04/05/2022
CIC achieves its best annual result
The commission and service business grew by 16.1 percent to CHF 39.3 million. Income from trading, primarily from the foreign exchange sector, increased by 12. percent to CHF 19.6 million.
Wealth and Asset Management
04/05/2022
EQ Investors opens new South Coast office in Brighton
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Sanctuary Wealth Expands Latin American Client Base With Addition of Fuentes Hondermann Wealth Management
Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley
04/04/2022
Two UBS advisors in Houston, Texas named to Barron's Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
04/04/2022
Macquarie Asset Management acquires office building portfolio in Chile from Credit Suisse Asset Management
Credit Suisse Asset Management acquired the office assets during 2010 to 2014 and has since seen substantial growth as well as stable income by successfully managing the buildings.
04/04/2022
Standard Chartered Launches Women Winning with Wealth Proposition
Aderugbo, noted that at this opportune moment in time, when people are exploring new opportunities, women are at the forefront of innovation and technology that continues to push frontiers once considered impossible.
04/04/2022
Switzerland's Golden Secret
The NGO Society for Threatened Peoples is calling for more transparency around the sourcing of gold.
04/04/2022
Vontobel enters the Norwegian leveraged products market and expands its presence in Northern Europe
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.
04/04/2022
Deutsche Bank Plans Israel Wealth Management, Trading Hires
Country head Doron Averbuch speaks in Bloomberg interview
04/04/2022
BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
04/03/2022
Wealth Management User Experience: Human Touch is Back on Track
This increased focus on usability was an acceleration of a trend that has been with us for many years, but which private banks and wealth managers hadn’t really been leading.
04/01/2022
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
Acquisition will bolster CI’s Boston presence and boost CI’s U.S. assets to US$133 billion
04/01/2022
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
04/01/2022
Schroders Solutions fiduciary management client secures £225 million pension scheme buy-in
A Schroders Solutions fiduciary management client has completed a £225 million buy-in, securing the benefits of more than 800 retirees and 900 deferred pension scheme members.
04/01/2022
Toscafund to open Hong Kong office as asset manager seeks Asian wealth opportunities
Toscafund was founded in 2000 by Martin Hughes, the former chairman of Tiger Management Europe
04/01/2022
Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business
Growing Smart(ly) in a Way That Matters
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
The expansion of the Alternatives Exchange comes at a time when high-net-worth (HNW) investors are increasingly looking to diversify into alternative investments.
04/01/2022
Triumvirate to Manage UBS
Weber is likely also taking the bank's extroverted pride of having one of the best functioning business models in the wealth management sector with him.