07/18/2022
Union Bancaire Privée: First half-year results 2022
Revenues rose by 10.5% from CHF 562.1 million in the first half of 2021 to CHF 620.9 million in the first half of 2022.
Wealth and Asset Management
07/18/2022
Harwood Wealth Management Group Ltd to rebrand as Argentis Group Ltd
As part of that acquisition, it was agreed that the Harwood brand would be returned to its original owners after a transitional period.
07/15/2022
Northern Trust Front Office Solutions Enhances Liquidity Management Solutions for Asset Owners
The new tool offers improved customization, efficiency and visualization for complex asset allocators.
07/15/2022
DBS named 'World's Best Digital Bank' By Euromoney for second time
Also clinches three first-time awards at Euromoney's Awards for Excellence 2022 – World's Best 'Financial Innovation of the year', 'Asia's Best Bank for Wealth Management' and 'Best Bank in Hong Kong
07/15/2022
Carey Olsen leads offshore firms in Chambers High Net Worth 2022
Carey Olsen Bermuda's trusts and private wealth practice is described as 'a top firm for complex and sophisticated matters' and praised for its 'strong private client team that is able to handle complex matters'.
07/15/2022
Wealth Enhancement continues acquisition spree with Titus Wealth buyout
Titus Wealth is said to manage over $776m in client assets, of which $202m are brokerage assets supervised by LPL Financial, a separate unit from Wealth Enhancement Group.
07/15/2022
Morgan Stanley Wealth Mgmt's Client Assets Plunge 13%; Earnings Miss Expectations
Net income in the unit was 6% lower in the second quarter compared to the first quarter and the same quarter last year.
07/15/2022
Chambers High Net Worth 2022
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth
07/15/2022
Sanlam Wealth rebrands to Atomos
The name Atomos, which means “indivisible” in ancient Greek, was chosen to represent a strong internal culture of collaboration, inclusivity and diverse perspectives.
07/15/2022
Ogier remains the only firm with top-tier ranking across Cayman, Guernsey and Jersey in Chambers HNW Guide
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.
07/15/2022
Blackrock misses expectations
The falling markets and strengthening dollar had a clear negative impact on Blackrock's assets under management.
07/15/2022
CEE’s best bank for wealth management 2022: Raiffeisen Bank International
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
07/15/2022
Wealthy Asians have lost the joy of trading
The Swiss bank had recently indicated that results in the second quarter of 2022 could be affected by customer withdrawals.
07/14/2022
Wealth Management Firm Continues Global Expansion for UK Expats
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
07/14/2022
Credit Suisse Asset Management's Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion
To date, PCO has deployed approximately half of the Fund which will have in excess of USD 3 billion of deployable capital including leverage.
07/14/2022
NAB Private Wealth and BlackRock join forces to make ETF investing more accessible
NAB’s customer insights highlight that investors are increasingly looking for better value and guidance along their investment journey.
07/14/2022
Apex Group expands offering with acquisition of Context365 business
This acquisition reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital solutions into the asset management space.
07/14/2022
$421bn Stifel to enter offshore wealth management arena with new Miami biz
Coloma joined Stifel in June last year as a branch manager and has been working on setting up its international wealth management business since his arrival
07/14/2022
Kaleido Privatbank relies on InCore Bank's Digital Asset Services
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Deutsche Bank partners Abbove for wealth management services in Belgium
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.