10/28/2021
The top of Credit Suisse (CS) wants to bundle international asset management (IWM) with Swiss private banking (SUB) and its counterpart in Asia, as finews.ch reported a week ago.
10/28/2021
The new ACT-26 strategy is the next logical step in the LLB Group's development.
10/27/2021
eutsche Bank reaffirmed its intention to recognise most of the remaining transformation-related effects by year-end 2021.
10/27/2021
UBS currently has about 2 million customers in the U.S. that it calls workplace wealth clients -- people with large pension funds and stock options -- and plans to use the new digital wealth manager to do more business with those clients as well as captur
10/27/2021
It was against such a background that I recently gathered together three Courtiers Advisers in a meeting room in the company’s offices in Henley-on-Thames.
10/27/2021
This is an invitation-only community for respected technology leaders and senior level executives, and Booth was vetted and selected by a review committee based on the depth and diversity of his experience
10/27/2021
The platform will target deal sizes of between US$100 and US$200 million.
10/27/2021
Until now UBS was focused on capturing the U.S.'s super-rich.
10/27/2021
The opening of the wealth centre at Victoria Dockside in Tsim Sha Tsui «embodies HSBC’s commitment to support the strong demand for wealth management services in Asia.
10/27/2021
n any family business, change and transitions are inevitable.
10/26/2021
The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
10/26/2021
Global Finance’s seventh annual Private Bank Awards honors banks that best serve the specialized needs of high-net-worth individuals as they seek to enhance, preserve and pass on their wealth.
10/26/2021
We made tremendous progress last quarter in delivering on our client promise by putting clients at the center of all we do
10/26/2021
Schroders is today announcing its intention to acquire River and Mercantile Group’s UK Solutions Division consisting of its fiduciary management and derivatives businesses.
10/26/2021
The trust listed in December 2020 raising £75m, though this fell short of its £100m target.
10/26/2021
River and Mercantile Solutions sold to Schroders for £230m.
10/26/2021
Almost 2 out of 10 HNWIs said they feel «lost» and would appreciate more guidance from financial advisors.
10/26/2021
Both entities share the same long-term vision, culture and values which underpin their delivery of wealth management and bespoke family office solutions to wealthy families.
10/26/2021
This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.
10/25/2021
To streamline portfolio rebalancing and trading for wealth managers