominated government or government-backed debt securities
05/13/2024
Broadridge and Kyndryl to Partner in Canadian Wealth Management
The combination of the SIS technology business and Kyndryl managed services with our industry-leading Broadridge Wealth Platform will further accelerate our ability to bring innovation to Canada and meet the increasingly complex needs of Canadian firms
05/13/2024
Where UBS could take CS’s bonuses as a model
In order to stimulate transfers between divisions, the big bank paid special commissions to investment bankers who referred customers to CS asset management.
05/10/2024
ZEDRA confirms completion of fiduciary services business from AlTi Tiedemann Global
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
05/10/2024
ZEDRA announces streamlined Escrow Solution for Pension Schemes of all sizes
The introduction of the solution comes following the reduction of the tax rate on surplus, from 35% to 25%.
05/10/2024
LGT Wealth Management New Edinburgh base at Capital Square
LGT has taken over 9,000 square feet of grade A office space at Capital Square
05/10/2024
Swiss private members club for ultra high net worth is landing in Dubai
The Club helps to envision the future, trains to become investors in startups and deeply connects rare individuals from Europe and the Middle East at unforgettable receptions
05/10/2024
Manulife wealth management posts 25% profit growth
Overall profit gains despite challenges in some key sectors
05/10/2024
UBS ponders dealmaker bonuses for funnelling clients to wealth unit
The Swiss bank is looking to close the gap on US private banking rivals
05/10/2024
Wealth managers uncertain over inflation path for this year
Wealth managers have their own forecasts over inflation trends for this year.
05/10/2024
John Woods: «Strong Gains in the Second Half Are Unlikely»
He believes that the second half of 2024 is likely to generate softer returns of mid to low single digits.
05/10/2024
Chinese Investors Put USD277 Billion Into Wealth Management Products in April
The country’s WMP sector reached a size of CNY28.63 trillion (USD3.96 trillion) as of the end of last month, statistics from the department of research of Citic Securities showed.