02/24/2022
Pre-tax profits soar at Rathbones
Our financial results for 2021 are strong
Wealth and Asset Management
02/24/2022
Complexity is the biggest wealth planning challenge for serial CEOs
Unpick pay structures and pensions before making plans – Matthew Brown
02/24/2022
Finary wants to reimagine private banking
Finary wants to build a private bank from scratch with a different set of founding principles.
02/24/2022
BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives
The research paper examines how growing differences across generations
02/23/2022
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
Cerity Partners expands via Merger with Investec Wealth
The combined firm will operate under the Cerity Partners name.
02/23/2022
EFG International - full-year 2021 results
EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)
02/23/2022
Successful strategy implementation at BLKB
BLKB is on course and has reached important milestones, particularly in terms of consulting skills.
02/23/2022
Roger Studer launches firm with ex-Six exchange head
Christian Katz was CEO of Six Swiss Exchange from 2009 until 2015.
02/23/2022
HSBC takes charge on Chinese real estate and warns of wealth slowdown
Outlook blemishes otherwise buoyant fourth-quarter earnings as profit doubles and targets boosted
02/23/2022
‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?
The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?
02/23/2022
Brazil prioritises rate hikes and financial stability over growth
The monetary tightening cycle is close to completion in Brazil: we expect another two interest rate hikes, taking the terminal benchmark rate to 12.25% in May
02/23/2022
OCBC Targeting Wealth Management Growth
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.
02/22/2022
HNWIs keep increasing in 2022, what is wealth management to do?
“First and foremost, digitisation underwent a considerable push since the first times of the pandemic"
02/22/2022
Credit Suisse Shares Hit Pain Threshold
Only in February, it reported an annual loss while defending itself in a federal money laundering trial.
02/22/2022
HSBC More Than Doubles Profit
Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.
02/22/2022
Wealth manager Hub24 races to beat ‘war for talent’
The ASX-listed wealth management platform
02/22/2022
Hargreaves Lansdown expands into advice
The company reported pre-tax profits of £151.2mn in the period.
02/22/2022
BCGE hikes dividend as net profit rises by 19.3%
A CHF 4.50 dividend will be proposed to the general meeting.
02/22/2022
UBS Traders See 2021 Bonuses Decline About 10% on Archegos Hit
The overall bonus pool for employees at UBS is being increased by around 10% from the previous year