03/31/2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
Wealth and Asset Management
03/31/2023
Jersey’s global reach underlined through Best IFC success at WealthBriefing European Awards
The award reflects the jurisdiction’s growing international reach and its reputation as a centre at the heart of Europe supporting the global ambitions of investors.
03/31/2023
Strength of JTC Private Office Proposition Highlighted in Wealthbriefing Award Win
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
Board of Directors announces the withdrawal of proposals for the 2023 Annual General Meeting of Shareholders of Credit Suisse Group AG
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 2023 Wealth Management Index
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.
03/30/2023
Hong Kong’s reopening boosts optimism in wealth management
Amy Lo, who chairs the executive committee of the city’s Private Wealth Management Association, says it still has allure for Chinese clients
03/30/2023
Kuwaiti Private Bank Moves Into Historical Geneva Building
Before moving to the banking district, the bank was based at Quai du Mont-Blanc.
03/30/2023
Mirabaud targets CHF 200m with Article 9 property strategy
Managing partner Lionel Aeschlimann said property developers are open to co-investments in the early stages.
03/30/2023
TISE reports record-equalling turnover for 2022
During 2022 the Group paid a special dividend of £2.00 per share which, together with the ordinary dividends, equated to a total return of £8.0 million to shareholders in the year.
03/30/2023
LGT receives five awards at the Euromoney Global Private Banking Awards 2023
LGT performed extremely well, winning awards in five different categories.
03/30/2023
Deutsche Bank named World’s Best Bank for Entrepreneurs by Euromoney
The leading European based Wealth Manager wins three awards in Euromoney’s Global Private Banking Awards 2023
03/30/2023
Santander, named Best Private Bank in Latin America by Euromoney
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
SABB awarded Best Private Bank in Saudi Arabia for 2023
Awarded as a result of its contributions to developing private banking services in Saudi Arabia
03/30/2023
Asia’s best international private bank 2023: JPMorgan
Revenue in the last three months of 2022 alone was $2.4 billion, a 22% year-on-year jump that was driven by higher deposit margins on lower balances.
03/30/2023
Ex-Tilney S&W and Sanlam UK COOs team up for wealth consultancy launch
Donald Reid and David Mason have teamed up to launch a wealth consultancy aimed at helping firms navigate the consolidation wave sweeping through the sector.
03/29/2023
Another Billion-Dollar First Republic Team Splits, This Time for Rockefeller
They are at least the second large departure from First Republic’s wealth business since the San Francisco bank has come under pressure in the wake of Silicon Valley Bank’s collapse.
03/29/2023
UBS celebrates ten years of UBS Optimus Foundation in Hong Kong
Enhances philanthropy offering through a new UBS Donor Advised Fund (DAF)
03/29/2023
HSBC Global Private Banking response to Hong Kong's family office incentives
Hong Kong, as an international asset and wealth management centre, has a clear competitive advantage to serve the sophisticated needs of global business families and their family offices as they look to expand their operations in Asia and beyond.
03/29/2023
‘It is not about the colour of the passport’: Why UBS called on Ermotti now
Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.
03/29/2023
Geneva IAM run by female trio hopes for industry progress
The women in charge of Capital Y take account of gender inclusion in their investment selection process, observing a growing appetite for impact investing among clients.