11/03/2022
BNP Paribas Group: Results as at 30 September 2022
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2022.
Wealth and Asset Management
11/03/2022
Focus Financial Partners Reports Third Quarter 2022 Results
This year will be one of our strongest for M&A activity overall, as well as one of our most active years for mergers on behalf of our partner firms.
11/03/2022
UBS looking to close dealmaking and advisory business in MENA region
The bank also decided to withdraw its on-the-ground activities in the last few weeks.
11/02/2022
Citi Launches New Wealth Center in Hong Kong
Hong Kong is one of four global wealth hubs for Citi, alongside Singapore, London and UAE.
11/02/2022
Swiss bank Julius Baer plans expansion in Hong Kong after pandemic to tap wealth management opportunities in China, Asia
“Hong Kong will continue to be a growth story for Julius Baer in the years to come.”
11/02/2022
J.P. Morgan Wealth Management Launches Remote Investing Advice
Launch includes offer to waive advisory fees for six months
11/02/2022
Gallagher swoops for wealth management platform
The f3 Companies are a wealth management platform with more than $1 billion in assets under management.
11/02/2022
IQ-EQ Guernsey three shortlisted in the 2023 Citywealth Powerwomen Awards
The Powerwomen Awards highlight female leaders of today and tomorrow by recognising their success and celebrating diversity across the wealth sector.
11/02/2022
Credit Suisse Back in Vogue With Qatar Wealth Fund
Understandable given the bonds had coupons between 9 and 9.5 percent.
11/02/2022
Swiss National Bank, Banque de France, Monetary Authority of Singapore and BIS Innovation Hub to explore cross-border trading and settlement of wholesale CBDCs using DeFi protocols
In the future, similar AMM protocols could form the basis for a new generation of financial infrastructures facilitating the cross-border exchange of CBDCs.
11/02/2022
HIGHVERN announces expansion into the Cayman Islands
This expansion further cements HIGHVERN’s position as one of the leading multi-jurisdictional, independent service providers, with over 100 employees and offices also in Jersey, Guernsey, Ireland, Switzerland and the UK.
11/02/2022
Grammont Finance SA joins SIX Swiss Exchange
With Grammont Finance SA, the Swiss stock exchange welcomes its fifth new participant joining SIX Swiss Exchange in 2022, bringing their current total to 95.
11/02/2022
Can embedded finance change private banking for the better?
In addition, embedded finance-driven business lending is set to grow from $200m in 2021 to $1.3bn by 2026 with a whole new set of players entering the fold.
11/02/2022
JM Finn wins best Wealth Management firm for the fourth time
JM Finn is the best Wealth Management Firm at the Moneyage awards for the fourth year in a row.
11/01/2022
KPMG: The future of wealth and asset management
The road to success is holistic, hybrid and digitally enabled
11/01/2022
Private Equity Chases Rich Chinese Trying to Escape Market Chaos
The meeting reflects the confluence of two trends that are reshaping the private equity landscape in Asia.
11/01/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
11/01/2022
Coutts’ ESG director: SDR will be hard work but worth it
It also announced from June 2023 all regulated firms must name and market their products in a way that is “clear, fair and not misleading, and consistent with the sustainability profile of their product or service” even if they don’t app
11/01/2022
Vontobel Zurich private banking team exits
Marcio Medeiros, head of the private bank's adviser team covering Brazil from its desk in Zurich, will leave the firm along with three others.
11/01/2022
Robeco launches ‘nature positive’ fund for Zurich thematic team
The asset manager believes the market for biodiversity-friendly investments is ‘one of the largest opportunities of our times’.