02/10/2022
Cantonal bank markets head on dipping its toes in crypto
Aurélien Michaud talks about how the bank started investing in crypto.
Wealth and Asset Management
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
Spear’s Wealth Management Awards Winner Interview: Lord Verjee, the Rumi Foundation
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back
02/10/2022
HSBC Grows Prime Brokerage Business For Asia Investments
The London-headquartered bank will hire more prime brokerage staff and invest in technology to enable competition with established rivals.
02/10/2022
Credit Suisse’s Vice-Chair Losing Support
Although Schwan was key to bringing Antonio Horta-Osório on to the board, just nine months later he was one of the main forces pushing for Horta-Osório's removal, the newspaper writes, citing people with knowledge of the matter.
02/10/2022
Liu puts relationships at the heart of Citi Private Bank
It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.
02/10/2022
Credit Suisse ends tumultuous year with big loss as litigation costs bite
We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.
02/10/2022
J.P. Morgan named ‘Best Private Bank’
For over 150 years we have been perfecting our approach and we’re so happy that our clients
02/10/2022
Julius Baer Guernsey wins top Euromoney award
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
02/10/2022
Delfin Private Office joins forces with Tantallon Capital Advisers
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
02/10/2022
Banking - Luxembourg Financial Center - Luxembourg for Finance
Luxembourg has been able to build a unique ecosystem for the banking industry
02/10/2022
Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership
"For over a decade, CAIS has worked closely with Focus partner firms and understands their alternative investments needs."
02/10/2022
Global Private Banking and Wealth Management Survey
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
UBP extends its activities in private markets
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
Wealth management helps drive record income for Manulife
The firm's latest financial results show a surge in global wealth management inflows
02/10/2022
Coaching offers RBC Wealth Management advisors unique assessments, growth opportunities
Financial advisors liken it to pre-marital counseling.
02/09/2022
Julius Baer: Singapore Over Switzerland For Innovation Hub
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.
02/09/2022
Softbank Accuses Credit Suisse in Blame Game
The cited documents include an internal Softbank memo and a letter to the Swiss bank’s lawyers.
02/09/2022
Credit Suisse Cuts Bonus Pool After Finma Warning
The Swiss financial institution was forced to take this step after the Swiss Financial Market Supervisory Authority (Finma) asked the bank to consider significant cuts to the pool.
02/09/2022
Spear’s Wealth Management Awards 2021 Winner - Interview: Weatherbys Private Bank
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success