06/30/2022
NBO’s Private Banking is a platform offering a portfolio of investment and wealth management products and services including, global investment funds and structured products, offering customers the opportunity to invest in a wide range of robustly m
06/30/2022
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
Citi added 40 new hires to the EMEA team within its global wealth management division in the first half of 2022, taking total headcount to 140
06/30/2022
The US regulator said that the firm had not adequately trained its advisers or provide oversight on its Yield Enhancement Strategy.
06/30/2022
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.
06/30/2022
Citi continues to stockpile private bankers as its Asia wealth franchise pushes to hit its target of adding more than $150 billion in regional assets under management by 2025.
06/30/2022
The London-headquartered bank is preparing to relaunch the business in India at a time when its increasing its focus on Asia
06/29/2022
In principle, our plan continues to be to grow our lending book in wealth management and directionally go towards the 3 billion.
06/29/2022
In the first quarter, Standard Chartered posted a 16 percent drop in credit trading and also booked a 160 million US dollar credit impairment charge related to exposure from Chinese commercial real estate.
06/29/2022
In [the UHNW segment], this is really about doing more of the same and continuing to evolve because competitors don’t sit still.
06/29/2022
New Billionaire Census reveals wealth accumulation far surpassed population growth in 2021
06/28/2022
The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.
06/28/2022
The Baby Boomers have been one of the most impactful economic forces of the last century and over the course of their lives have amassed what some estimate to be as much as $60 trillion.
06/28/2022
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/28/2022
The Investor Deep Dive will be hosted by CEO Thomas Gottstein who has recently come under criticism from investors calling for his replacement. He still has the backing of Chairman Axel Lehmann.
06/28/2022
With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals
06/28/2022
The shares were bought back up until 23 December 2021 under the share buyback programme launched that year.
06/28/2022
Among the HNW segment, the bank's goal is to increase recurring revenues and build on a favorable cost-income ratio.
06/28/2022
The companied entity will manage CHF 2.5bn in managed assets, with approximately 700 customers and over 50 employees.