05/09/2023
Succession scoops up £170m Scottish IFA in M&A push
Edinburgh-based IFA Spence & Spence become the firm's second acquisition under Aviva's ownership.
Wealth and Asset Management
05/09/2023
UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
05/09/2023
Hong Kong and mainland Chinese authorities plan GBA Wealth Management Connect scheme overhaul, allowing Chinese investors access to global equities
GBA authorities finalising details of expanded Wealth Management Connect scheme, allowing mainland investors to buy global equity products
05/09/2023
Chiman Kwan: «Crisis Forced Them to Recognize the Importance of Diversification»
As a result, many of them have been forced to review their risk management strategies and explore a broader range of investment options.
05/08/2023
UBS chief draws up Credit Suisse leadership shortlist
UBS in March agreed to take over its rival for 3 billion Swiss francs ($3.37 billion), assuming up to 5 billion in losses as part of a deal hastily arranged by Swiss authorities
05/08/2023
Where do UHNWs bank and why? The UK’s most exclusive private banks
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
05/08/2023
The World’s Top 10 Highest-Paid Wealth Management Executives, 2022
In 2022, the CEOs of the top 10 firms in wealth management were paid an average of $27 million.
05/08/2023
Can digitalisation democratise Swiss private banking?
Customers searching for banks to meet their everyday needs have seen an explosion of options in Switzerland, just as in almost every European country.
05/08/2023
The role of customer experience in wealth management strategy
New consumer groups offer a great deal of growth potential for wealth firms
05/08/2023
Bank Muscat wins Best Private Bank Award from EMEA Finance
The award sheds light on the professional standards achieved by the bank, in accordance with international standards and practices.
05/08/2023
Ultra-Rich Investors Ready To Put Cash To Work, Goldman Says
The survey was the second bi-annual “Eyes on the Horizon” report, designed to uncover trends among 166 Goldman Sachs family office clients around the world, where the threshold is $500 million in assets but 72% have at least $1 billion.
05/05/2023
Wells Fargo is pushing for quantity over quality in its private bank
Today, we've got stories on Goldman Sachs shaking up leadership in its investment bank, a new executive role in Bank of America's tech division, and what the most expensive home in the US looks like.
05/05/2023
UHNWs increasingly open to DPM structured products, says RBC WM
The Canadian private bank is planning to offer more structured products and a hybrid advisory model to increase stickiness among its Asia-based clients.
05/05/2023
UK Enterprise Fund: Backing Female-Led Businesses
Meet three fantastic businesses set up by women that were backed by the UK Enterprise Fund, which we created with one of the most active growth capital investors in the UK.
05/05/2023
Pictet Banker Verena Gross: «Zurich is our second home market»
Given the epochal events in Zurich, a new boss is required.
05/05/2023
Banking stress gives Fed pause. ECB’s job is not yet done
As the debate over future policy and rate cuts continues, much will depend on the evolution of stresses in the banking system, as well as on the trajectory of inflation and growth.
05/05/2023
Lombard Odier wants to increase significantly in Private Markets
The Geneva-based private bank intends to expand its offering in the areas of private debt, venture capital and private equity.
05/05/2023
Geneva wealth manager weighs legal action against Liontrust deal
NewGAMe and Bruellan, which own 8.3% of GAM, believe Liontrust’s £96m deal undervalues the business.
05/05/2023
High-net-worth family preparing for the generational transfer of wealth
As the children grow older and become more acquainted with the family’s portfolio, they will be more involved in the review and decision-making processes of wealth stewardship.
05/05/2023
Poor ESG returns putting off HNW investors
Interestingly, despite our data revealing millennials are driving the popularity of ESG investments