08/03/2022
Why Crédit Agricole’s ex-IAM head launched his own Geneva WM
Jean-Pierre Lagane heads Coges Corraterie Gestion, which is owned by the Eric Sturdza Group.
Wealth and Asset Management
08/03/2022
DIFC unveils private wealth centre
To help UHNWs across the Middle East with succession planning
08/03/2022
More interest-rate increases ahead
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
08/03/2022
Chambers ranking for Guernsey private wealth team
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/03/2022
Citigroup to Hire 500 for New Wealth Division
The company is planning to add the staff over the next three years to support a new unit aimed at employees at private equity offices, consultancies and accounting firms.
08/02/2022
CGS-CIMB Chooses SS&C to Power New Wealth Management Business
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
08/02/2022
Just How Rich Do You Have to Be to Need Wealth Management?
If you decide you want wealth management, SmartAsset's free matching tool can help you find a financial advisor.
08/02/2022
Services selected by FNZ for global custody, trade execution and settlement services
BNP Paribas Securities Services will also provide FNZ with additional services including regulatory reporting and stock borrowing.
08/02/2022
Just Wealth on adviser hiring spree
The main challenge for our new wealth management division is recruiting wealth advisers quickly enough.
08/02/2022
Evelyn Partners Sustainable MPS team continues diversification in latest re-balance
The recent changes are a combination of asset allocation decisions to take advantage of current market conditions and stock selection.
08/02/2022
Man Group: Half year results for the six months ended 30 June 2022
Differentiated business model drives strong results
08/01/2022
Standard Bank Young Professionals Recognised as Future Leaders in Wealth sector
Anna-Marie has almost 10 years’ experience in the fiduciary services industry and holds a STEP Diploma in International Trust Management and a certificate in Offshore Administration.
08/01/2022
NBO Named Best Private Bank Oman 2022 at World Economic Magazine Awards
NBO offers a full suite of Private Banking Solutions, a portfolio of investment and wealth management products and services including global investment funds and structured products.
08/01/2022
Eurozone growth accelerates in Q2, as inflation continues to rise
While the latest GDP figures outperformed expectations, leading indicators suggest the economy has slowed dramatically in recent weeks, raising the risk of recession in the second half of the year.
08/01/2022
HSBC Holdings plc Interim Results 2022
Reported profit after tax increased by $0.8bn to $9.2bn.
08/01/2022
Standard Chartered: Why the ‘S’ in ESG is a priority in private wealth
Companies – and their investors – are now looking not just to their regulatory obligations and net zero strategy, but also seeking to be fair to people as well as to the planet.
08/01/2022
Kingsley Napley: What Succession tells us about protecting your assets
Generally, the overall desire of clients to protect their wealth from threats and to ensure that they bequeath it to the next generation in a way that works for them and their children has not changed much either.
08/01/2022
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Vontobel plans to carry out the operational and legal combination of Vontobel SFA and VSWA
08/01/2022
Evelyn Partners announces continued robust new business generation and strong progress on key strategic initiatives
The business has continued to deliver strong growth in net new business and operating income, while also making excellent progress on key strategic initiatives.
08/01/2022
Kingswood makes 6th acquisition of 2022
Kingswood said it had a “transformational year” in 2021