02/23/2023
Julius Baer extends real estate offering in Geneva
Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.
Wealth and Asset Management
02/23/2023
KGI Asia Sage leverages Extramile to craft extraordinary wealth solution
Extramile further empowers KGI Asia's professional team's ability to offer unrivalled structured products solutions based on clients' need anytime, anywhere.
02/23/2023
Vontobel launches two emerging market debt funds
Wouter Van Overfelt to manage both
02/23/2023
Standard Bank Wealth and Investment SA wins Best Private Bank Award
The winners are those institutions whose qualities rate highly with high-net-worth individuals choosing a wealth management provider.
02/23/2023
Rothschild & Co expands North America reach with New Miami Office
Expansion will enhance Global Advisory business by combining the breadth of its advisory offering and unique perspectives to clients in South Florida’s fast-growing, international business and finance hub
02/22/2023
Major League Soccer and RBC Wealth Management announce multi-year partnership
Additionally, RBC Wealth Management's MLS partnership will include brand integration across platforms, including streaming, digital, in-stadium and on-site activation at marquee MLS events.
02/22/2023
Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list
Rebecca and Leslie were also named to the Forbes America’s Top 100 Women Wealth Advisors list for 2023.
02/22/2023
Titan Wealth Holdings Secures Major Strategic Investment from Parthenon Capital
This investment also provides access to additional capital to support future M&A.
02/22/2023
EFG International: Record underlying net profit of CHF 248.7 million (+48%); dividend up 25% to CHF 0.45 per share
Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.
02/22/2023
Hywin International Becomes Vice Chair Member of The Hong Kong Limited Partnership Fund Association (HKLPFA)
The HKLPFA is the industry association guiding and promoting the Limited Partnership Fund (LPF) regime in Hong Kong.
02/22/2023
Hong Kong Touts Wealth Management As «Essential»
Hong Kong fancies itself, rightly or wrongly, as a stock and bond trading hub swaddled by reams of the region’s best prospectus-coddling investment bankers, or i-bankers, as they are called in local parlance.
02/22/2023
Rothschild & Co to Expand Swiss Business as New Money Halved
New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.
02/22/2023
Ex-Credit Suisse Banker Bridging Worlds of Finance and Art
Trading art like stocks is an idea that makes sense to former UBS executive Andrea Orcel who is a board member of the internationally active art exchange Artex.
02/22/2023
ZEDRA Completes Rebrand of US and Curaçao-Based Fund Services Provider, Atlas Fund Services
Reflects ZEDRA’s ambitions for the US and LATAM market and commitment to becoming an international leader in the funds services industry
02/22/2023
The US Inflation Reduction Act’s potential, and polarising impacts
There have been polarised responses to the US plan.
02/22/2023
Cortina Business Management to Join Focus Partner Firm Gelfand, Rennert & Feldman
This transaction will broaden GR&F's client base and expand its geographic presence in the Northeastern United States.
02/21/2023
UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
02/21/2023
Brooks Macdonald partners with Intelliflo to support growth plans
It provides wealth planning advice and will become the core solution for advice businesses acquired in the future.
02/21/2023
Abrdn in talks to sell private equity unit to Santander
Deal reported to be priced at around £250m
02/21/2023
HSBC Holdings plc Annual Results 2022
This contributed to a strong overall financial performance.