08/16/2024
Financial adviser opens St Gallen branch
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
Wealth and Asset Management
08/16/2024
GAM’s global equity chief adds ex-Newton colleague as PM
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
Alex Toohey nominated for Citywealth Investment Manager of the Year award
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
Purposeful digitalisation essential to future of wealth management
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025
The transaction is anticipated to be completed in the first quarter of 2025.
08/16/2024
Why are private banks setting up shop in Spain?
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/16/2024
HSBC's Play for Mideast Wealth Marred by Exits, Regulatory Curbs
To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years
08/15/2024
Does the number of millionaires matter to wealth managers?
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
Rockefeller Asset Management Expands into Opportunistic Municipals with Three Actively Managed High Yield Bond ETFs
This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.
08/15/2024
Martin Gilbert attempts to woo investors for AssetCo plan
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
08/15/2024
Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess Of $160 Million For The 2024 Fund
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
Why ANZ is the Best Private Bank in Australia
It emerged as Australia’s Best for Family Office Services, Australia’s Best for Next-Gen, and Australia’s Best for Succession Planning.
08/15/2024
UBS: Asia AUM Declines Despite Positive Inflows
This dip occurred despite the region gaining $8.2 billion in net new assets.
08/15/2024
Banque Havilland: Is UBS Kicking the Owner Family Out?
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
Basler Kantonalbank takes in less and spends more
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss schools step up efforts to educate next generation of wealthy individuals
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).
08/15/2024
Advisers' top three tips for tackling the great wealth transfer
Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.
08/15/2024
After UBS earnings, is cash sweep drama over?
Broker-dealers are particularly interest rate sensitive companies.
08/15/2024
Moore Dixon Partner named 2024 eprivateclient Crown Dependencies NextGen Leader
The list aims to showcase the rising stars and future leaders within the global private wealth sector, highlighting those who have demonstrated exceptional talent and dedication in their respective fields.