06/08/2022
Final Results, Investor Presentation, Board Change
There remains further development work required before we expect to see the full benefits of this initiatives.
Wealth and Asset Management
06/08/2022
Top Swiss pension fund returns ten times more than lowest performer: ZKB study
The study also commented on equity weightings in the pension funds.
06/08/2022
Singapore's Capital C Corporation bags SGD74 million in funding
They pride themselves on leveraging the best-emerging technologies in the market to streamline and modernise their workflows to better serve their clients.
06/08/2022
BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers
Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.
06/08/2022
Wealth Management Firms In Asia are Cautious To Promote Digital Assets
Research shows that wealth management businesses have set plans to almost quadruple assets under management and increase revenues by 60% by 2025 relative to 2021 levels in Asia, which is the primary center of operation for these firms.
06/08/2022
The Six and a Half Lives of Thomas Gottstein
If bank boss Thomas Gottstein were a tomcat, says a good Credit Suisse (CS) insider, six and a half of his life would have been forfeited.
06/07/2022
Two China Banks Fined Over Wealth Management Violations
China Everbright Bank was filed 8.3 million yuan (US$1.25 million), while Bank of China was fined 6.6 million yuan
06/07/2022
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.
06/07/2022
Julius Baer to expand into Qatar to drive the next phase of growth in the Middle East
Julius Baer has therefore hired Slim Bouker to support its ambition to expand into Qatar and lead the Advisory Office, once all regulatory approvals for the office and for his appointment are in place.
06/07/2022
Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
06/07/2022
Private banking: Here’s how it works
Private banking typically entails a private banker helping a customer with only their banking.
06/07/2022
How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack
This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.
06/07/2022
Lombard Odier builds sustainability fund for Kantonalbank
Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.
06/07/2022
Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022
The awards were presented on June 02 at a gala evening in Singapore.
06/07/2022
Intesa will scout for banks to buy as Ukraine implications become clearer
In an interview with Swiss financial news website finews.ch, Corcos said Fideuram would look to buy either single private banks or teams of bankers.
06/07/2022
J.P. Morgan Nabs Ex-UBS Bankers and Their Rolodexes
Both Cataldi and Tisseuil most recently worked for UBS, the world's largest private bank.
06/07/2022
Issue planned for Credit Suisse Real Estate Fund LogisticsPlus
The proceeds of the issue will be used to further expand and diversify the existing real estate portfolio.
06/07/2022
Pictet AM warns of recession within two years and backs web3.0
'Reconfigure the investment landscape'
06/07/2022
Old Mill acquires Brook Financial
Initially, both firms will retain their separate identities, and Brook Financial will continue to operate from its office in Ilminster
06/06/2022
Less than half of Singapore investors are satisfied with their wealth managers: Accenture
This may result in investors more likely to move assets to firms that offer robust advice offerings.