09/29/2022
Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.
Wealth and Asset Management
09/29/2022
RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus
New Product Helps Small and Mid-sized Business Owners Provide Essential Benefits to Employees by Reducing Administrative Burdens and Mitigating Risk
09/28/2022
Migros Bank offers advice in post offices
On the other hand, Swiss Post employees in 26 branches arrange an appointment with Migros Bank for interested customers.
09/28/2022
Ten advisors managing $2.85 billion join UBS in Washington, D.C.
The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.
09/28/2022
Mini-budget: Tax cuts and sterling
With new Chancellor Kwasi Kwarteng cutting taxes left, right and centre, here’s what it could mean for investors.
09/28/2022
Credit Suisse Brightens Dull Singapore IB Market
In the M&A any involvement league table, Credit Suisse jumped from 11th to sixth place, recording five deals worth $9.9 billion.
09/28/2022
EFG economist: Unprecedented SNB rate hike was 'surprisingly dovish'
Markets expect a further 0.75 percentage points rate hike by the end of 2022, but GianLuigi Mandruzzato is not sure this will happen.
09/28/2022
Emerging markets offerings to dominate wealth management industry growth
Followed by acquisitions of smaller players
09/27/2022
Swiss private banks will have to pay attention to this in the future
The strong performance of the financial markets in 2021 led to record results, especially for large and medium-sized private banks, while smaller competitors were able to postpone a thorough review of their difficult profitability situation.
09/27/2022
Germany: further decline in IFO expectations
Rises of electricity and gas have pushed up PPI inflation; prices of intermediate and manufacturing goods prices were down over the month.
09/27/2022
Change-makers meet to build ocean investment community
Deutsche Bank & ORRAA co-host leading investors, entrepreneurs and philanthropists in Mallorca
09/27/2022
M&A and Advisor Recruitment Are Top-of-Mind for Private Banks
Banks employ inorganic growth strategies amid heightened competition in wealth space
09/27/2022
Royal Bank of Canada completes acquisition of Brewin Dolphin
Deal creates premier wealth manager in the UK, Channel Islands and Ireland
09/27/2022
Credit Suisse Group is well on track with its comprehensive strategic review
The Board of Directors and the Executive Board are considering alternatives that go beyond the conclusions of last year’s strategic review.
09/27/2022
The private equity platform heavyweights targeting wealth managers
iCapital head of international Marco Bizzozero and PM Alpha chief executive Tom Douie make the case for wealth managers to invest in private equity.
09/27/2022
Postfinance must not become an entire bank
Postfinance and the Federal Council hoped that the lending would stabilize the business model; Due to the low and negative interest rates, the bank's earnings have eroded.
09/27/2022
Close Brothers Group: Preliminary Results
The group delivered a solid performance with strong income growth in Banking
09/26/2022
Julius Baer is bullish on the Middle East as region outperforms global business
Exclusive: The Swiss private bank, with $442.7bn in assets under management, will open a new hub office in Qatar next month to boost presence in the region, chief executive says
09/26/2022
Citi to wind down UK retail banking ops to focus on wealth management
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
Kingswood to enter Ireland with €25mn adviser purchase
The deal, which is still subject to regulatory approval, will see Kingswood take a 70 per cent stake in the business for a total cash consideration of €25.8mn (£23.4mn).