11/06/2020
Doyle Wealth Management acquired by Canadian firm
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
Wealth and Asset Management
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Two private banks to merge and take Falcon's assets
The merged entity will have AUM of CHF 4-5bn.
11/06/2020
BOS eyes Southeast Asia expansion
The private bank’s AUM has reached $116bn, which is only $1bn below its peak in December.
11/06/2020
Why we are entering a pivotal moment for wealth management
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
Why Continuity and Succession Planning is Crucial for Businesses Right Now
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
Falcon Private to transfer client relationships to ONE swiss bank
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri Wealth Management wins institutional investor survey
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/06/2020
Societe Generale: Third Quarter Results 2020
The Societe Generale Group’s Q3 results illustrate the ability of all our businesses to rebound, after the exceptional lockdown period
11/05/2020
The Asset Awards: Going beyond the call of duty
The Asset honours the wealth managers who provided the best client experience amid the pandemic
11/05/2020
Singapore banks trounce third-quarter profit estimates, wealth management shines
The earnings give reason to believe 2021 will be better and odds of dividend caps being removed – some will revisit valuations soon.
11/05/2020
BlackRock looks for new profit rockets as rivals play defence
World’s largest asset manager has once again outperformed a rocky stock market in 2020
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
Geneva WM buys stake in start-up incubator
Fusion Partners helps medium and large firms to generate returns by collaborating with, and creating, start-ups.
11/05/2020
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/05/2020
Butterfield Trust Manager named in Future Leaders list
A Client Relationship Manager has been recognised among the 2020 Citywealth Future Leaders Top 100.
11/05/2020
Transformative approach to wealth management, with the launch of Integrity365
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie named "Best Private Banking Boutique in Europe"
REYL & Cie was selected by an international panel of independent judges
11/05/2020
Citywealth unveils Future Leaders list
The list, decided by a panel of senior industry figures, provides a directory of the leading advisers and managers under the age of 40 working in the wealth management and private client sectors.
11/05/2020
Northern Trust Named Best Private Bank in the U.S.
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing