05/25/2022
How wealth management can futureproof itself
The most recent high-profile investment trends are cryptocurrency and sustainable investing – two vastly different concepts but both enjoying booms worldwide.
Wealth and Asset Management
05/24/2022
Credit Suisse Private Banking Looks East
Credit Suisse hired the advisors to attract and service family offices, entrepreneurs, and ultra-high net worth individuals (UHNWIs), those with at least $30 million of investible assets.
05/24/2022
HSBC adds structured products to its online trading platform
Asia private banking clients will be able to trade fixed coupon structured products on their mobile phones.
05/24/2022
Morgan Stanley Wealth Management Vice Chair Rick Skae Dies at Age 65
The cause of death was not disclosed. In the memo, Saperstein said he had “lost a lifelong friend” and called it “a true tragedy that his life was cut short prematurely.
05/24/2022
Gottstein Counters Critics and Lays out Path
In the interview, Gottstein said that he has a clear mandate from the board to continue in his position at the Swiss bank which has faced a spate of bad news.
05/24/2022
Schroders announced as a Founding Partner of Progress Together
The new body was launched by Lord Mayor of London Vincent Keaveny and the Economic Secretary to the Treasury, Minister John Glen at Mansion House in London.
05/24/2022
Attitudes to Islamic Wealth Management in a Shifting African Private Wealth Landscape
Africa’s private equity landscape is experiencing a fundamental shift. A budding generation of wealthy individuals are seeking to circumvent dwindling local economies in favour of outbound investments into new markets and alternative assets.
05/24/2022
Is Major Consolidation on the Cards?
Mergers and alliances are therefore likely to occur under the scrutiny of regulatory authorities which have a new-found appetite for intervention, as the ‘live and let live’ doxa popular since the Reagan years is gradually waning.
05/24/2022
UBS CEO: Wealthy Clients Are Remaining Invested
In such uncertain times is where clients need advice on «how to go about their portfolios,» because when things are unclear, that is when it is time to give advice.
05/24/2022
“I am not holding my breath for a soft landing”
Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.
05/24/2022
7IM’s revenue jumps 32% after lead generator buy
7IM’s revenue and AUM rose in 2021 after it acquired Findawealthmanager.com and London-based financial planning firm Partners Wealth Management in October 2020.
05/24/2022
BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires
They all report to John Ippolito, regional president, New York Tri-State.
05/23/2022
Swiss Life Wealth Managers opens first location for private wealth management in Zurich
The Swiss Life Group is expanding its existing offering in Switzerland, thereby strengthening its position as the market leader for comprehensive pension and financial services.
05/23/2022
Multi-strategy – the ultimate diversifier?
A niche investment two decades ago, multi-strategy hedge funds have grown in popularity.
05/23/2022
Scotland’s wealth management sector moving to a greener future
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
AMP Wealth Management appoints FCB Media
FCB began working with AMP in late 2020, helping with performance digital and 1-1, including unlocking marketing technology capabilities with Salesforce.
05/23/2022
The Indosuez Foundation in Switzerland celebrates 10 years of commitment
Those actions include environmental projects with a strong economic and social impact in favour of vulnerable local communities in Switzerland and around the world.
05/23/2022
HSBC's Private Bank Rides Mobile Phone Trading Wave
The same platform already allows for similar trading in cash equities, exchange-traded funds
05/23/2022
Irish billionaires' wealth rose €16bn during the pandemic
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP