10/13/2023
J.P. Morgan AUM up 22% vs last year, flat with Q2
Looking at the third quarter of 2022, the firm witnessed long-term net outflows of $24 billion.
Wealth and Asset Management
10/12/2023
Award-winning: VP Bank's annual report has again received several awards
VP Bank Group's annual report won six international awards in 2023.
10/12/2023
UBS: It's a Question of Momentum
The Federal Councillor is to answer questions from the assembled parliamentarians on the circumstances surrounding the collapse, rescue, and sale of Credit Suisse.
10/12/2023
Marc Van de Walle: Integration is a «Superior Model»
Other banking rivals have also made similar moves to integrate various businesses to achieve scale.
10/12/2023
Brooks Macdonald MPS offsets short-term pressure
Brooks’ MPS platform now holds £3.6bn, as fresh demand for its service compensates for pressure elsewhere in its most recent quarter.
10/12/2023
Geneva Private Bank Accelerates Asia Hiring
The Geneva-based bank, owned by the de Picciotto family, manages about $153 billion in assets, 14 percent of which are in Asia.
10/12/2023
Barclays Switzerland targets CHF 30bn after 38 hires
Barclays Switzerland CEO Rahim Daya has ambitious expansion plans for the bank.
10/12/2023
Fairstone strikes deal with Charles Stanley for bespoke MPS mandate
Partnership is Charles Stanley’s latest deal offering bespoke investment solutions to UK advice businesses.
10/12/2023
Charles Russell Speechlys launches private office
Charles Russell Speechlys has officially launched the Charles Russell Speechlys Private Office.
10/11/2023
Titan Wealth acquires Prism Financial Advice Ltd
With Prism’s office based in the north of England, the acquisition represents a valuable opportunity for Titan to expand its geographical footprint across the UK.
10/11/2023
The Centi-Millionaire Report 2023
The Centi-Millionaire Report includes exclusive statistics on centi-millionaires provided by global wealth intelligence firm New World Wealth.
10/11/2023
EdRAM snubbed overpriced Swiss asset manager acquisitions
‘I’m a great believer that the strength of an asset manager is heavily dependent on the strength of its management team,’ he explained.
10/11/2023
Upvest partners with BlackRock to make investing more accessible for millions of Europeans and closes a €30m fundraising round
BlackRock’s broad asset management expertise and leadership in ETFs combined with Upvest’s efficient investment API can power investment offerings for millions of investors.
10/11/2023
UBP to boost Asia wealth management headcount by 50% in 2023
UBP wants to continue to grow clients in both North and Southeast Asia regions
10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
10/10/2023
Waystone Group marks major milestone with the completion of the Link Fund Solutions acquisition
All of the existing LFS UK investment managers and sponsors have transferred to the Waystone Group, demonstrating clients’ confidence in the combined business post-merger.
10/10/2023
$4bn Swiss shop Brainvest merges with Brazilian multi-family office
The Swiss-based Brainvest has locked in a deal with multi-family office Enso as part of its plans to expand into Brazil.
10/10/2023
How Barclays’ big play re-energized its Africa private wealth business
Credit Suisse had just unveiled a strategic refresh that involved divesting its hedge fund business and shifting more resources to wealth management.
10/10/2023
Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud
Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services
10/10/2023
Quintet Private Bank and Moonfare partner to expand private-market access
For Moonfare, the agreement further expands its distribution capacity in the high-net-worth market via a trusted partner operating across Europe.