08/24/2022
Julius Baer keeps focus on wealth management opportunities in Asia
Singapore, Greater China and India are among the countries that are strategically important to the bank
Wealth and Asset Management
08/23/2022
Citi wealth platform captures increasing investment flows in Asia
Clients invest US$5 billion mostly in fixed-income funds in past three months
08/23/2022
Standard Bank Wealth and Investment wins two prestigious Le Fonti Awards
This year, Standard Bank stood out among stiff competition, including top financial services firms and companies from around the world.
08/23/2022
Finitor Wealth snaps up two advice firms with PE backing
FMB is a second-generation family business with eight advisers in Kendal, Cumbria and more than £250mn AUA.
08/23/2022
Two important departures at BIL Suisse
The role of Chief Operating Officer will be taken over by the previous General Counsel and Corporate Secretary, Tobias Kamber , who will accordingly be promoted to General Counsel & Chief Operating Officer.
08/23/2022
Raiffeisen and Mobiliar want to shake up the real estate agent business
This has specialized in the mediation of real estate agents.
08/23/2022
Credit Suisse Is Chasing a Broader Set of the Global Wealthy
In June, Credit Suisse said that it will focus on extending its high-net-worth coverage model to Hong Kong and Singapore.
08/23/2022
LGT Wealth partners rake in £25m as profit near doubles
Partners at the wealth manager were able to split £24.7m between them as pre-tax profit near doubled to £42.2m in 2021.
08/22/2022
Sanctuary Wealth Facilitates Tuck-in of $460 Million Texas Firm Breaking from Merrill Lynch
The Alteri Group, a six-person team, chooses independence with Sanctuary Wealth partner firm 6 Degrees Wealth
08/22/2022
Strategy blog: Inflation and growth
Another bad UK CPI doesn't help…
08/22/2022
Citi's Asia Wealth Clients Pour Billions into Bonds
Investments were mainly US dollar-denominated and booked in the bank’s regional wealth hubs in Hong Kong and Singapore.
08/22/2022
Is the next big deal in Swiss Private Banking imminent?
While some simulation games very quickly lack economic logic, in this case there are a number of arguments in favor of such a pairing.
08/22/2022
Baumann & Cie buys in north-western Switzerland
For the customers and employees of the family business, this step means continuity and access to a complemented range of services within the Baumann Group.
08/22/2022
Strong growth at UK private bank Hampden & Co with record H1 results
The bank benefitted from strong demand for its range of deposit, lending and day-to-day banking services.
08/22/2022
Quilter signs sponsorship deal with Girls Are Investors charity
Gain was set up by investment professionals to champion diversity in the workplace and encourage more young women into the financial services industry.
08/19/2022
UK inflation rises to 40 year high
In July UK CPI hit its highest level in 40 years. Unfortunately, it looks set to continue its march higher in the coming months.
08/19/2022
Connectus Wealth Advisers Launches MyConnectus
With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience
08/19/2022
Hightower Wealth Advisors | St. Louis Announces Financial Advisors Named to The Forbes Top Next-Gen Wealth Advisors Best-In-State List 2022
St. Louis-based Wealth Management Advisors Recognized for Making a Significant Impression on Their Clients and Financial Industry
08/19/2022
BlackRock and NAB Private Wealth list three ETFs in Australia
Australia’s ETF market had around A$119 billion (US$82.52 billion) of assets under management as of June 2022, according to figures from the bourse.
08/19/2022
Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.