02/11/2022
Morgan Stanley to acquire retirement consulting firm
The firm also acquired fund manager Eaton Vance for $7bn last year.
Wealth and Asset Management
02/11/2022
Bank of Cyprus named Best Private Banking & Wealth Management Bank
The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers
02/11/2022
Merchant acquires minority stake in Fusion Family Wealth
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
02/11/2022
Schroders MPS boss targets £10bn AUM by 2025
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
02/10/2022
Cantonal bank markets head on dipping its toes in crypto
Aurélien Michaud talks about how the bank started investing in crypto.
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
Spear’s Wealth Management Awards Winner Interview: Lord Verjee, the Rumi Foundation
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back
02/10/2022
HSBC Grows Prime Brokerage Business For Asia Investments
The London-headquartered bank will hire more prime brokerage staff and invest in technology to enable competition with established rivals.
02/10/2022
Credit Suisse’s Vice-Chair Losing Support
Although Schwan was key to bringing Antonio Horta-Osório on to the board, just nine months later he was one of the main forces pushing for Horta-Osório's removal, the newspaper writes, citing people with knowledge of the matter.
02/10/2022
Liu puts relationships at the heart of Citi Private Bank
It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.
02/10/2022
Credit Suisse ends tumultuous year with big loss as litigation costs bite
We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.
02/10/2022
J.P. Morgan named ‘Best Private Bank’
For over 150 years we have been perfecting our approach and we’re so happy that our clients
02/10/2022
Julius Baer Guernsey wins top Euromoney award
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
02/10/2022
Delfin Private Office joins forces with Tantallon Capital Advisers
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
02/10/2022
Banking - Luxembourg Financial Center - Luxembourg for Finance
Luxembourg has been able to build a unique ecosystem for the banking industry
02/10/2022
Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership
"For over a decade, CAIS has worked closely with Focus partner firms and understands their alternative investments needs."
02/10/2022
Global Private Banking and Wealth Management Survey
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
UBP extends its activities in private markets
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
Wealth management helps drive record income for Manulife
The firm's latest financial results show a surge in global wealth management inflows
02/10/2022
Coaching offers RBC Wealth Management advisors unique assessments, growth opportunities
Financial advisors liken it to pre-marital counseling.