02/02/2023
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
Wealth and Asset Management
02/02/2023
Deutsche Bank reports 2022 profit before tax of € 5.6 billion
Profit before tax was € 5.6 billion in 2022, up 65% over 2021.
02/01/2023
Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
02/01/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
02/01/2023
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
02/01/2023
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
02/01/2023
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
02/01/2023
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.
01/31/2023
M&G Wealth unveils investment app
The minimum investment is £500 and is only available to UK residents.
01/31/2023
Wrise Launches Hong Kong Wealth Unit
Wrise Wealth Management Hong Kong has also appointed financial veteran Marcus Wong as vice chairman of the new business.
01/31/2023
Alan Boswell Group buys finance firm ARW Wealth Managers Ltd
As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.
01/31/2023
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.
01/31/2023
Overtrading risks damaging your portfolio
Asia performed well again last week and looks likely to continuing doing so aided by robust data, China re-opening, and reduced concerns about a significant tightening of monetary policies.
01/31/2023
UBS's fourth-quarter and full-year 2022 results
2022 net profit of USD 7.6bn, 17.0% return on CET1 capital
01/31/2023
Media release on the annual financial statements
Zürcher Landbank breaks the billion mark
01/31/2023
Secure citizenship in St Kitts and Nevis while being a resident in Thailand
As a country in Southeast Asia, Thailand is known for its tropical beaches and rich history.
01/31/2023
The sun will shine for Ralph Hamers in 2023
If you add up the proposed dividend of 55 US cents per share and the share buybacks that have been carried out, then the major Swiss bank is returning 7.3 billion dollars to UBS shareholders.
01/31/2023
Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income
On a full-year basis, operating income for the year rose 7.1%
01/31/2023
HSBC trust business wins gold at Citywealth IFC Awards
Winners are selected based on their achievements, their innovative approach and their clear expertise by an international panel of highly respected practitioners from multiple jurisdictions.