08/29/2023
BNP Paribas WM's Lemuel Lee on the power of being prepared
The newly-appointed Hong Kong head talks about the bank's ability to provide a palette of cash management solutions kept its clients happy, in a year of market turmoil.
Wealth and Asset Management
08/29/2023
GCC's asset management market to hit $500bn in onshore assets by 2026
More than 70% of regional private wealth is in offshore accounts but the trend is shifting, report says
08/29/2023
GAM Holding AG Concludes Successful Discussions with Newgame
This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.
08/29/2023
Luzerner Kantonalbank Half-year result 2023
For the whole of 2023, LUKB is increasing its target for consolidated profit from at least 235 million francs to a range of 250 to 265 million francs.
08/29/2023
UBS inherits tricky wealth legacy in Asia
Former UBS CEO Ralph Hamers said in March that in Asia, more than anywhere globally
08/28/2023
How to secure generational wealth
As the Boomers move into the sunset phase, the transfer of generational wealth has become a pressing issue for many families.
08/28/2023
Citi: Top Line Growth Across the Board in Hong Kong
The treasury and trade solutions arm recorded a 27 percent revenue increase, driven by net interest income and fee-generating mandates.
08/28/2023
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
08/28/2023
Why the rich stay on sidelines of sustainable investing
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/28/2023
Credit Suisse Second Quarter Loss Reportedly $4 Billion
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/25/2023
Advisors' Organic Growth And The Future Of Wealth
Consider how wealth distribution has evolved.
08/25/2023
LLB Group with significant increase in profit
The LLB Group invests in further growth.
08/25/2023
Former Odey AM boss severs family business ties
Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.
08/25/2023
Syz to pay for external asset manager software for partners
The private bank has inked a deal with software provider Wize.
08/25/2023
Banque Heritage: A look ahead to the second half of 2023
In addition, monetary policy, while still tight, is approaching its inflection point month after month.
08/25/2023
Alpian: Insights into Switzerland's first digital private bank
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.
08/25/2023
Close AM rethinks bonuses for newbies
CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.
08/25/2023
UBS Throws Lifeline to Credit Suisse European Dealmakers
UBS announced three rounds of job cuts, with the first coming in July and further rounds expected in September and October.
08/25/2023
Tobias Straumann: «UBS is not safe»
In making his case he laid out the global relationship between capital mobility and the number of banking crises.
08/24/2023
Malaysia Faces Private Banking Talent Crunch Amid Growing Wealth Sector
The nation's wealth sector is still in its growth phase when compared to established hubs such as Hong Kong and Singapore.