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Wealth and Asset Management

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.

06/07/2022

Julius Baer to expand into Qatar to drive the next phase of growth in the Middle East

Julius Baer has therefore hired Slim Bouker to support its ambition to expand into Qatar and lead the Advisory Office, once all regulatory approvals for the office and for his appointment are in place.

06/07/2022

Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List

These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.

06/07/2022

Private banking: Here’s how it works

Private banking typically entails a private banker helping a customer with only their banking.

06/07/2022

How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack

This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.

06/07/2022

Lombard Odier builds sustainability fund for Kantonalbank

Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.

06/07/2022

Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022

The awards were presented on June 02 at a gala evening in Singapore.

06/07/2022

Intesa will scout for banks to buy as Ukraine implications become clearer

In an interview with Swiss financial news website finews.ch, Corcos said Fideuram would look to buy either single private banks or teams of bankers.

06/07/2022

J.P. Morgan Nabs Ex-UBS Bankers and Their Rolodexes

Both Cataldi and Tisseuil most recently worked for UBS, the world's largest private bank.

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