03/10/2022
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
Wealth and Asset Management
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Why female clients are ‘underserved’ by wealth management firms
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
HNWs underserved by market, says Wealth Club boss
This means in many cases they are dumbing down everything they do, he added, so in effect someone with £1mn to invest is being treated in the same way, and given the same products, as someone with a £100 to invest.
03/09/2022
Quilter reports 28% profit growth
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Consolidation in banking: the challenges of an acquisition
The second important requirement is complementarity.
03/09/2022
Five UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.
03/08/2022
Thomas von Hohenhau: «As Safe As Money in the Bank»
He also told us how safe VP Bank's tokens are and who can benefit from them.
03/08/2022
Top UBS Wealth Manager Targets $5 Trillion Held by Women in Asia
UBS is focusing on adding new economy clients, China wealth
03/08/2022
IQ-EQ shortlisted for four awards
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.
03/08/2022
Top UBS Wealth Manager Targets $5 Trillion Held by Women in Asia
UBS estimates that wealth for women in Asia outside of Japan will jump to $7.3 trillion by 2025, an increase of about 50% from $4.8 trillion in 2020.
03/08/2022
Cyprus wealth manager targets key locations across Europe and beyond
Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad.
03/08/2022
Quilter prepares for greatly expanded WealthSelect MPS range
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.
03/08/2022
Swiss teenager wants to defy the Atlantic – private bank is on board
There she will prepare for the transatlantic regatta Mini-Transat, in which she will be supported by the Geneva private bank Mirabaud .
03/08/2022
VP Bank Returns to Profit Growth in 2021
The proposed dividend of CHF 5.00 represents an increase of 25 per cent and underscores the profitability of VP Bank and the aim to provide an attractive dividend yield over the long term, which as at the end of 2021 stood at 5.2 per cent.
03/08/2022
Westpac Invites Bids for Wealth Platform
Australia’s third-largest lender is allowing interested suitors access to confidential information about the business, according to the people, who asked not to be identified as the process remained confidential.
03/08/2022
Why automated reconciliations are crucial for wealth managers
As a result, many firms are turning to digital transformation to help square the circle of improving data integrity and reporting
03/08/2022
Credit Suisse triggers margin calls to wealth clients over Russian assets
The bank asked its wealthy clients to post more collateral after slashing lending values on Russian securities