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Wealth and Asset Management

10/10/2023

Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud

Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services

10/10/2023

Quintet Private Bank and Moonfare partner to expand private-market access

For Moonfare, the agreement further expands its distribution capacity in the high-net-worth market via a trusted partner operating across Europe.

10/10/2023

Basler Kantonalbank becomes new issuer on BX Swiss in the trading segment deriBX

Basler Kantonalbank is regarded as an outstanding partner in the structured products market.

10/10/2023

UBS: Things are crumbling within our own ranks

There are several reasons for this.

10/10/2023

Germany's Richest Financial Professionals Aren't Bankers

In Germany, the nation of corporations, vast fortunes continue to be made with hardware, with the less tangible business of money a long way behind.

10/10/2023

IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023

Spanning 21 categories, the awards recognise everything from international businesses to city eateries.

10/10/2023

Hong Kong wealth market sees 80% drop in fund flows

The report revealed that 2022 witnessed $15 billion in fund flows, compared to $82 billion and $83.84 billion in 2021 and 2020, respectively.

10/10/2023

Societe Generale PB and Kleinwort Hambros launch art advisory service

Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.

10/09/2023

Hong Kong's Private Wealth Managers Brace for Slower Growth Amidst Global Challenges

The report highlights that challenging external factors, notably the macroeconomic environment and market volatility, continue to be the primary concerns for the industry.

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.

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

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