11/17/2022
Saxo Markets sees opportunity in wealth management
Financial advisors can use technology to provide multi-asset capabilities, strong client management and wealth management tools, said Ivan Chang.
Wealth and Asset Management
11/17/2022
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth
11/17/2022
Vontobel’s Asia Wealth Chief Returns to Switzerland
The Zurich-based bank will remain available as a structured solutions partner to institutional clients and financial intermediaries in Hong Kong.
11/17/2022
Wealth manager from Zug wrestles with the Russian stigma
Going forward, St. Gotthard Fund Management in Zug will be called St. Gotthard Wealth, subject to regulatory approval.
11/17/2022
Swiss wealth management mandate costs vary hugely
The bank an investor chooses and the asset allocation for their mandate have significant impacts on fees.
11/17/2022
Investec shares drop on £4bn UK wealth squeeze
The 9.1% fall in UK wealth assets has prompted a near 4% dip in the wider group’s share price.
11/17/2022
HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
11/17/2022
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
11/17/2022
GBST’s wealth management administration platform launches in UAE
The Middle East region has recently introduced BOD-49 regulatory changes, where all fees must be explicitly shown to the customer, and employee workplace saving schemes that both closely align with existing UK regulations.
11/17/2022
Wealth Solutions Report Launches Annual Wealth Exemplar Awards To Honor Exceptional Firms and Individuals Across Wealth Management Industry
Inaugural Awards To Recognize Firms Across A Broad Range Of Industry Sectors Plus Person Of The Year Award
11/16/2022
Zurich is setting itself higher targets for 2025
The group has now set itself the goal of achieving a return on equity of 20 percent and more.
11/16/2022
Enormous price differences in wealth management
For some mandate constellations, the fees of the most expensive providers can be three times as expensive as those of the cheapest, according to a market survey by the Moneyland comparison service .
11/16/2022
First Wealth boss eyes private backing for hybrid advice service
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
11/16/2022
Ex-Citibank duo set up wealth management firm
It will offer services to clients in Asia and Middle East region
11/16/2022
Crédit Agricole du Nord Est announces the creation of 2 vehicles to support business development and transition
The bond debt thus supplements the bank financing without impacting the distribution of the company's capital.
11/16/2022
Outsourcing: Investing in quality to ensure efficiency
In fact, almost three out of four managers expect to increase the number of non-core operations they intend to outsource to external partners (so-called outsourcers) by 2023.
11/16/2022
Apex Group wins Participant Capital mandate
This mandate is expected to be expanded in due course to provide additional depositary and digital banking services via Apex Group subsidiary EDB.
11/15/2022
Do Not Respect their Authority
The key fact is that central banks had no basis for declaring it transitory, nor any real understanding of why inflation was quiescent and then erupted violently.
11/15/2022
Swiss Private Banks Arab Bank (Switzerland) Ltd. and Gonet & Cie SA sign a strategic business partnership agreement
This partnership is also a unique opportunity for Arab Bank Switzerland to strengthen its wealth management offering and its position in Switzerland.
11/15/2022
HSBC Launches Prism Advisory For Private Banking Clients In Asia
The contractual service is available to HSBC Global Private Banking clients booked in Hong Kong and Singapore and will be extended to eligible retail banking customers in Hong Kong later this month.