08/28/2024
The latest move: EFG Harris Allday joins 103 Colmore Row
Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.
Wealth and Asset Management
08/28/2024
Laurent Gagnebin: “There is some movement in the banking sector”
A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.
08/28/2024
LLB Invest merges multi-asset funds
Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.
08/28/2024
Rothschild & Co Zurich’s profits decline on lower interest income
The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.
08/27/2024
Barclays to shut wealth management services in 130 countries
Barclays announced plans in April to restructure its wealth business
08/27/2024
LLB Group with further increase in profit
The bank group again increased its profit.
08/27/2024
Former Credit Suisse Marketing Chief Reemerges
He received several awards for his ability to create an emotional connection to what are often considered «dry» financial products.
08/27/2024
HSBC looks to double UK wealth business as banks target 'mass affluent'
Big banks have traditionally shunned the mass affluent
08/27/2024
Wealth management & taxes: planning for financial prosperity
Working with an advisor and proactively investing in wealth management tax strategies could substantially lower how much you and your family members owe.
08/27/2024
BancaStato Group Half-Year Financial Results 2024
After an unrepeatable 2023, the operating result falls by 16.0% and reaches 85.7 million, still double that of 2022.
08/27/2024
Mark Tibergien Recognized with Lifetime Achievement Award at the 2024 Wealth Management Industry Awards
Tibergien will be presented the lifetime achievement award at the upcoming Wealth Management Industry Awards celebration
08/27/2024
Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Developing the next generation of financial advisors is a top priority for our team
08/27/2024
From Geneva to Dubai: Lombard Odier shares its private banking ambitions in the Middle East
Malik is based in the gate building of the Dubai International Financial Centre.
08/27/2024
St James’s Place: UK’s largest wealth manager kicks off share buyback
St James’s Place also announced it had taken in £1.9bn in new client money over the period, above the £1.3bn expected by analysts.
08/27/2024
Tatton launches joint DFM ventures with two IFAs for first time
Two advice firms have created joint DFM ventures with MPS provider Tatton, with all parties benefiting from discretionary management fees.
08/27/2024
Martin Schilling: «The Redistribution of CS Funds is Yet to Come»
Against this backdrop, he expects that in a few years there will be only about 60 wealth management banks, as he further notes in the interview with finews.tv.
08/27/2024
Hargreaves Lansdown’s acquisition by private equity could herald a new era for wealth management
Could this be the start of a whole new era of consolidation?
08/27/2024
UBS Wealth Management raises odds of U.S. recession to 25% from 20%
Earlier this month, J.P. Morgan raised the odds of U.S. recession by the year-end to 35% citing easing labor market pressures, while Goldman Sachs lowered its probability of a recession in the next 12 months to 20%.
08/27/2024
Explosive Growth of Crypto Millionaires in 2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/23/2024
Many Wealthy Individuals Still Concentrate Assets in One Country Despite Global Diversification Trends
The shift towards diversifying asset locations has been driven by various factors, including geopolitical risks, second-home residency, and children’s education abroad.