12/30/2021
Americans Relocating Triggers a Need for Financial Advice
COVID-19 has Americans on the move. And that's an opportunity for advisors.
Wealth and Asset Management
12/29/2021
Morgan Stanley will frame new portrait at the helm
The Australian who has run the New York bank since 2010 has turned in a better performance than most rivals.
12/29/2021
Swiss Boutique Beefs Middle East Expertise
It employs roughly 50 people in Geneva, Zurich, and London and manages $4 billion.
12/29/2021
Swiss Finance's Women To Watch in 2022
Ariane de Rothschild who began her career trading metals and forex and became a baroness through marriage, took over at Edmond de Rothschild this year
12/29/2021
Celeb Crackdown Hits China's Wealthy Client Base
They are making life increasingly difficult for wealth managers.
12/29/2021
The biggest risks these eight private bank CIOs are bracing for in 2022
As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.
12/29/2021
Credit Suisse Probes Chairman's COVID Rulebreak
The Swiss bank launched a probe into its chairman for skirting COVID-19 rules, finews.com has learned.
12/28/2021
Most UHNW Investors Want Tangible Assets Included on Their Balance Sheet: Report
For example, while only 53% of advisors consider tangible assets as part of their ultra high net worth clients’ wealth, 87% of the clients do, according to the report.
12/28/2021
Top Wealth Management experts that Indians HNIs follow!
Wealth management has no target per se nor a defined destination, but instead, it is a life-long process that aims to provide techniques and plans to attain financial goals, which in turn facilitate the attainment of one’s life goals.
12/28/2021
“You’ve not seen anything yet”: how to change with purpose – Peter Flavel
Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp
12/28/2021
Banque Heritage accelerates business in South America
The task of DEG - a subsidiary of the German state development bank, Kreditanstalt für Wiederaufbau KfW - is to promote private-sector structures in developing and emerging countries through long-term project and corporate financing.
12/27/2021
PIMFA Calls for “Greater Ambition” to Address FSCS Levy Funding Issues
Setting out a set of principles for reform is welcome and we are committed to engaging with this process in order to achieve the best possible outcome for consumers and our members.
12/27/2021
The Top HNW Story of 2021: Possible Tax Changes Coming for HNW Investors
The ever-shifting bill and the byzantine machinations that are being employed to potentially push it through with a slim Democratic majority has already experienced enough twists and turns to make it look like something out of a Hollywood movie.
12/27/2021
Barclays to expand private banking in Singapore from its base in India
Setting up a local branch is part of the plan to grow its Australian client by offering its services to more corporate and institutional clients.
12/27/2021
Predictive trends in the wealth management space for 2022
The wealth tech industry stands as no exception, to this new era of rapid innovation.
12/27/2021
Swiss Banker Brandishes Understated Star Power
Little-known outside of financial circles and regularly underestimated, the Swiss banker owes his current job variety to a nearly 30-year career at Credit Suisse.
12/24/2021
What does wealth mean in 2021? Experts comment on the responsibilities of HNWs
As Spear’s celebrates its 15th anniversary, leading entrepreneurs, economists, philanthropists and advisers consider some fundamental questions
12/24/2021
Prydis Wealth breaks through £1bn Aum
Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provides.
12/24/2021
Julius Baer announces completion of 2021 share buy-back programme
The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders on 12 April 2022.
12/23/2021
13 Questions for Stonehage Fleming's Gerrit Smit
In this series, we ask leading fund managers about everything from their investment strategy, to role models, their views on cryptocurrency, and what they’d never invest in