06/06/2023
J.P. Morgan Wealth Plan Recognized as Best Digital Initiative and Best Use of Technology
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
Wealth and Asset Management
06/06/2023
Sterling wealth portfolios suffer on inflation surprise
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
Coutts Monthly update: Rise of the machines
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Lync Wealth Management snaps up two more firms
Adviser Services Holdings expands national advice arm
06/06/2023
Canaccord's board rejects management-led group's $840 mln buyout offer
The development all but ends management's months-long campaign to acquire the company.
06/06/2023
SG Kleinwort Hambros forms private banker team for entrepreneurs offering
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
Swiss Central Bank Expands Activities in Singapore
In Singapore, the central bank employs 11 people in total and it is currently the SNB's only foreign branch.
06/06/2023
Titan Wealth Holdings collaborates with IA to launch intern programme
Partnership with Investment 20/20
06/05/2023
Hawksmoor signs up for BITA Risk’s Enhanced portfolio monitoring service
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
UBS expects to complete Credit Suisse acquisition as early as 12 June 2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.
06/05/2023
Private Banks: Outsourcing Consolidation
With only 1.2 billion dollars assets under management, it is small in size, yet the deal proves the buyer's growth ambitions in Asia.
06/05/2023
RCBC named Best Bank for next-gen and millennials wealth management in PH
The Asiamoney Private Banking Awards recognize institutions that are critical to the region’s wealthy individuals and families, helping them navigate the worst of the volatility of the past year.
06/05/2023
ZKB: From the lowlands to the head of private banking in the highlands
Florence Schnydrig Moser knows what affluent customers want
06/05/2023
Liontrust to acquire GAM Holding AG
The Consideration will be satisfied by the issue of 9.4 million new ordinary shares in Liontrust
06/05/2023
Asset Managers are Neglecting an Important Client Group
The main reasons were the slump in the financial markets, high inflation, rising interest rates, and geopolitical turmoil.
06/05/2023
With Asia's wealth management revenue set to hit $90 bil by 2025, private banking to enjoy 'significant' growth: WWF-SG
WWF-Singapore conducted a pilot study from October 2022 to February with seven private banks that have presence in Singapore and headquarters in the US, Europe and Asia.
06/05/2023
Leading law firm for wealth management in Asia Pacific
With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withersworldwide continues to be the world's largest law firm for wealth management.
06/05/2023
UBS Mulls Delaying Quarterly Results
The government-sanctioned takeover of Credit Suisse by UBS is facing legal action at home and abroad, but also political opposition.
06/05/2023
J.P. Morgan Private Bank releases Mid-Year Investments Outlook
Global investment strategists warn about "recession obsession" as long-term outlook has brightened despite a well-telegraphed downturn
06/02/2023
Dakota Wealth Management Acquires Stillwater Investment Management, LLC
Strategic acquisition brings AUM to approximately $3.2 billion