04/12/2022
Eight wealth managers' top fund picks for new ISA season
With the new ISA season upon us, we asked professional fund selectors and analysts which funds they are backing this year.
Wealth and Asset Management
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
04/12/2022
Zug WM launches fund targeting high quality European stocks
The Dynamic Equity Europe, a sub-fund of Tramondo UCITS funds, has a defensive approach with active risk management.
04/12/2022
Maerki Baumann : Strong business result and new member of the Board of Directors
The strong result can be put down to successful business activities, substantial organic growth in all business areas and a pleasing performance.
04/12/2022
Cantonal banks are gaining more and more ground in wealth management
With a total of CHF 2.7 billion, wealth management thus contributed almost 30 percent to the total business income.
04/12/2022
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management
04/11/2022
Citigroup to keep hiring in private banking push amid growth, rivalry in China’s Greater Bay Area
Citigroup joins HSBC, Standard Chartered and Bank of China (Hong Kong) in boosting wealth managers in Bay area deemed as ‘richest megalopolis’
04/11/2022
Turning Japanese
“Money talks – and mine said ‘goodbye !’” - Anonymous.
04/11/2022
Family Offices Drive DBS Private Bank Assets Higher
DBS Private Bank does not disclose the absolute figures for its AUMs.
04/11/2022
Julius Baer Private Banker Relocates to Lugano
Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.
04/11/2022
Hightower Receives Official Charter for Hightower National Trust Company
With approval from the U.S. Office of the Comptroller of the Currency, Hightower launches Hightower National Trust Company, offering corporate and administrative personal trust services for Hightower advisors and their clients.
04/11/2022
MHA MacIntyre Hudson takes majority stake in Cave & Sons to strengthen private wealth management offering
MHA Caves Wealth will continue to serve all of its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.
04/11/2022
Groupe Indosuez Wealth Management : Indosuez's offer highlighted at the WealthBriefingAsia Greater China Awards 2022
In a competitive and demanding wealth management market, these awards reflect the relevance of Indosuez's strategy and its usefulness to its clients and society.
04/11/2022
Top 50: WMs on how they select socially responsible funds
These wealth managers reveal how they check whether a fund is socially responsible
04/11/2022
Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners
More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.
04/11/2022
Société Générale exits Russia and sells Rosbank stake
The transaction will close in the coming weeks, with the Rosbank stake sold to Interros Capital.
04/11/2022
Game on - how to attract tech talent to wealth management
And while Julius Baer may not be a tech company, it does have clients who expect an extraordinary niveau when it comes to their experience with the Bank, both in person and online.
04/11/2022
Smith & Williamson International completes acquisition of 7IM Jersey Branch assets
7IM will continue to provide services to its Platform clients in Jersey. Grant Hamilton, Director at 7IM Jersey, will join Smith & Williamson International’s office in St. Helier, Jersey.
04/11/2022
Ravenscroft investment manager recognised in Citywire Top 30 Under 30
Now in its twelfth year, the Top 30 Under 30 showcases the best young talent from across the UK and those who are making their mark in the investment world.
04/11/2022
RBC Global Asset Management Launches China Equity Fund
The Fund's investment team looks to invest in Chinese companies with reliable management and track records in risk management and capital allocation.