10/03/2023
Christel Rendu de Lint and Georg Schubiger to succeed Zeno Staub as Co-CEOs of Vontobel
The Board of Directors of Vontobel reached this decision on October 2, 2023, after completing a rigorous process to appoint Zeno Staub’s successor.
Wealth and Asset Management
10/03/2023
Hurst Point Group acquires Helm Godfrey
The acquisition advances Hurst Point’s ambition of becoming a truly national wealth management business, with a presence in major cities across the UK.
10/03/2023
Julius Baer strengthens its External Asset Management business with a dedicated desk in Dubai
The newly established desk’s proximity to external asset managers (EAMs) and independent financial advisors will enable Julius Baer to further develop the local business in the UAE.
10/03/2023
Rothschild & Co named Corporate Financier of the Year at the Unquote British Private Equity Awards
This is the sixth time GA have received this award
10/03/2023
UBS Launches Digital Structured Products in Asia
Users can access structures linked to 1,500 underliers across major equity markets and confirm trades within minutes.
10/03/2023
UK wealth manager makes double acquisition
Adding £220m in assets under management
10/03/2023
Howden Rebrands Global Brokerage Unit
The Howden brand will be represented by 15,000 people in 50 countries
10/03/2023
How RBC Wealth Management is handling inflation
VP of financial planning specialists outlines how persistent inflation has impacted client plans
10/03/2023
Bär & Karrer counsels Vontobel on US$400 million AT1 bond placement
The bonds are to be privately placed with Apollo Global Management managing the funds.
10/02/2023
Hong Kong - HSBC Welcomes Enhancements to the Cross-boundary Wealth Management Connect Pilot Scheme
It continues to unleash the demand for cross-boundary wealth management services.
10/02/2023
Banking's New Reality has Arrived
When Citi CEO Jane Fraser recently announced a far-reaching reorganization of the US financial group, she used unusually harsh language.
10/02/2023
AssetCo completes £4.1m acquisition of Ocean Dial Asset Management
Merge with River and Mercantile
10/02/2023
J. Safra Sarasin Snaps up HNWI Team from Credit Suisse
The branch will be headed by Stefan Holderegger, reporting to Yves Sarasin, head of private banking for domestic clients.
10/02/2023
UBS goes live on Broadridge’s New Distributed Ledger Sponsored Repo Solution
DLT powered solution built on Broadridge’s distributed ledger repo platform drives cost savings and reduces operational risk for clients
09/29/2023
Macquarie Asset Management announcements regarding Renewi Plc
Renewi is a leading waste-to-product company with operations in the Netherlands, Belgium, and the UK.
09/29/2023
How Expensive is Swiss Private Banking?
The most important finding is there are large cost differences between the banks.
09/29/2023
These are the priorities of German banks and asset managers
At the same time, competition is increasing and private individuals are hiring fewer asset managers.
09/29/2023
Greater Bay Area’s Wealth Management Connect scheme to expand eligibility, product range, investment limits
Expansion of eligible southbound and northbound products aims to better meet GBA residents’ demands for diversified investments, HKMA says
09/29/2023
Another 100 Credit Suisse staff to move to UBS Singapore office in October
Colocation efforts are also planned for UBS's offices in Hong Kong and Japan.
09/29/2023
Geneva Private Bank Wants to Make a Big Splash in Dubai
Malik was appointed by Lombard Odier in April to head its Dubai office.