12/09/2022
Here’s the No. 1 Factor Contributing to Millennials’ Wealth
That figure jumped to $9.38 trillion during the first quarter of 2022 — a 106% increase.
Wealth and Asset Management
12/09/2022
Revealed: Octogone Group expands to Dubai
Philipp Strasky will be the firm’s Dubai CEO.
12/09/2022
Maerki Baumann to pass on responsibility for its German business
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/09/2022
RBC Wealth Management delivers on client expectations with Salesforce
Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.
12/09/2022
Butterfield wins top bank award for 10th year in a row
Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.
12/08/2022
Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community
Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent advisory community, the largest and fastest growing channel within the wealth management industry.
12/08/2022
Assets You Should Watch for Wealth-Building and Protection
With the looming recession, the market is plagued with pessimism and uncertainties. Investors and entrepreneurs alike are anticipating a massive crash.
12/08/2022
Pimfa launches campaign to improve wealth diversity
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
Annual financial statements of Credit Suisse real estate funds as of September 30, 2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Nick Train keeps faith in wealth manager stocks despite ‘miserable year’
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad
Miami-based team led by veteran international advisors Rodolfo Rake and Santiago Rey
12/07/2022
HSBC Global Private Banking favours bonds over cash and equities
The bank also backs Asia stocks to outperform other regions, as China’s economy recovers.
12/07/2022
UBS advisor Jason Stephens named to Forbes/SHOOK America's Top 250 Wealth Advisors list
Being recognized nationally once again by Forbes is a testament to Jason's expertise, industry leadership, and dedication to his clients and the communities he serves
12/07/2022
Morgan Stanley’s wealth unit joins Songtradr’s Series E raise
As things stood on Tuesday evening, Morgan Stanley’s Australian wealth advisers seemed to be the ones taking the lead on the Series E, locally.
12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
Private Banking Weathers All Storms
Private banks have retained their sparkle within the industry, and are investing in technological, service and product innovation to stay abreast of evolving client demands.
12/07/2022
Fairstone acquires Hereford-based IFA firm
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.