02/05/2024
$1.3 Billion Advisor Team Joins UBS in Albany, New York
James Hart brings over 30 years of wealth management experience to UBS.
Wealth and Asset Management
02/05/2024
Zuger Kantonalbank achieved very pleasing annual results for 2023
The economic outlook for 2024 is mixed.
02/05/2024
Anna Bretschneider: “The challenges are looking for me”
Now, like the entire financial industry, we had to face new and previously unknown challenges.
02/05/2024
Successful Entrepreneurs Building Family Dynasties
Therefore, many families must significantly grow their fortunes, proving each family member's power comparable to what they have today.
02/05/2024
Six international contentious and non-contentious private wealth specialists recognised in the latest edition of the Private Client Global Elite Directory
The Private Client Global Elite Directory was created with the awareness that referrals and recommendations are absolutely key to the private client sector.
02/05/2024
Wealth Management Trends Transforming the Industry in 2024
Expect a renewed focus on emerging technologies, stable returns, and newer customer segments for wealth management firms.
02/05/2024
How Brewin Dolphin picks fund managers for its £6.5bn range
A real red flag for us would be if they make an investment decision that looks unusual, relative to how they normally invest.
02/02/2024
Steven Cohen's Point72 Asset Management Acquires New Stake in Iterum Therapeutics PLC
The transaction was executed at a trade price of $1.58 per share, marking a new holding for the firm in its diverse investment portfolio.
02/02/2024
Rockefeller Global Family Office Expands National Wealth Management Presence with Addition of Lewis Wealth Partners in Richmond, VA
The Richmond region, rich in history, culture, and tourism, is one of the fastest growing in the state.
02/02/2024
Mariner to Add $104B in Two Deals
The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.
02/02/2024
Nominations Open For 2024 Wealth Management Industry Awards
New submission categories open for RIA innovation, philanthropic services
02/02/2024
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
This recognition is the latest in a long series of industry awards.
02/02/2024
CaixaBank posts a profit of €4.82 billion in 2023
Specifically, recurring banking fees dropped by 9.4% year-on-year following the end of cash custody fees on corporate deposits and the discounts applied under customer loyalty programmes.
02/02/2024
Hawksford Private Client Services head achieves triple industry recognition
The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.
02/02/2024
New Swiss alts funds disappoint Amas
The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.
02/02/2024
ZKB high yield fund chief secures first Citywire AAA rating
Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.
02/02/2024
Sumitomo Mitsui Trust expands assets abroad on Middle East mandates
Region accounts for 90% of assets from overseas, says Japanese company
02/02/2024
Breaking Julius Baer‘s String of Bad CEO Luck
But it is not a permanent step – and the bank wants to put a stop to internal appointments.
02/02/2024
Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’
“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”
02/02/2024
China's bank wealth management market expands in 2023
By the end of last year, the number of investors holding wealth management products in the banking market rose 17.84 percent year on year to 114 million