10/09/2023
Rockefeller Global Family Office Adds Two Private Advisor Teams in Los Angeles and DC Metro Markets
The team will report to Kristen Sario, Southeast Divisional Director.
Wealth and Asset Management
10/09/2023
The Tectonic Shift Underway in Swiss Wealth Management
At the end of last year, Credit Suisse had around 1.3 trillion Swiss francs of assets under management.
10/09/2023
Customer money – how the Swiss banks took advantage of their great opportunity
As a rule, asset managers spend a lot of time and money to acquire new customers who have often remained loyal to the institutions for generations.
10/09/2023
Citigroup to sell China consumer wealth business to HSBC
The consumer banking business mainly served rich clients with deposit, fund and structured product offerings.
10/09/2023
Pessimism reigns across the wealth management industry
After a difficult 2022, wealth management profitability is on track to see further declines in all regions in 2023.
10/09/2023
UK wealth market remains in top five despite political instability
The UK’s wealth management market remains in the top five despite growing offshoring trends.
10/09/2023
Nedbank Private Wealth triumphs at the 2023 Intellidex Top Private Banks and Wealth Managers Awards
The awards are based on various criteria
10/09/2023
Why RBC Wealth Management is Underweight in credit in the UK and Europe & neutral in Gilts
Maintaining hiking optionality is pragmatic for the central bank, in our view, as the risks of upside surprises in inflation data remain.
10/06/2023
Hong Kong’s Wealth Managers Expect Lower AUM Growth in Five Years
The number is higher than only 8 percent of wealth managers in a survey in 2022.
10/06/2023
DBS and Univers partner to scale digital solutions for net zero across Asia
Technologies introduced to improve measurement and management of emissions for SMEs
10/06/2023
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management
10/06/2023
Vanguard bolsters headcount in Europe as profit grows 13%
Growth of UK platform helps boost asset management giant's coffers
10/06/2023
UBS Legend Raves About Sergio Ermotti
In the current environment, it's not the best way to secure capital and desired valuations, he said.
10/06/2023
AssetCo dumps fledgling infrastructure unit
Martin Gilbert’s asset management consolidator is selling loss-making River & Mercantile Infrastructure LLP to its managers for £1.
10/06/2023
1 in 30 HNW individuals relying 100% on their homes to fund retirement
As house prices and trends in the overall housing market raises concerns about retirement plans
10/06/2023
SJP should move to passive funds and overhaul fee structure, says analyst
It also proposed switching up the fees SJP charges which would see overall client fees drop as well as a slight fall in adviser remuneration.
10/06/2023
Hong Kong Wealth Firms’ Gloom Spreads With Drop in Assets
Concern over geopolitical tensions jumps among wealth firms
10/06/2023
FCA crypto promotion rules will enhance wealth manager competitiveness – Avaloq
The next step in the evolution of their offerings is to provide investment advice on cryptoasset holdings, and the FCA’s new rules may accelerate the development of more innovative offerings.
10/06/2023
LGT Wealth Management’s charity dodgeball tournament raises £53,056
LGT Wealth Management’s charity dodgeball tournament raises £53,056
10/05/2023
ABN AMRO and Motive Partners form strategic partnership
Their partnership unites two leading venture platforms, each with decades of fintech expertise and a dedication to innovation in both financial services and venture capital.