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.
Wealth and Asset Management
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.
03/26/2024
RBC says SJP could be bid target as it slashes rating
RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.
03/26/2024
Why diversification matters amid buoyant markets
Why diversification matters amid buoyant markets
03/26/2024
Fairstone completes acquisition of £110m AUM IFA
Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.
03/26/2024
SJP partners with Sky Arts for first TV sponsorship
SJP’s sponsorship has been facilitated by Sky Media and Mindshare UK.
03/26/2024
LLB Switzerland opens location in Zurich
The private banking and corporate customer teams in Zurich are ready for the opening.
03/26/2024
Will the UBS share price fireworks dry up after Easter?
This is causing nervousness among investors.