01/16/2023
Citi's Asia Wealth Unit Underperforms
This was driven in no small part by a slowdown in Asia where wealth management revenues fell 19 percent to $457 million in the quarter.
Wealth and Asset Management
01/16/2023
Amundi, Europe’s largest money manager, sees China reopening setting off growth wave in Hong Kong and Asia, CEO says
This continent will be the one having the most important growth in the next decade,’ Valérie Baudson says in an exclusive interview
01/13/2023
JTC Shortlisted in the Citywealth 2023 Magic Circle Awards
For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms, recognising the achievements of the industry during the past year.
01/13/2023
Profit with Tatton’s unique model
The Wilmslow-headquartered asset manager has been quietly building a resilient business
01/13/2023
Public pension plans tilt toward alternatives
The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.
01/13/2023
How Brian Stein, A Private Wealth Manager, Assists Clients in Navigating the Spectrum of Liquidity
With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.
01/13/2023
Wealth managers most bullish on bonds since 2009
‘There is hope that 2023 will be a better year for investors’
01/13/2023
Best Private Bank in Mena Region at 2022 WealthBriefing Mena Awards
Other awards included “Best Private Bank - Credit Provider”, “Best Private Bank Servicing The Expat Community” and “Best Real Estate Investment Proposition Or Service” at the 2022 WealthBriefing Mena Awards.
01/13/2023
A coming and going at the Association of Large Asset Managers
This was a statement from the association, to which the larger players in the local industry are affiliated.
01/13/2023
Partners Group reports 2022 fundraising within guidance; communicates expected range of USD 17 to 22 billion for 2023
Including foreign exchange effects, AuM grew by 6%, mainly driven by the strengthening of the USD against the EUR.
01/13/2023
A trillion-dollar blind spot for asset managers
Despite ESG push, firms continue to compete to work for authoritarian states with records of human rights abuses
01/13/2023
Zwei Wealth dares to go abroad
The office on the Thames is planned as a third hub alongside Zurich and Geneva; Two Wealth ambassadors will include Andrew Hall , who is already a consultant to the young company.
01/13/2023
Switzerland is still the private banking leader: SocGen’s Saliné
Head of private banking at Société Générale Private Banking Switzerland acknowledges the country’s leading position but is not complacent.
01/13/2023
Après-ski moment: Why private banks are flocking to Verbier
With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working.
01/13/2023
RBC Wealth Management provide a deeper look at UK and European inflation
In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.
01/13/2023
Goldman Sachs Asset Management allocates $15.2bn for PE-backed junior debt investments
The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund
01/13/2023
Northern Trust asset management outlook 2023: What's in store for investors?
Despite regional differences in outlook, issues like biodiversity, human capital and decarbonisation are emerging as important for strategic structure.
01/12/2023
Credit Suisse Bonus Pool Set to Shrink Once Again
The bank is walking a difficult path with bonuses as it seeks to retain talented staff during its restructuring which is not expected to lead to profits until 2024.
01/12/2023
Bank of Singapore is first private bank to adopt the Singapore Stewardship Principles to reinforce commitment to sustainable investing practices
The adoption of the Principles reinforces Bank of Singapore’s ongoing push for sustainable investing.
01/12/2023
Brooks assets pass £16bn on steady inflows
The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.