Managers of Wealth

Credit Suisse Considers Merger in Major Overhaul

Management discussions are in the preliminary stages and no decisions have yet to be taken.

Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking

These advisors work tirelessly to serve their clients and help them achieve their financial goals.

Wealth management player d1g1t raises C$16m

The announcement comes as the company continues to experience explosive growth.

Value for money a priority for wealth managers’ clients

Lockdown has given customers the opportunity to scrutinise fees and charges

Advisers launch a tech revolution to tap the wider market

Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options

Stanhope Capital Group launches Stanhope FFT Global Ventures

Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.

Private bank opens branch in Neuchâtel canton

The branch will open in August and host two client advisers, Stéphane Crevoisier and Jean-Philippe Moullet.

TISE joins AFME

TISE’s membership of AFME puts us amongst the leading capital markets participants, and at the centre of policy discussions concerning the future of financial markets in Europe.

Cazenove Capital’s top talent celebrated in Spear’s 2021 Wealth Management Index

The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.

Ocorian acquires Nordic Trustee as it targets growth in fast-growing regional bond market

Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering

Credit Suisse could seek UBS merger after Greensill and Archegos scandals

The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.

Wealth managers need to hear diversity’s call

Companies take tentative steps to breaking traditional mould

HSBC Asset Management ETF assets exceed USD16bn

The growth of the ETF business has been accelerated through the launch of new strategies as the firm has tapped into increasing investor appetite for efficient access to popular investments.

EFG Bank Singapore’s Deputy CEO and Head of Private Banking Oliver Balmelli on Delivering Private Clients and IAMs a Best-in-Class Service

Hubbis met recently with Oliver Balmelli, Deputy Chief Executive Officer and Head of EFG Private Banking Singapore at EFG Bank, to learn more of the progress in Asia and hear more of the rollout of the bank’s proposition to capture a growing share o

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Wealth and Asset Management