10/19/2022
HSBC expands private banking to cater to UAE’s growing millionaires
The new private bank will cater to the needs of internationally-minded clients with investable assets of over $2 million
Wealth and Asset Management
10/18/2022
UBS expands its UBS key4 digital product line and accelerates processes
UBS is also the first bank in Switzerland to implement the automatic identity verification for individuals using a biometric passport, including the electronic signature.
10/18/2022
Credit Suisse Investment Bank Chief Packing His Bags
Speculation about Credit Suisse's new strategy is being fed new food for thought on an almost daily basis.
10/18/2022
Zurich Italy and Deutsche Bank complete the acquisition of Deutsche Bank Financial Advisors by Zurich
Financial advisors, assets under management and employees of Deutsche Bank Financial Advisors move to Zurich Bank
10/18/2022
Utmost Group announces the planned closure of AAM Advisory in Singapore
Utmost acquired AAM as part of the acquisition of Quilter International in 2021.
10/18/2022
Feeney exclusive: The highs and lows of 10 years running Quilter
In an exclusive interview with Citywire, the outgoing CEO opens up on failed platform migrations, his own financial planning and what he will do next.
10/18/2022
Reyl Intesa Sanpaolo Calls for Shift in Education with Launch of forward Publication
FORWARD analyses how the pandemic has taken the role of catalyst, crystalising a communications and content delivery revolution in education, which had been in the making for decades.
10/18/2022
Swiss banks: challenges posed by sanctions
The type of sanctions introduced and the scope of the people and entities targeted go well beyond measures previously taken against specific countries.
10/18/2022
HSBC advisers on why global uncertainties necessitate a new approach to managing wealth
For many, this realisation was a watershed moment – the jolt they needed to start structuring their wealth around their personal life, passions, and future ambitions.
10/18/2022
Schroders signs up to impact investing framework
Impact investing is now viewed among the key pillars of sustainable investing, alongside integration and positive screening, according to Schroders’ Institutional Investor Study 2022 published earlier this year.
10/18/2022
Tatton Asset Management performs 'well' in first half
Total inflows were £0.91bn - an increase of 39.1% compared to the same period last year.
10/18/2022
Fresh funding boost for acquisitive wealth management group
The new debt facility will accelerate Kingswood's strategic growth plans and provide additional capital to fund future acquisitions as well as fund existing deferred consideration.
10/18/2022
Credit Suisse Places U.S. Asset Management Arm for Sale - Source
Initial expressions of interest from potential buyers are due in at the end of this week, said the source, who spoke on condition of anonymity to discuss private information.
10/18/2022
BNP Paribas Joins China Wealth Market Race With New Approval
Asset-management unit, AgBank allowed to set up joint venture
10/18/2022
New Prestatyn Base for Wealth Management Firm
Setting up the new base in Prestatyn was a particular pleasure for Mr Parry, who grew up in the town but now lives in Hawarden.
10/17/2022
"Outstanding Global Private Bank in Europe" & "Most Innovative Digital Offering"
Through its ONE Bank approach with CIB and Real Estate, BNP Paribas Wealth Management’s goal is to offer clients tailor-made services.
10/17/2022
Delivering Elite Wealth Management To Accounting Firm Clients
Providing quality service to our clients is our primary objective, and we have developed procedures along with our emphasis on open communication to ensure the highest standards of performance and efficiency.
10/17/2022
UBS Hires $1 Billion Advisor Team in Providence, Rhode Island
Joseph, Nancy, Nathan and their team join the UBS Northeast Private Wealth market, which is led by Julie Fox, and they report to Boston PWM Complex Director Maxwell Bardeen.
10/17/2022
Wealth managers unprepared for turmoil - Charles White Thomson
Moral hazard has skewed retail investors’ approach to risk, with the view that central banks and policy makers always ride to the rescue of investors, providing safety nets, with cheap money and loose monetary policy and that is a high-risk strategy
10/17/2022
How Big Banks are Getting Booted Out of the Lending Business
One example is the so-called marketplace lending platforms that are outbidding banks by acting as intermediaries for lending transactions.