Managers of Wealth

Deutsche Bank Mulled Buying Parts of Credit Suisse

The report said that should Credit Suisse consider hiving off additional businesses, the plans could be reactivated.

Singapore banks see fall in wealth management fees as rich clients turn cautious

OCBC’s results wrap up Singapore’s latest bank earnings season, where local rivals DBS Bank and UOB also suffered from lower fees managing rich clients’ funds.

IQ-EQ shortlisted for three awards in 2023 Citywealth Brand Awards

Ellie Cowen, Events & Marketing Executive in our Group Marketing team, has been shortlisted for the ‘Rising Star’ award

Walker Crips’ wealth management arm to rebrand as Walker Crips Financial Planning

This new name better reflects the full range of financial planning services the team of highly qualified financial planners can offer clients as they look to achieve their short, medium and long-term financial goals.

UBS Said to be Applying For China Fund License

That opened the door for other institutions to follow suit, including Blackrock, Goldman Sachs, and JP Morgan Chase which have since obtained various licenses from Chinese regulators to expand their businesses in the Middle Kingdom.

Private Equity Billionaire Jean Salata’s Wealth Jumps On Blockbuster $6.7 Billion Deal

A month earlier BPEA had closed a new fund totaling $11.2 billion, one of the largest private equity funds ever raised by an Asia-based private equity firm.

Raffles Family Office welcomes Hong Kong Government's initiatives for asset and wealth management industry

The government will also refine regulatory measures and tax arrangements, increase allocation to sustainable investment funds

Macquarie Asset Management provides acquisition debt financing to Energy Infrastructure Partners

Completion of Energy Infrastructure Partners’ investment in Fluxys was reached in February 2023 following approval by the Belgian regulator.

Asset Managers as Harbingers of a New Wave of Swiss Mergers

Movement among EAMs was primarily brought about by the change in the regulatory environment requiring firms to apply for a Finma license by the end of 2022.

Cembra reports strong full-year results, with net income up 5%

Net financing receivables in auto leases and loans increased by 6% to CHF 3.0 billion in the reporting period.

Julius Baer extends real estate offering in Geneva

Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.

KGI Asia Sage leverages Extramile to craft extraordinary wealth solution

Extramile further empowers KGI Asia's professional team's ability to offer unrivalled structured products solutions based on clients' need anytime, anywhere.

Vontobel launches two emerging market debt funds

Wouter Van Overfelt to manage both

Standard Bank Wealth and Investment SA wins Best Private Bank Award

The winners are those institutions whose qualities rate highly with high-net-worth individuals choosing a wealth management provider.

Rothschild & Co expands North America reach with New Miami Office

Expansion will enhance Global Advisory business by combining the breadth of its advisory offering and unique perspectives to clients in South Florida’s fast-growing, international business and finance hub

Major League Soccer and RBC Wealth Management announce multi-year partnership

Additionally, RBC Wealth Management's MLS partnership will include brand integration across platforms, including streaming, digital, in-stadium and on-site activation at marquee MLS events.

Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list

Rebecca and Leslie were also named to the Forbes America’s Top 100 Women Wealth Advisors list for 2023.

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Wealth and Asset Management