01/03/2022
Credit Suisse Director Honored in Britain
Richard Meddings was made a Commander of the British Empire by Queen Elizabeth in her annual New Year's honors list.
Wealth and Asset Management
01/03/2022
MAI Capital Management Acquires Monarch Business & Wealth Management
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division
01/02/2022
How the wealth management industry is evolving with changing customer needs
The majority of incremental market growth in future will go to 'WealthTech' enterprises with a 'phygital' (physical + digital) model that goes beyond traditional firms, say experts.
12/30/2021
Kingswood releases £3m for M&A growth
This is the eleventh tranche of such shares issued as part of an £80m commitment made to Kingswood by investment management firm Pollen Street back in September 2019. Some £47.8m in total equity has been issued so far.
12/30/2021
Build Wealth With This Guide To Passive Real Estate Investment
Passive real estate investing can create the ability for individuals to invest in real estate without the stress or time constraint of operating the real estate property.
12/30/2021
Americans Relocating Triggers a Need for Financial Advice
COVID-19 has Americans on the move. And that's an opportunity for advisors.
12/29/2021
Morgan Stanley will frame new portrait at the helm
The Australian who has run the New York bank since 2010 has turned in a better performance than most rivals.
12/29/2021
Swiss Boutique Beefs Middle East Expertise
It employs roughly 50 people in Geneva, Zurich, and London and manages $4 billion.
12/29/2021
Swiss Finance's Women To Watch in 2022
Ariane de Rothschild who began her career trading metals and forex and became a baroness through marriage, took over at Edmond de Rothschild this year
12/29/2021
Celeb Crackdown Hits China's Wealthy Client Base
They are making life increasingly difficult for wealth managers.
12/29/2021
The biggest risks these eight private bank CIOs are bracing for in 2022
As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.
12/29/2021
Credit Suisse Probes Chairman's COVID Rulebreak
The Swiss bank launched a probe into its chairman for skirting COVID-19 rules, finews.com has learned.
12/28/2021
Most UHNW Investors Want Tangible Assets Included on Their Balance Sheet: Report
For example, while only 53% of advisors consider tangible assets as part of their ultra high net worth clients’ wealth, 87% of the clients do, according to the report.
12/28/2021
Top Wealth Management experts that Indians HNIs follow!
Wealth management has no target per se nor a defined destination, but instead, it is a life-long process that aims to provide techniques and plans to attain financial goals, which in turn facilitate the attainment of one’s life goals.
12/28/2021
“You’ve not seen anything yet”: how to change with purpose – Peter Flavel
Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp
12/28/2021
Banque Heritage accelerates business in South America
The task of DEG - a subsidiary of the German state development bank, Kreditanstalt für Wiederaufbau KfW - is to promote private-sector structures in developing and emerging countries through long-term project and corporate financing.
12/27/2021
PIMFA Calls for “Greater Ambition” to Address FSCS Levy Funding Issues
Setting out a set of principles for reform is welcome and we are committed to engaging with this process in order to achieve the best possible outcome for consumers and our members.
12/27/2021
The Top HNW Story of 2021: Possible Tax Changes Coming for HNW Investors
The ever-shifting bill and the byzantine machinations that are being employed to potentially push it through with a slim Democratic majority has already experienced enough twists and turns to make it look like something out of a Hollywood movie.
12/27/2021
Barclays to expand private banking in Singapore from its base in India
Setting up a local branch is part of the plan to grow its Australian client by offering its services to more corporate and institutional clients.
12/27/2021
Predictive trends in the wealth management space for 2022
The wealth tech industry stands as no exception, to this new era of rapid innovation.