06/08/2021
Credit Suisse's Taster of Archegos Losses
The spring 2020 incident prompted changes in risk-monitoring which still haven’t been fully implemented at the Swiss bank, the outlet reported.
Wealth and Asset Management
06/07/2021
SIX Wins the “Best in Survey” Awards for Asset Servicing and Risk Management
SIX was again recognized by the distinguished Global Custodian Leaders in Custody Awards and besides the two main awards has won as well an “Outstanding Performer” award for the Western Europe region.
06/07/2021
Ex-1825 duo team up with multi-asset pair for new Raymond James firm
Tony Moss and Robert Goldschmidt have set up a new investment business, with multi-asset duo Simon Evan-Cook and David Jane sitting on its investment committee.
06/07/2021
Schroders brings together its private assets capabilities under Schroders Capital brand
Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses.
06/07/2021
Review of the week: A changing tune
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
06/07/2021
BNP Paribas AM launches ecosystem restoration fund
The new fund will be managed by Edward Lees and Ulrik Fugmann and will invest in companies focused on aquatic, terrestrial and urban ecosystem restoration.
06/07/2021
Citi (C) Hires Financial Advisers to Expand Wealth Management
Citigroup is focused on simplifying its business lines.
06/07/2021
Butterfield launches mortgage services
BUTTERFIELD is aiming to shake-up the mortgage markets in Guernsey and Jersey with the launch of a suite of new products.
06/07/2021
C Hoare & Co unveils new sustainable bank card
The eco-friendly cards will be introduced over a three-year period to avoid generating additional waste by replacing plastic cards before the end of their natural life cycle.
06/07/2021
Women’s Wealth Grows, Private Banks Respond
Top banks narrow the gender gap to better serve all investors.
06/07/2021
Hywin Reports Big Net Income Rise
Total net revenues in the quarter ended March 31, 2021 increased by 46.5% to RMB462.80 million (US$71.41 million) from RMB315.88 million in the same period of 2020.
06/04/2021
Three UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
This year's list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
06/04/2021
Funding for wealth management technology heats up
Interest in financial technological solutions driven by the ongoing Covid-19 pandemic and demand for better customer experiences
06/04/2021
Global wealth firm unveils private client arm in Australia
It previously only served the institutional market in the region
06/04/2021
Asian family biz wins digital bank license in Labuan
Portcullis, a family office run by David Chong, is set to disrupt private banking with digital-bank Baxian.
06/04/2021
UBS Covets Dutch Asset Manager Up For Grabs
The asset management business of Switzerland's largest bank, now overseen by Suni Harford, has been the subject of merger rumors for some time.
06/04/2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private Bank
The recruitment win was just the latest of several for UBS in recent months.
06/04/2021
Stratos Wealth Partners adds Trivium Wealth Management to network
The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.
06/04/2021
Is the concept of wealth management just for the rich?
Proper wealth management is the key to creating generational wealth and securing a legacy for your family.
06/03/2021
JPMorgan's asset, wealth management division exploring acquisitions -executive
While JPMorgan has looked at a number of possible deals, the bar for an acquisition is high.