07/21/2020
$420M N.J. Team Partners With Dynasty To Launch Indy ShoreHaven
He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a senior regional consultant.
Wealth and Asset Management
07/21/2020
Tilney joins private client majors at WealthiHer network
A University of Oxford study found that women were much more likely to be furloughed or made redundant than men.
07/21/2020
UBS 2Q20 net profit
The strength, resilience, and diversification of our integrated business model have once again been confirmed by the strong second quarter results and the excellent first half.
07/21/2020
UBS APAC Profits Surge Despite Global Setback
The bank posted a 12 percent drop in pre-tax profits due in no small part to $272 million in credit losses, mostly in from its Swiss business.
07/21/2020
UBS Signals Potential Return to Share Buybacks
UBS, which serves mostly wealthy clients and doesn’t do a lot of corporate lending, has been relatively shielded from the defaults and other losses which prompted Wall Street firms to set aside tens of billions of dollars to cover an expected wave o
07/21/2020
Vontobel brings multi-asset fund to UK investors
Vescore Active Beta Opportunities
07/20/2020
Julius Baer Profits Surge
Record-high net profit in challenging market and operating environment underlines resilience of business model
07/20/2020
Europe’s private banks hit by second year of lower profits
Earnings fell to €13.3bn last year, down a tenth from their 2017 peak
07/20/2020
CIBC opens continental Europe office in Luxembourg
CIBC Capital Markets (Europe) S.A. to expand bank's operations in Europe
07/20/2020
Bellevue Profit to Collapse
Bellevue sold its banking activities to Quintet private bank earlier this year, a move that shifted its business to purely asset management.
07/20/2020
HSBC Job Cuts Reach Asia
While the lion’s share of cost cuts reside in Europe, the report noted that Asia – the most profitable region for HSBC
07/20/2020
Kaiser Partner Wins Two Awards
The awards recognise Kaiser Partner's long-standing commitment to its clients' personal values.
07/18/2020
Isle of Man Private Wealth Report 2020/21
Political and economic stability of the jurisdiction is crucial for the successful future. Further consolidation of the private wealth service providers.
07/17/2020
Broadridge Schedules Webcast And Investor Conference Call To Review Fourth Quarter And Fiscal Year 2020 Results On August 11, 2020
A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations website.
07/17/2020
AXG Group and AHR Private Wealth announce merger
The combined AuM of the new company will be $1.1bn.
07/17/2020
EFG considers leaving Guernsey
The bank has seen a significant turnover in staff
07/17/2020
Union Bancaire Privee announces a net profit of CHF 107.6 million for the first half of 2020
Revenues rose 4.5% to CHF 557.0 million in the first half of 2020
07/17/2020
Merrill Lynch Revenue Slips 10%, Asset and Account Growth Slows
Merrill’s more than 14,000 brokers opened 6,000 net new client accounts in the quarter, down from 7,500 in this year’s first quarter and the high-water mark of 10,200 new accounts in last year’s second quarter.
07/17/2020
Five ZEDRA offices are recognised in the Chambers and Partners High Net Worth Rankings
The guide also ranks law firms and lawyers specialising in international private wealth matters.
07/16/2020
Aequitas Wealth acquired by Miracle Mile Advisors
This partnership expands our market and brings a committed team of experienced professionals who are aligned with and support our strategic growth objectives