11/04/2021
Zoe Financial partners with wealth management firm
Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.
Wealth and Asset Management
11/04/2021
CaixaBank named 'Best Private Bank in Spain'
The awards' jury, which distinguishes excellence in the sector, has recognised in 2021 CaixaBank's private banking business model, focused on quality advice and its commitment to sustainable financial advice, constant growth and the use of new t
11/04/2021
Integrity Wealth Team joins LPL
Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.
11/04/2021
Credit Suisse Group announces Q3 financial results
Credit Suisse reported strong third quarter pre-tax income and a CET1 ratio of 14.4 percent
11/04/2021
Hansard Global: First trading update for the year
Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021
11/04/2021
Credit Suisse Folds Private Wealth Into One
The bank will reduce capital in the investment bank by more than $3 billion by the end of 2022, while it will reassign capital to the newly formed private bank.
11/04/2021
LGT Vestra partners cash out £23m as profit climbs 50%
The wealth firm’s partners cashed out £23m in 2020 as profits were boosted.
11/04/2021
Valiant: Asset management is finally taking off
Valiant increased its income from commission and service business by 5.5 percent to 48.4 million francs, thus also exceeding the 3 percent target.
11/04/2021
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Digitization is enabling expansion of SBL to retail wealth
11/04/2021
Quilter to restructure business divisions
As it creates two segments focussing on HNW and affluent clients
11/04/2021
Lombard Odier wins prestigious sustainability award
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
11/04/2021
Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services
Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic
11/04/2021
New priorities for family offices and UHNW clients revealed in global survey
The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families.
11/04/2021
Manulife reports 3Q21 net income of $1.6 billion and core earnings of $1.5 billion
The impact of the pandemic continues to vary across the globe with North American markets beginning to experience a recovery
11/03/2021
Wealth Management Technology Trends Previsory
Wealth management firms need to leverage the technology trends that are enabling the shift toward scalable, client-centric ecosystems or risk becoming vulnerable to competitors and disruptors.
11/03/2021
Blackstone Cozies Up to Swiss Banks
This is less than UBS's $4.5 trillion in invested assets, or the $9.5 trillion in assets under management at fund giant Blackrock.
11/03/2021
Credit Suisse to tighten the reins after string of scandals
One key change is expected to be the creation of a single wealth management division that caters to a global elite
11/03/2021
Raiffeisen profit jumps 76pc
After the pandemic-driven recession in the previous year, the current financial year is being marked by economic recovery.
11/03/2021
CI Financial to acquire $4.1 billion private client RIA
Agreed deal takes CI's U.S. assets to more than US$87 billion
11/03/2021
Credit Suisse to tighten the reins after string of scandals
Credit Suisse drafted in seasoned banker Antonio Horta-Osorio as chairman in April to stop the rot and he will lay out his charter to reform Switzerland's second-biggest bank on Thursday when it presents third-quarter results.