08/15/2023
Quilter introduces additional adviser model ‘Quilter Partners’
Quilter will support their business growth and ensure continuity of advice for their clients when they decide to retire or exit.
Wealth and Asset Management
08/15/2023
UBS: Wealth Shrinks For The First Time Since 2008
Markets that saw the largest increase in wealth were Russia, Mexico, India and Brazil. Per adult, Switzerland was the global wealth leader, followed by the US and Hong Kong.
08/15/2023
Statistical data by bank category
Amendment of data offering
08/15/2023
Sohar International Recognized for ‘Best Wealth Management Services in Oman 2023’ at Global Business Magazine Awards
At Sohar International, we take great pride in our wealth management services, led by an exceptionally capable team.
08/15/2023
Interest income is piling up at Bank Zimmerberg
After allocations to the reserves in the amount of 1.5 million francs, the profit came to 1.69 million francs
08/15/2023
Bruellan launches Gstaad branch with ex-Raiffeisen duo
The new wealth management hub targets both residents and frequent visitors of the town.
08/15/2023
Singlife’s investment arm to partner with BlackRock to boost wealth management offerings in Singapore
This partnership aims to introduce customised model portfolios to address a wide range of investor needs.
08/15/2023
Chinese wealth management firm stiffs big investors
Five years after regulators urged trust firms to cut property investments, state-backed Zhongrong remains highly exposed to the flagging sector
08/15/2023
Deutsche Bank’s Asset Manager Targets ‘Holy Grail’ of World’s Ultra Rich
DWS Group is designing bespoke opportunities for its private wealth channel.
08/14/2023
HK's latest updates to suitability obligations to help private bankers
The new guidelines will reduce the compliance burden on private banks and relationship managers, while strengthening Hong Kong's position as a regional wealth hub.
08/14/2023
AMP's NZ wealth management doubles KiwiSaver net cashflows
The highlight of the otherwise flat first-half results from AMP's New Zealand wealth management business was a more than doubling of net KiwiSaver cashflows.
08/14/2023
Gam Cancels The Egm Scheduled For 18 August 2023
The Board continues to consider the interests of all GAM shareholders and other stakeholders.
08/14/2023
St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AuM
Largest underperforming fund was Baillie Gifford Global Discovery
08/14/2023
Eastern Swiss regional bank increases profit by half
Income from the commission and service business fell by 1.8 percent to CHF 5.8 million
08/14/2023
15 firms circle Close’s wealth business
The bidding process for Close Brother’s UK wealth process has kicked off, with 15 firms expressing interest in the business.
08/14/2023
Odey AM in talks to transfer fund manager Freddie Neave to Landseer
Neave, who runs Odey’s flagship European hedge fund, is in advanced discussions over a transfer to Landseer Asset Management.
08/14/2023
Redburn and Atlantic Equities complete their combination to form Redburn Atlantic
The combined teams comprise over 90 research analysts, 43 distribution and 14 corporate access professionals.
08/11/2023
Serge Fehr is Off and Running at Lombard Odier
All eyes in the Swiss financial industry are currently on Fehr, who headed private banking at Credit Suisse in Switzerland before his move.
08/11/2023
Brown Shipley hands court of protection business to Charles Stanley
The firm’s three-strong CoP team heads over to Charles Stanley amid a wider reorganisation.
08/11/2023
UBS Group AG voluntarily terminates Loss Protection Agreement and Public Liquidity Backstop
Voluntary termination of CHF 9 billion Loss Protection Agreement and CHF 100 billion Public Liquidity Backstop with immediate effect