05/29/2023
How top banks like JPMorgan and Goldman Sachs train young wealth managers to work with ultra-rich clients
Insider spoke to 4 top banks about how they prepare bankers to work with their most prized clients.
Wealth and Asset Management
05/29/2023
Credit Suisse Throws UBS a Few Curves in China
The current situation in China makes that abundantly clear.
05/26/2023
Three UBS advisors in Florida named to Forbes/SHOOK Top 250 Wealth Advisors list
The list was developed by SHOOK Research and is based on a variety of qualitative and quantitative factors, including in-person interviews, industry experience, compliance records, assets under management, and revenue.
05/26/2023
Four UBS wealth management advisors in Hawaii named to Forbes and Barron’s Top Advisor Lists
This acknowlegment recognizes their experience, professionalism and dedication to providing clients with high quality advice and service.
05/26/2023
Cazenove Capital wins gold for Best Impact/ESG Manager of the year at the Magic Circle Awards
The accolade highlights Cazenove Capital's commitment to sustainability, the depth and breadth of its sustainable investment offering and the strong performance of its impact and sustainable portfolios.
05/26/2023
Friends reunited: The Rathbones 11 set to reunite with old Investec W&I colleagues
Citywire Wealth Manager has learnt the names of 11 former Investec W&I investment directors who left the firm prior to the announcement it was to merge with Rathbones.
05/26/2023
Vontobel: Will there be a big castling?
It was clear that the banker from eastern Switzerland would sooner or later resign after 22 years in the pay of the traditional Zurich bank Vontobel – including twelve years as CEO.
05/26/2023
LUKB achieves the goals of the capital increase
By issuing the new registered shares at a subscription price of CHF 69.00 each, LUKB achieved gross proceeds totaling CHF 488.75 million.
05/26/2023
JPMorgan pushes wealth management goals with private bank's Midwest and South regions
The New York-based banking giant announced plans Wednesday to set up Midwest and South divisions within its private bank's Central Region.
05/26/2023
RBC Brewin Dolphin ‘wows’ Chelsea with Young Couple’s Garden
The couple traversed through various sections of the main avenue garden
05/25/2023
TrustQuay and Viewpoint Complete Merger Transaction
Customers will benefit from more capabilities and products, wider coverage of regulatory environments and enhanced global customer service.
05/25/2023
Close Brothers learns ‘expensive lesson’ from Novitas acquisition
Firm recovered in Q3 after its failed lending arm had caused profits to plummet 90% in first half
05/25/2023
Wealth and relationship managers should prioritise secure messaging in 2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse
05/25/2023
Union Bancaire Privée acquires Angel Japan Asset Management
The transaction will see UBP further strengthen its presence in Japan and is a clear demonstration of UBP’s ambitions to expand its footprint in Asia-Pacific.
05/25/2023
Reuss Private Group AG increases net income with moderate growth
It was not until the fourth quarter that the economy and market recovery again ensured a more positive development.
05/25/2023
Julius Baer – Wrongly Punished?
Julius Baer shares were severely punished on the stock market after the publication of the key data for the first four months of the financial year.
05/25/2023
Indosuez strengthens commitment to arts and culture in renewed partnership with Tai Kwun in Hong Kong
This renewed partnership with Tai Kwun echoes the central place towards social responsibility by Crédit Agricole group and is part of a global and coordinated approach within Indosuez.
05/25/2023
J.P. Morgan Private Bank Introduces South and Midwest Regions
Accelerating business and advisor growth prompts addition of new leadership
05/24/2023
Wren Sterling completes acquisitions in Scotland and West Midlands and gains 860 clients
Active Wealth Management Limited will join Wren Sterling’s Glasgow office .
05/24/2023
UBS, Credit Suisse get closer to mega-merger with systems integration
Bankers at UBS’ Australian offices have been told by senior management the deal is on the cusp on completion