02/20/2024
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
Wealth and Asset Management
02/19/2024
Navigating Wealth Management: Morgan Stanley's Christina Au-Yeung Leads the Way in Strategic Investment
In a financial climate where the cautious cling to cash and money market funds, Au-Yeung champions a course towards enhanced income products, steering through the treacherous waters of concentration, performance, and headline risks.
02/19/2024
Rothschild & Co expands Middle East reach with new Riyadh office
This move reflects Rothschild & Co’s commitment and conviction to the growth potential in the Kingdom of Saudi Arabia.
02/19/2024
NBK unveils 'NBK Wealth' for premium wealth management solutions
A world class wealth management group and one of the largest in the region
02/19/2024
Dissatisfied Citi Forces New Telephone Drill on Private Bankers
The new rules are part of efforts to boost the wealth management business.
02/19/2024
Is Italy’s wealth management sector turning a corner?
Mediobanca is the latest financial institution in Italy to expand its business in wealth management
02/19/2024
Ex-Credit Suisse Bankers Need Superpowers
One-third of the recruits are expected to be former Credit Suisse bankers.
02/19/2024
UBS becomes a partner and campus bank of the HSG
UBS will provide substantial support to the HSG Center for Financial Services Innovation
02/19/2024
We're delighted to be supporting NatWest Group's partnership with Team GB ahead of the Paris 2024 Olympic Games.
We’re excited to be partnering with Team GB as their athletes prepare for the forthcoming Olympic Games.
02/19/2024
Butterfield to build on Credit Suisse business
The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.
02/19/2024
7IM expands MPS range on M&G Wealth Platform
The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.
02/19/2024
Ocorian joins global elite as WealthBriefing MENA awards winner
Each of the award categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
02/16/2024
Rockefeller family’s wealth advisory firm expands into Richmond after luring team from Truist
Rockefeller Global Family Office launched its first local operations earlier this month.
02/16/2024
DBS focuses on wealth continuum in Thailand, trims brokerage business
The Singaporean bank has communicated its ambitions for onshore Thailand, outlining its plans to rely on technology and hire experienced bankers in the country at a press briefing.
02/16/2024
There are sales rumors surrounding the Swiss private banking unit
There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.
02/16/2024
Citi wealth management pushes private bankers to record client calls - FT
Private bankers now submit call reports on conversations with clients and are expected to speak with them every 90 days.
02/16/2024
ZEDRA’s new flagship London location reaffirms growing presence in UK Capital
This new location at Birchin Court not only enhances our operational efficiency, it enables us to offer a seamless experience to our clients, and supports our continuous growth.
02/15/2024
Citigroup starts tracking how often private bankers call clients
They have also been encouraged to contact each of their clients at least once every 90 days
02/15/2024
Morgan Stanley laying off hundreds in wealth management unit, source says
The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions
02/15/2024
Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology
The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.