11/04/2022
HSBC investor Ping An publicly calls for break-up and ‘aggressive’ cost cuts
China’s biggest insurer says bank lacks Asia experience on board
Wealth and Asset Management
11/04/2022
Van Lanschot Kempen: third-quarter trading update
Strong quarterly result in line with first two quarters of 2022
11/04/2022
Santander Private Banking, 'Best Private Banking' in Spain according to The Banker magazine
The prestigious magazine also recognizes Santander Private Banking as "Best Private Banking" in Mexico.
11/03/2022
DBS Group: Third-quarter net profit rises 32% to SGD 2.24 billion while return on equity reaches 16.3%, both at new highs
Nine-month net profit up 8% to SGD 5.85 billion
11/03/2022
Titan Wealth looking at 'strategic' IFA purchases
He said the company planned to make "one or two" strategic purchases of bigger IFAs.
11/03/2022
SJP teams up with State Street for fund of funds range
The four Polaris portfolios are aimed at clients looking to ‘grow their wealth’ over a five-year time horizon.
11/03/2022
Odey soft closes three funds including flagship strategy
The firm’s Odey European hedge fund, as well as the OEI MAC and Odey Swan funds are no longer accepting new investors.
11/03/2022
Partners Group establishes Private Wealth business unit
With our established track record of industry leadership in transformational business building, and our bespoke product shelf, Partners Group aims to remain the provider of choice for financial advisors and their clients.
11/03/2022
Kingswood buys Lincs Chartered Planner for £3.5m
Kingswood says it has five more aquisitions in the pipeline.
11/03/2022
Fidelity continues reign as top-bought asset manager
BlackRock topped the leaderboard of managers by gross retail sales for another quarter, though the gross figure had dropped from £9bn to £5.8bn.
11/03/2022
BNP Paribas Group: Results as at 30 September 2022
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2022.
11/03/2022
Focus Financial Partners Reports Third Quarter 2022 Results
This year will be one of our strongest for M&A activity overall, as well as one of our most active years for mergers on behalf of our partner firms.
11/03/2022
UBS looking to close dealmaking and advisory business in MENA region
The bank also decided to withdraw its on-the-ground activities in the last few weeks.
11/02/2022
Citi Launches New Wealth Center in Hong Kong
Hong Kong is one of four global wealth hubs for Citi, alongside Singapore, London and UAE.
11/02/2022
Swiss bank Julius Baer plans expansion in Hong Kong after pandemic to tap wealth management opportunities in China, Asia
“Hong Kong will continue to be a growth story for Julius Baer in the years to come.”
11/02/2022
J.P. Morgan Wealth Management Launches Remote Investing Advice
Launch includes offer to waive advisory fees for six months
11/02/2022
Gallagher swoops for wealth management platform
The f3 Companies are a wealth management platform with more than $1 billion in assets under management.
11/02/2022
IQ-EQ Guernsey three shortlisted in the 2023 Citywealth Powerwomen Awards
The Powerwomen Awards highlight female leaders of today and tomorrow by recognising their success and celebrating diversity across the wealth sector.
11/02/2022
Credit Suisse Back in Vogue With Qatar Wealth Fund
Understandable given the bonds had coupons between 9 and 9.5 percent.
11/02/2022
Swiss National Bank, Banque de France, Monetary Authority of Singapore and BIS Innovation Hub to explore cross-border trading and settlement of wholesale CBDCs using DeFi protocols
In the future, similar AMM protocols could form the basis for a new generation of financial infrastructures facilitating the cross-border exchange of CBDCs.