09/01/2021
Swiss Asset Manager Wins License for U.S. Clients
This means both LFG Holding companies, LFG Investment Consulting and LFA, have Finma licenses.
Wealth and Asset Management
09/01/2021
UBS Misses Mark With Coffee-Coded Survey
UBS' intentions in the survey are commendable: it can only reach its diversity goals if it tackles the issue of discrimination internally.
09/01/2021
Clarity on Performance of Swiss Private Banks
Strong. Stable. Successful.
09/01/2021
Courtiers marks £1bn under management
Over the next months and years, clients can expect to see the results of significant and ongoing investment in areas such as communication with Courtiers Advisers
09/01/2021
Wealth Advisory Firm joins Focus Financial Partners
Ancora will significantly expand Focus’ presence in the Midwest high net worth market.
09/01/2021
Basler KB defines an ambitious strategy until 2025
The offer and processes should be noticeably simplified for customers.
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
08/31/2021
Tavistock Wealth to be renamed Titan Asset Management as sale to Titan Wealth completes
John Leiper remains as CIO
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/31/2021
Introduction to Profile Software and the firm's offering to the wealth management market
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
The key areas wealth managers are targeting
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/30/2021
FNB Wealth and Investment targeting ‘millions’ of clients
FNB division wants to cross-sell its products to the group’s 9-million retail banking clients
08/30/2021
SZKB reports 13.4% AUM growth
The bank's CEO said it is likely to be a challenging year.
08/30/2021
Mirabaud records 12% AUM increase
The Group’s consolidated net profit totalled CHF 20.9 million.
08/30/2021
Smart beta ETFs gaining traction with European private banks
Specific sector or country exposure considered most important consideration when evaluating ETFs
08/30/2021
Two UBS Advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
08/29/2021
Eealth manager for the Rothschild family applies to open Hong Kong office
Expansion of Cambridge Associates in Hong Kong, its fourth office in Asia-Pacific after Singapore and Beijing, will allow it to capture opportunities in Greater Bay Area, executive says
08/29/2021
Boutique fund managers fashion a tidy profit
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.