12/07/2022
Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry
Wealth and Asset Management
12/07/2022
Swiss Activist Investor Unhappy With Credit Suisse Strategy
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list
The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to make the inaugural list.
12/06/2022
Credit Suisse Chairman's Media Tour
Client outflows have also stabilized, added the top Credit Suisse banker, visibly pleased that the bank's share price had recently been quoted above the 3-Swiss franc mark again.
12/06/2022
Swiss Private Equity Firm Acquiring Majority Breitling Stake
Having built up a minority stake in Breitling through its private market funds in the fall of 2021, Partners Group plans to acquire a 50.3 percent majority stake in the luxury watchmaker.
12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
World’s Best Private Banks 2023
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
Lombard Odier: No Discrimination Against Russian Clients
The implementation of the sanctions also means an enormous compliance effort, several financial institutions complained.
12/06/2022
UBS Issues Call for Core Capital Bond
The AT1 security was issued on January 31, 2018, and is listed on the SIX Swiss Exchange.
12/06/2022
M&G boss: We want to be a top five player in the wealth market
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners
First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions
12/06/2022
Forbes Asia Recognizes Top Philanthropists In 16th Annual Heroes Of Philanthropy List
Education was a key focus for some listees this year.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
Bordier & Cie. (Singapore) MD Carolyn Leng Casts her Expert Eye over HNW and UHNW Investment Trends in Asia
She leant her expertise to a panel discussion on investments at the Hubbis Investment Solutions Forum in Singapore on September 14, and we have briefly summarised some of her observations from that discussion in this short review.
12/05/2022
Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
Asset managers pour money into tech platforms to take on BlackRock
BlackRock got into the business of software as a service more than two decades ago.
12/05/2022
Canaccord Wealth UK CEO pauses major acquisitions
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
EQ Investors moves towards £2bn as new CEOs take charge
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
Julius Baer renews partnership with Formula E
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.