03/20/2023
Titan Wealth launches MPS headed by Top 100 star
Titan Wealth has launched an in-house model portfolio service for financial advisers and institutional investors, Citywire Wealth Manager can reveal.
Wealth and Asset Management
03/20/2023
Spring budget: the impact on pensions and passing on wealth
Sweeping pension changes announced by the government in the recent Budget could have implications for inheritance tax planning.
03/20/2023
Morgan Stanley Wealth Management to create bespoke OpenAI model
In addition, it was considering using OpenAI technology to enhance advisers’ notes and streamline client communication.
03/20/2023
Singapore and Hong Kong vie to be the Caymans of Asia
The two cities have set up new fund structures to lure wealth away from traditional offshore financial centres
03/20/2023
Stunned Credit Suisse staff fear uncertain future despite UBS rescue deal
The banker also complained of pressure from clients to provide answers within 24 hours to questions about the UBS deal.
03/20/2023
Banque SYZ: your neighbourhood Swiss bank available in SA
Nicolas Syz, head of private banking at the group founded by his father in 1996, says Africa has turned out to be its fastest-growing market
03/17/2023
Brooks Macdonald settles into new office
It also has a dedicated sustainability working group, adheres to global standards and operates a reuse and recycle policy.
03/17/2023
Northern Trust’s 2023 Wealth Planning Symposium to Focus on the Power of Resilience
Virtual event will feature Barbara Pierce Bush and Lauren Bush, Convene experts on the future of wealth
03/17/2023
HSBC Taiwan wins five Wealth Magazine awards
As the only foreign bank in Taiwan with a global presence, HSBC has observed rapid growth in Taiwan’s wealth management market in recent years.
03/17/2023
Banking industry under pressure
The bank notes that its liquidity coverage ratio (high quality liquid assets as a share of potential 30-day stressed outflows) had improved further, from a high of 144% in FY 2022 to 150% on 14 March 2023.
03/17/2023
Where wealthy investors are putting their cash after SVB collapse
Following the collapse of Silicon Valley Bank and potential cracks in the network of regional banks, wealth advisers say many clients are now asking fundamental questions about how and where to keep their cash.
03/17/2023
European Banks Update from our Asset Managers
Following the news Credit Suisse has received a liquidity back-stop from the Swiss National Bank, we provide some insight from our Asset Management team.
03/17/2023
Deposit accounts: Building towards your near-term goals
As interest rates rise in a bid to tackle elevated inflation, savers could be benefiting from the increased rate environment. Find out what Coutts has to offer.
03/17/2023
Royal Bank of Canada to be the Photo London’s Principal Partner
The expanded Publisher’s part of the Fair brings the most interesting titles printed abroad, while the Public Programme features engaging and innovative exhibitions, installations, displays, and a famous Talks programme organised by Aperture.
03/17/2023
What Credit Suisse’s problems mean for its investors
Investors in bank debt need to differentiate between three types of crisis: liquidity, solvency and confidence, writes Annie Raccah of Capital Y.
03/17/2023
Valartis expects profit jump
In the previous year, the institute reported a profit of CHF 5.9 million.
03/17/2023
Record 2022 results for the BancaStato Group
The inflow of new client assets was once again very high (+2.2 billion).
03/17/2023
Resistance to a forced marriage by UBS and CS
It remains to be seen what additional steps will be taken beyond the liquidity support provided by the Swiss National Bank (SNB).
03/17/2023
Private bank Maerki Baumann partners with Zurich-based venture capital specialist
The two firms have also established a ‘tech advisory board’ to assist clients using blockchain technology and cryptocurrencies.
03/17/2023
JPMorgan says UBS should be Credit Suisse's savior
The analysts suggested that UBS could buy Credit Suisse and close down its investment banking division, put up its retail bank in an initial public offering, and keep its wealth management and asset management divisions.