10/19/2022
Quilter assets dip in rough conditions ahead of Feeney exit
Assets under management at Quilter dipped 2% in the third quarter, falling to £96.9bn from £108.5bn in the same period of 2021.
Wealth and Asset Management
10/19/2022
Ares prepares strategies to meet wealth manager demand outside US
The firm’s wealth management solutions business is now a year old and is eyeing opportunities beyond its domestic borders.
10/19/2022
HSBC expands private banking in UAE to cater to growing millionaire base
Lender opens branch for clients with investable assets of more than $2m
10/19/2022
Citi’s Switzerland CEO shares ‘big plans’ for private banking
Marni McManus took over the banking giant’s Swiss operations last year.
10/19/2022
HSBC expands private banking to cater to UAE’s growing millionaires
The new private bank will cater to the needs of internationally-minded clients with investable assets of over $2 million
10/18/2022
UBS expands its UBS key4 digital product line and accelerates processes
UBS is also the first bank in Switzerland to implement the automatic identity verification for individuals using a biometric passport, including the electronic signature.
10/18/2022
Credit Suisse Investment Bank Chief Packing His Bags
Speculation about Credit Suisse's new strategy is being fed new food for thought on an almost daily basis.
10/18/2022
Zurich Italy and Deutsche Bank complete the acquisition of Deutsche Bank Financial Advisors by Zurich
Financial advisors, assets under management and employees of Deutsche Bank Financial Advisors move to Zurich Bank
10/18/2022
Utmost Group announces the planned closure of AAM Advisory in Singapore
Utmost acquired AAM as part of the acquisition of Quilter International in 2021.
10/18/2022
Feeney exclusive: The highs and lows of 10 years running Quilter
In an exclusive interview with Citywire, the outgoing CEO opens up on failed platform migrations, his own financial planning and what he will do next.
10/18/2022
Reyl Intesa Sanpaolo Calls for Shift in Education with Launch of forward Publication
FORWARD analyses how the pandemic has taken the role of catalyst, crystalising a communications and content delivery revolution in education, which had been in the making for decades.
10/18/2022
Swiss banks: challenges posed by sanctions
The type of sanctions introduced and the scope of the people and entities targeted go well beyond measures previously taken against specific countries.
10/18/2022
HSBC advisers on why global uncertainties necessitate a new approach to managing wealth
For many, this realisation was a watershed moment – the jolt they needed to start structuring their wealth around their personal life, passions, and future ambitions.
10/18/2022
Schroders signs up to impact investing framework
Impact investing is now viewed among the key pillars of sustainable investing, alongside integration and positive screening, according to Schroders’ Institutional Investor Study 2022 published earlier this year.
10/18/2022
Tatton Asset Management performs 'well' in first half
Total inflows were £0.91bn - an increase of 39.1% compared to the same period last year.
10/18/2022
Fresh funding boost for acquisitive wealth management group
The new debt facility will accelerate Kingswood's strategic growth plans and provide additional capital to fund future acquisitions as well as fund existing deferred consideration.
10/18/2022
Credit Suisse Places U.S. Asset Management Arm for Sale - Source
Initial expressions of interest from potential buyers are due in at the end of this week, said the source, who spoke on condition of anonymity to discuss private information.
10/18/2022
BNP Paribas Joins China Wealth Market Race With New Approval
Asset-management unit, AgBank allowed to set up joint venture
10/18/2022
New Prestatyn Base for Wealth Management Firm
Setting up the new base in Prestatyn was a particular pleasure for Mr Parry, who grew up in the town but now lives in Hawarden.
10/17/2022
"Outstanding Global Private Bank in Europe" & "Most Innovative Digital Offering"
Through its ONE Bank approach with CIB and Real Estate, BNP Paribas Wealth Management’s goal is to offer clients tailor-made services.