03/01/2022
Bellevue achieves a 93% increase in net profit
Bellevue achieved record profits amid an overall positive market backdrop
Wealth and Asset Management
03/01/2022
Abrdn returns to growth in ‘reset year’
The company simplified and extended its strategic partnership with Phoenix, bringing commercial and financial benefits.
03/01/2022
J. Safra Sarasin Group announces continued growth and significant performance in 2021
These results in 2021 proved our strengths again
03/01/2022
Tilney Smith & Williamson AUM reaches record £57.7bn ahead of summer rebrand
‘Continues to explore’ acquisition opportunities
02/28/2022
Objectway confirmed as key partner in Rathbones’ digital strategy
In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.
02/28/2022
The investor paradigm is shifting – what’s next?
In 2020 and 2021 alone we made huge investments in our digital and client-facing solutions to enhance features such as digital on-boarding.
02/28/2022
Mediobanca launches venture capital fund with Russell Investments
The fund of funds will focus on technology startups based in the United States.
02/28/2022
Aussie wealth firm apologises for pushing Russian stocks
“Geopolitical events tend to be short-lived … Russian stocks are very cheap on any metric and offer a 20 per cent-plus dividend yield.”
02/28/2022
Does your wealth advisor have too many clients?
Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.
02/28/2022
Sionic Shortlisted in the 2022 WealthBriefing European Awards
Each of these categories is highly contested and subject to a rigorous process before the ultimate winner is selected by the judges.
02/27/2022
Carlie Anderson Strategic Wealth Planning opens Hong Kong office
Carlie Anderson Strategic Wealth Planning, are establishing offices in the heart of Hong Kong to better Serve Investors in a rapidly growing Asia Pacific Market.
02/27/2022
Hana Bank to expand art wealth management
Based on the partnership, Hana Bank will provide consulting services for clients interested in purchasing and selling artworks.
02/25/2022
Nomura to Expand Asia Wealth Business
The report said Nomura has already hired more than 50 relationship managers from other banks, including BNP Paribas and Deutsche Bank.
02/25/2022
Rothschild receives two of the top awards
For Bank for Governments of the Year, judges highlighted our willingness and ability to think creatively for clients and our trusted relationships with governments around the world.
02/25/2022
Morningstar: Fourth-Quarter, Full-Year 2021 Financial Results
Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.
02/25/2022
Julius Baer sells 50% stake in major Mexican wealth manager
The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.
02/25/2022
Quilter Cheviot partners with the WealthiHer network
The WealthiHer Network is a leading professional network
02/25/2022
LLB Group reports record growth
With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.
02/25/2022
UBS – after the price crash, the inevitable happens
As the world's largest private bank, UBS is regularly exposed to the problem of margin calls.
02/25/2022
Director of Barings EMEA trust steps down from Russian bank directorship
Sberbank accounts for 32.6% of Russia's total bank assets.