01/24/2023
Now Raiffeisen Basel and Zurich are also fully fledged
The six branches were founded by Raiffeisen Switzerland between 1999 and 2016.
Wealth and Asset Management
01/24/2023
Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)
Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.
01/24/2023
UBP Expecting Another Unpredictable Year
The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.
01/23/2023
J.P. Morgan Asset Management Receives Regulatory Approval for 100% Ownership of China Joint Venture
All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.
01/23/2023
Harbourfront sets five-year business value target
After year of milestones, independent wealth firm is poised for continued growth
01/23/2023
Intesa Sanpaolo Wealth Management is officially created
This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.
01/23/2023
Five ways to build your network via the Coutts 440 app
How to get the most out of our exclusive app for clients.
01/23/2023
Union Bancaire Privée: Annual results 2022
Net new money was positive, at CHF 0.9 billion, driven in particular by the integration of Danske Bank International and inflows from private clients, which offset the fund outflows mainly from institutional investors.
01/23/2023
Goldman Sachs to cut asset management investments that weighed on earnings
Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.
01/23/2023
Lighthouse Canton wins Best Independent Wealth Manager – Asia Pacific
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management in the Asia Pacific region.
01/23/2023
Mercer Advisors Refreshes Brand with a Modern Approach to Wealth Management
New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm
01/23/2023
GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance
Alongside Carmignac and Janus Henderson
01/23/2023
Titan Wealth and LEBC announces strategic partnership
Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.
01/20/2023
Boris Collardi Has a New Mission at EFG
The former Pictet partner and Julius Baer CEO is well connected with the very growth-oriented financial institutions he wants to work with to expand the business.
01/20/2023
J.P. Morgan Approved for Full Ownership of China JV
Following the acquisition, CIFM will be operating under the JPMAM brand in China and all of its employees will eventually relocate to join the American firm in its Shanghai office.
01/20/2023
UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
01/20/2023
FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
01/20/2023
PKB Privatbank changes name
PKB Privatbank is now PKB Private Bank.
01/20/2023
Ocorian employee named in Top 50 Most Influential list by eprivateclient
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/20/2023
Affinity Private Wealth launches Irish-domiciled sustainable growth UCITS fund
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.