02/01/2022
UBS in Asia Pacific Runs Even With Other Regions
Pre-tax profit in the Asia Pacific region rose 21 percent in 2021 to $2.6 billion US dollars and were up by 34 percent in the fourth quarter from a year earlier.
02/01/2022
Piguet Galland takes former cantonal banker
At Piguet Galland, he will work in the asset management department and provide customers with tailor-made solutions.
02/01/2022
Zug IAM receives Finma licence and starts recruitment drive
Also runs a blockchain fund.
02/01/2022
Accuro London expanding its offering to regulated Trust & Fidiciary services
The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.
02/01/2022
Schroders Capital completes acquisition of Dutch real estate investment specialist
The acquisition is expanding Schroders Capital’s client offering in a key European growth market.
02/01/2022
The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.
02/01/2022
Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
01/31/2022
This builds on the previous data from last year, which showed that the number of JPFs grew 13% over the first half of 2021.
01/31/2022
Gold for Praxis Hong Kong team
This is the third consecutive year the team has been shortlisted for the award, previously receiving bronze in 2021.
01/31/2022
What high-net-worth investors are doing to avoid market carnage
Incorporating alternatives can help boost portfolio performance while protecting it against downside risk.
01/31/2022
Arvest Wealth Management announces year-end results
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
01/31/2022
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
The UBP Asia CEO is optimistic that the bank can make similar gains in terms of DPM penetration in 2022
01/31/2022
The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.
01/31/2022
Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e
01/31/2022
It is the firm’s 60th M&A deal since 2014
01/31/2022
It will allow the firm to expand its reach in the ‘key regional centre’
01/30/2022
Goldman Sachs lures Aussies for Kiwi Wealth review
Kiwi Wealth is a default KiwiSaver provider, with about $N9 billion in its scheme.
01/30/2022
Deltec Bank and Trust acquires Ansbacher (Bahamas)
“The decision to divest Ansbacher does not impact any other AF Holdings entities or investments.”
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.