05/27/2022
HSBC Announces Hiring Plans for China Wealth Unit
In addition, the bank also introduced an enhanced offering for its affluent business with the launch of HSBC Premier Elite for clients to gain access to dedicated and personalized services.
05/27/2022
JBWere seals strategic alliance with Lombard Odier
Lombard Odier and JBWere have worked in close partnership since 2011.
05/26/2022
NFP Acquires Financial Advisory Firm Simon Shirley Advisors
Acquisition expands NFP's presence, employee benefits and wealth management offerings in Ireland
05/26/2022
Lombard Odier Formalizes Strategic Partnership in Australia
In exchange, Lombard Odier will be able to leverage JBWere’s local knowledge and network to grow its client base in the Asia Pacific region.
05/26/2022
Schroders subsidiary buys UK financial advice firm
This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.
05/26/2022
BMO Financial Group Reports Second Quarter 2022 Results
This collaboration brings innovative sustainable finance solutions to Canadian businesses, to help them transition from carbon-intensive operations to those that can eliminate or significantly reduce emissions, supporting our collective ambition for a net
05/26/2022
Cresent to Merge with Family Wealth Firm
The merger is expected to be complete within 30 days, pending regulatory approval.
05/26/2022
The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.
05/26/2022
However, staff turnover is no higher than before the Corona crisis
05/26/2022
The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.
05/26/2022
HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.
05/26/2022
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
05/26/2022
When it comes to managing money, good relationships are vital. Here, two of Charles Stanley’s Investment Managers explain the importance of their dealings with Independent Financial Advisers.
05/26/2022
Net income also benefitted from net favourable tax adjustments in the current quarter.
05/25/2022
UBS CEO Says Wealth Clients Digest Triple Whammy of Shocks
Global investors are jittery as markets navigate a world of rising interest rates, soaring inflation and the impact of China’s strict Covid policies on the global economy.
05/25/2022
The most recent high-profile investment trends are cryptocurrency and sustainable investing – two vastly different concepts but both enjoying booms worldwide.
05/24/2022
Credit Suisse Private Banking Looks East
Credit Suisse hired the advisors to attract and service family offices, entrepreneurs, and ultra-high net worth individuals (UHNWIs), those with at least $30 million of investible assets.
05/24/2022
Asia private banking clients will be able to trade fixed coupon structured products on their mobile phones.
05/24/2022
Morgan Stanley Wealth Management Vice Chair Rick Skae Dies at Age 65
The cause of death was not disclosed. In the memo, Saperstein said he had “lost a lifelong friend” and called it “a true tragedy that his life was cut short prematurely.
05/24/2022
Gottstein Counters Critics and Lays out Path
In the interview, Gottstein said that he has a clear mandate from the board to continue in his position at the Swiss bank which has faced a spate of bad news.