03/28/2024
J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans
Over 10 million customers are using Wealth Plan to take control of their financial future
Wealth and Asset Management
03/28/2024
Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023
Strategic plan progress delivers strong, profitable growth
03/28/2024
Could it be time to change your wealth manager?
Most importantly, all this should be on your chosen terms.
03/28/2024
Geneva minnow is crowned best private bank in Switzerland
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
UBS publishes Annual Report and Sustainability Report 2023
UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023
03/28/2024
Canaccord CEO: The ‘demonic’ private equity stereotype is changing
David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.
03/27/2024
Introducing our first Wealth Management Platform release of 2024
Once generated, the advisor can download the analysis as a PDF to share with your clients.
03/27/2024
Deutsche Bank repositions itself among the super-rich
Although there are relatively few clients in this segment, the business is highly profitable.
03/27/2024
FNB awarded Africa’s best international private bank
This is the second consecutive year FNB is receiving the award from Euromoney.
03/27/2024
GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress
GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.
03/27/2024
2023 Annual Results: Mirabaud announces results in line with its strategic ambitions and continues to Demonstrate Solidity
These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.
03/27/2024
UBS Group AG (UBS) and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP
As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.
03/27/2024
Euromoney Global Private Banking Awards 2024 LGT Wins Seven Awards
This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.
03/27/2024
Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds
HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work
03/27/2024
JPMorgan bets on new wealth planning tool to draw investments
JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.
03/27/2024
WealthTech’s new horizon: Catering to the Millennial and Gen Z investment wave
This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.
03/26/2024
JP Morgan Private Bank's head of China retires
The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.
03/26/2024
How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals
HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy
03/26/2024
REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.
03/26/2024
Prince Max von Liechtenstein: «Annual Returns Are Meaningless»
Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.