11/15/2021
Leonteq Raises Full-Year 2021 Profit Outlook
Leonteq thus expects to report solid growth in its net fee income and a significant increase in its net trading result for the second half of 2021 compared to the second half of 2020.
Wealth and Asset Management
11/15/2021
Oppenheimer launches Global Fund Placement and Advisory Group
Team Led by Experienced Fund Placement Professionals to Leverage Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service Offerings for Alternative Investment Firms
11/15/2021
XSpot Wealth launches ESG plans and prepares to expand to Middle East
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.
11/12/2021
CI Financial Reports Record Financial Results
These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.
11/12/2021
Credit Suisse Trips Over Bonus Policy
Similar wording appears in virtually all of Credit Suisse compensation reports from recent years.
11/12/2021
Zurich Posts Double-Digit Growth
Zurich is confident it will achieve its targets for 2022.
11/12/2021
Basel IAM gets Finma licence
Infiba has 20 employees and was founded in March 2001.
11/12/2021
LO withdraws from Uruguay, shutters Montevideo office
Lombard Odier is closing its wealth management business in Uruguay four years after opening its office in Montevideo.
11/12/2021
Intertrust and CVC have entered into exclusive discussions
The Company underlines that the outcome of the discussions regarding the Proposed Transaction is uncertain and that there can be no assurance that a transaction will materialize from these discussions.
11/12/2021
IWP adds £362m with double IFA purchase
Surrey-based Custodian Wealth Management will add 200 clients and £72m in assets under advice to the group.
11/12/2021
Wealth and the Next Generation
Protecting it, passing it on and the importance of communication
11/12/2021
Crestbridge Family Office Services future leader recognised at Citywealth awards
Winners were selected through an online voting process and by an independent panel of professionals in the private wealth management sector.
11/12/2021
Rockefeller Continues Growth of Private Wealth Business
Dual-headquartered team brings RCM services to Palm Beach and Bethesda
11/12/2021
Morgan Stanley Wins 2021 Award for Wealth Manager Platform of the Year
The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.
11/12/2021
BofA Wants More FAs, Private Bankers in Los Angeles: CEO
Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.
11/12/2021
Credit Suisse Homes in on Stickiest Greensill Obligors
It has thus far returned nearly two-thirds of the total to the fund's investors, primarily wealthy clients of its private bank.
11/12/2021
Ida Liu: Citi’s Private Bankers «Don’t Just Wear a Private Banking Hat»
One of the most common barriers to referral business in the industry lies between affluent and private banking segments.
11/11/2021
CI Financial buys $7.5bn Chicago RIA
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
11/11/2021
Zurich firm launches alts fund management company and hires partner
Ioannis Gaiganis has been appointed CEO of the new venture.
11/11/2021
ABN Amro interested in private banking acquisitions – CEO
The CEO said the bank has been exploring deals for some time now but did not provide further details.