02/23/2022
HSBC takes charge on Chinese real estate and warns of wealth slowdown
Outlook blemishes otherwise buoyant fourth-quarter earnings as profit doubles and targets boosted
02/23/2022
‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?
The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?
02/23/2022
Brazil prioritises rate hikes and financial stability over growth
The monetary tightening cycle is close to completion in Brazil: we expect another two interest rate hikes, taking the terminal benchmark rate to 12.25% in May
02/23/2022
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.
02/22/2022
“First and foremost, digitisation underwent a considerable push since the first times of the pandemic"
02/22/2022
Only in February, it reported an annual loss while defending itself in a federal money laundering trial.
02/22/2022
Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.
02/22/2022
Wealth manager Hub24 races to beat ‘war for talent’
The ASX-listed wealth management platform
02/22/2022
The company reported pre-tax profits of £151.2mn in the period.
02/22/2022
A CHF 4.50 dividend will be proposed to the general meeting.
02/22/2022
The overall bonus pool for employees at UBS is being increased by around 10% from the previous year
02/22/2022
The dividend proposed to the General Meeting will be increased by 20% to CHF 4.50.
02/22/2022
Net profit rose by around 19 percent to CHF 125.2 million compared to the previous year and sales by 20 percent to CHF 439.2 million.
02/22/2022
The acquisition of Cardale is anticipated to double Titan Wealth’s revenues and will also support its continued growth towards meeting its target of £20-30bn in AUM within four years of launch.
02/22/2022
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
02/21/2022
While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b
02/21/2022
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
The alternatives platform of Citic Securities has launched a China-market US dollar-denominated private equity fund.
02/21/2022
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/21/2022
In this interview with Help Net Security, Lee Garf, GM of Financial Markets Compliance at NICE Actimize, explains how behavioral intelligence technology can help the finance sector tackle client abuse and lower regulatory risk.