06/30/2023
SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings
Three New Sets of Strategies Further Enhance Flexibility for Advisors
Wealth and Asset Management
06/30/2023
Mediobanca, in agreement with Apollo GM: rapidity-flexibility in the use of capital
As it reports Bebeezthe partnership with Apollo is in fact the first of a long series.
06/30/2023
J. Safra Sarasin Poaches From Credit Suisse Capital Markets
Other employees from the Credit Suisse department will move to Deutsche Bank, according to another source.
06/29/2023
Comnexa celebrates success at CityWealth Brand Management and Reputation Awards
Comnexa’s expertise and dedication to serving clients in the wealth management sector were acknowledged with the Silver Award in the highly competitive ‘Best Product / Service of the Year’ category.
06/29/2023
1832 Asset Management announces proposed fund mergers, associated fee reductions and other changes for Scotia Aria Portfolios
The Continuing Funds will be renamed to ensure asset allocation options are described consistently across all Scotia Portfolio Solutions.
06/29/2023
Leading law firm for taxation, aviation and family wealth management at China Business Law Awards 2023
These wins are a testament to the firm’s broadening network and expanding range of services that have strengthened our reputation as a leading international law firm in Asia.
06/29/2023
Rothschild & Co appoints UK Wealth Management Head of Marketing & Business Development
Matthew is a senior Marketing & Business Development professional with over 20 years' experience working in London, New York and Hong Kong
06/29/2023
GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group
The Transactions are expected to close during the fourth quarter 2023
06/29/2023
Cantonal banks sell significant stakes in GLKB
The group has sold around 1.5 million shares, significantly increasing the free float.
06/29/2023
BNP Paribas Wealth Management publishes an exclusive report with the SDA
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
Daniele Brupbacher Goes From Sell-Side to Ermotti's Side
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.
06/29/2023
Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre
The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.
06/28/2023
Ardshinbank Private Banking Receives Recognition as Best in Armenia by Global Banking & Finance Review
This prestigious accolade serves as a testament to the bank's leading position within the industry, exceptional customer service, and personalized offerings.
06/28/2023
'Augmented banker' key to PBs’ digitalisation push
Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.
06/28/2023
IG bonds dominate Asia's discretionary portfolio mandates
Bonds are back, as clients seek protection after a rocky year, Asia DPM heads of Deutsche Bank IPB, JP Morgan PB and Pictet WM tell Citywire Asia.
06/28/2023
Innovative Ways of Attracting and Serving Clients Draw Accolades for Merrill Wealth Management and Bank of America Private Bank
Wealth Management Businesses Receive Multiple Industry Awards for Digital Innovation and Leadership.
06/28/2023
Switzerland clings on as world’s top offshore wealth centre
A year ago BCG forecast that Hong Kong would overtake Switzerland as the world’s leading offshore wealth centre by the end of 2023.