04/25/2022
How the ground is shifting in the financial advice landscape
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
Wealth and Asset Management
04/25/2022
Huriya Private: Realise financial freedom with its advisory services
Providing bespoke strategic management support to international clients since 1996
04/25/2022
Morgan Stanley Wealth Management Launches “Come In, Let’s Talk” Podcast
A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street
04/22/2022
HSBC Launches Private Banking Branch in Shenzhen
This marks the fourth city in mainland China that HSBC has rolled out a private banking business including Beijing, Shanghai and Guangzhou.
04/22/2022
UOB: Southeast Asia May Leapfrog Banks to WM
To be sure, the potential pool of customers for banking and wealth management growth in Southeast Asia is huge.
04/22/2022
Is the New Money Faucet Closing for Swiss Banks?
J. Safra Sarasin was another, reeling in «record net new assets» of 15 billion francs last year.
04/22/2022
HSBC AM launches sustainable European-focused ETF
Article 8 fund
04/21/2022
SJP partners get new vulnerable client tools
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
04/21/2022
Zwei Wealth opens ‘wealth office house’ in Zurich
It features meeting rooms for investment committees, a newsroom and a library.
04/21/2022
Monthly Update: Markets Return to Pre-Invasion Levels
Stock markets are back to where they were before Russia’s invasion of Ukraine, turning in a relatively solid performance in March.
04/21/2022
The best wealth managers for ultra-high-net-worth clients in 2022
The best wealth managers offer a broad range of financial services which relate to a client’s circumstances.
04/21/2022
SEI Reports First-Quarter 2022 Financial Results
SEI Investments Company today announced financial results for the first-quarter 2022
04/21/2022
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/21/2022
UBS to Launch Alternatives Program for Ultra-Wealthy Clients
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA's financial crime conference to be the first in-person conference since covid-pandemic
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/21/2022
Zoe Announces Hiley Hunt Wealth Management as Part of the Zoe Advisor Network
The firm currently manages $165 million in Assets under Management.
04/20/2022
Quilter reports resilient gross and net flows
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Credit Suisse expects first-quarter loss after boosting legal provisions
Ad hoc announcement pursuant to article 53 LR
04/20/2022
Itaú Private Bank's Miami flows hit record as Brazilians flock offshore
On the one hand, there was a scenario that benefited them with FX rates going down and on the other hand interest rates are so high [in Brazil] that clients right now do not want to stay on the local fixed income side.’
04/20/2022
GAM Holding AG Releases Interim Statement For The Three-Month Period To 31 MArch 2022
The client will be moving approximately CHF 10.5 billion of funds and approximately CHF 1.0 billion will remain with GAM.