06/09/2022
Women must help each other to progress says wealth firm executive
The reasons for the inequality are multiple but one area that remains a significant challenge for the industry is the relatively-few women in the most senior roles.
Wealth and Asset Management
06/09/2022
Lovell Minnick Partners to take majority ownership in London & Capital
The transaction is expected to close in the fourth quarter of 2022, subject to regulatory approvals.
06/09/2022
Zoe Financial Reveals How They Select Their Award-Winning Advisor Partners
Zoe aims to help clients find the highest-quality guidance to manage and grow their wealth.
06/08/2022
Four UBS advisors in the Midwest Private Wealth Management market named to the Forbes/SHOOK Best-in-State Wealth Advisors list
These advisors go above and beyond to gain a deep understanding of their client’s passions, concerns and fears to provide personalized, comprehensive wealth management solutions.
06/08/2022
Global Business Outlook awards StanChart Best Wealth Management Bank for 3rd year running
This award cements the bank’s dominance in the provision of wealth management services in the industry.
06/08/2022
The private banking industry found it harder to fill digital media vacancies in Q1 2022
We've analysed the length of time job ads were live online across the job market using GlobalData figures
06/08/2022
Credit Suisse provides trading update
Market conditions so far in the second quarter of 2022 have remained challenging, consistent with our published outlook statement of April 27, 2022.
06/08/2022
250 year old Brewin Dolphin upgrades to combat the cyberfraud era
Brewin Dolphin Improves Security Visibility and Control with ExtraHop
06/08/2022
British wealth manager SJP eyes China’s growing pension market, details retirement risk for Hong Kong’s ‘sandwiched generation’
The company also released research showing Hongkongers with multi-generational responsibilities are being squeezed by inflation and slower growth
06/08/2022
Citi Plans Hiring Spree for Institutional Business in Asia
Citi plans to hire around 3,000 employees for its institutional business in Asia over the next few years
06/08/2022
ZEDRA acquires AlleyBe in Malta
The acquisition adds 25 new team members to ZEDRA Malta.
06/08/2022
GAM Wins the Swiss Sustainable Funds Award as "Best Swiss Equities" for the Second Time
This is where our sustainability assessment of companies comes in.
06/08/2022
Final Results, Investor Presentation, Board Change
There remains further development work required before we expect to see the full benefits of this initiatives.
06/08/2022
Top Swiss pension fund returns ten times more than lowest performer: ZKB study
The study also commented on equity weightings in the pension funds.
06/08/2022
Singapore's Capital C Corporation bags SGD74 million in funding
They pride themselves on leveraging the best-emerging technologies in the market to streamline and modernise their workflows to better serve their clients.
06/08/2022
BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers
Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.
06/08/2022
Wealth Management Firms In Asia are Cautious To Promote Digital Assets
Research shows that wealth management businesses have set plans to almost quadruple assets under management and increase revenues by 60% by 2025 relative to 2021 levels in Asia, which is the primary center of operation for these firms.
06/08/2022
The Six and a Half Lives of Thomas Gottstein
If bank boss Thomas Gottstein were a tomcat, says a good Credit Suisse (CS) insider, six and a half of his life would have been forfeited.
06/07/2022
Two China Banks Fined Over Wealth Management Violations
China Everbright Bank was filed 8.3 million yuan (US$1.25 million), while Bank of China was fined 6.6 million yuan
06/07/2022
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.