04/25/2022
JP Morgan Private Bank opens new Swiss headquarters
The bank has signed an initial ten year lease agreement for the building in Geneva.
Wealth and Asset Management
04/25/2022
How the ground is shifting in the financial advice landscape
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
04/25/2022
Huriya Private: Realise financial freedom with its advisory services
Providing bespoke strategic management support to international clients since 1996
04/25/2022
Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast
A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street
04/22/2022
HSBC Launches Private Banking Branch in Shenzhen
This marks the fourth city in mainland China that HSBC has rolled out a private banking business including Beijing, Shanghai and Guangzhou.
04/22/2022
UOB: Southeast Asia May Leapfrog Banks to WM
To be sure, the potential pool of customers for banking and wealth management growth in Southeast Asia is huge.
04/22/2022
Is the New Money Faucet Closing for Swiss Banks?
J. Safra Sarasin was another, reeling in «record net new assets» of 15 billion francs last year.
04/22/2022
HSBC AM launches sustainable European-focused ETF
Article 8 fund
04/21/2022
SJP partners get new vulnerable client tools
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
04/21/2022
Zwei Wealth opens ‘wealth office house’ in Zurich
It features meeting rooms for investment committees, a newsroom and a library.
04/21/2022
Monthly Update: Markets Return to Pre-Invasion Levels
Stock markets are back to where they were before Russia’s invasion of Ukraine, turning in a relatively solid performance in March.
04/21/2022
The best wealth managers for ultra-high-net-worth clients in 2022
The best wealth managers offer a broad range of financial services which relate to a client’s circumstances.
04/21/2022
SEI Reports First-Quarter 2022 Financial Results
SEI Investments Company today announced financial results for the first-quarter 2022
04/21/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/21/2022
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
The firm currently manages $165 million in Assets under Management.
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
Itaú Private Bank's Miami flows hit record as Brazilians flock offshore
On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’