03/03/2022
Raiffeisen profit rises
The provisioning ratio for 2022 is expected to be around 40 basis points.
Wealth and Asset Management
03/03/2022
Perigon Wealth Management Announces Significant Leadership Team Expansion
Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion
03/03/2022
Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section
As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.
03/02/2022
SJP partner firm sets up shop in Hong Kong
As it merges with seven other St James’s Place businesses in the special administrative region
03/02/2022
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Completion of the Griffin acquisition is subject to customary closing conditions, including approval by stockholders of the Griffin Institutional Access Real Estate Fund and the Griffin Institutional Access Credit Fund.
03/02/2022
HSBC Asset Management launches sustainable healthcare fund for Hong Kong investors
These companies will be offering affordable innovation with advantages in the market.
03/02/2022
Julius Baer launches new share buy-back programme
The shares will be bought via a second trading line on the SIX Swiss Exchange.
03/02/2022
Bluespring Wealth Partners announces acquisition
Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest
03/02/2022
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.
03/02/2022
Credit Suisse launches the inaugural MSCI USA Tech 125 ESG ETF
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
03/02/2022
Credit Suisse Seeks Settlement with Archegos
Credit Suisse, Nomura, Morgan Stanley, UBS, MUFG and Mizuho all provided services via their prime brokerage divisions to Archegos.
03/02/2022
Aviva to acquire wealth manager
Significantly enhances Aviva’s position in the fast-growing UK wealth market
03/02/2022
Nordea Asset Management to shed Russian investments
The move is announced as a measure to prevent the investor retreat from the country after sanctions by the US
03/02/2022
Pâris Bertrand merger contributes to soaring Rothschild & Co Europe WM profits
It announced a €2.75 total dividend, including a €1.60 special dividend.
03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
03/01/2022
Banks go all in on wealth management, but can they all succeed?
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
03/01/2022
Schroder BOCOM Wealth Management has opening ceremony in Shanghai
It is also the second venture between the two groups since forming the Bank of Communications Schroders Fund Management Co., Ltd. in 2005.
03/01/2022
China extends wealth management scheme
The pilot programme for retiree products is expanded to other cities.
03/01/2022
Credit Suisse's Private Banking Switzerland to be part of Swiss business
As a result, the Private Banking Switzerland Division will become part of the Swiss Bank.
03/01/2022
Credit Suisse Ends Russian Commodities Lending
Concerned that future sanctions could include the energy sector and a complete Russian expulsion from the Swift global payments system led to the decision.