09/14/2020
Switzerland’s Credit Suisse to Introduce App-only Banking Services to Compete with Fintech Challengers
Credit Suisse Plans New “CSX” Digital Banking Offering
Wealth and Asset Management
09/14/2020
UBS makes private wealth strategy shift
The wealth manager believes a 100% sustainable portfolio can deliver similar or potentially higher returns compared to traditional portfolios, and can also offer strong diversification for clients invested globally.
09/14/2020
Home office: very popular with Swiss private bankers
With technology, Atwork is getting to exactly where the bank bosses 'influence ends: the employees' homes.
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
Coutts cuts advice charges as Queen's bank opts for fixed fees
The new pricing structure means that Coutts will be one of the best value propositions on the HNW market, with the wealth manager and private bank’s own analysis positioning it as the lowest charge other than robo-only advisors.
09/14/2020
StanChart to merge wealth, retail businesses
The bank expects that the changes will help grow its affluent and retail businesses.
09/14/2020
Guernsey is top-tier for private wealth
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.
09/11/2020
IQ-EQ is an eprivateclient top-tier trust company for second year running
The tiers within the listing are not based on size alone but various factors including reputation, quality of service, any M&A activity, as well as the extent of their global offering; making it a true badge of quality.
09/11/2020
Growing Smart(ly) in a Way That Matters
Pathstone Announces the Addition of Price Wealth, LLC
09/11/2020
PraxisIFM’s City offering cemented as London teams move to new central spot
The two businesses had been working from offices in the City and West End respectively.
09/11/2020
Arbuthnot Latham scores deal with football managers
This partnership will give the bank further opportunity to offer its relationship-led approach, entrepreneurial spirit, and long-term thinking to more clients from the world of football.
09/11/2020
Former Wells Fargo First Vice President Aligns with Kestra Financial
Prior to establishing Nobilis Wealth, LLC, Hollmann served as First Vice President at Wells Fargo Advisors.
09/11/2020
Pictet: Partners Thwart Boris Collardi
The platform is the first active contribution by the bank in the business with structured products.
09/11/2020
Ignition Engages Morgan Stanley Wealth Management For Additional Capital Raise
Morgan Stanley has completed a roadshow, introducing Ignition to a number of institutional investors, family offices and ultra-high net worth clients.
09/11/2020
Standard Chartered to merge businesses, shrink some senior roles in latest revamp under CEO Bill Winters
Standard Chartered to combine retail banking, private banking and wealth management under one umbrella headed by Judy Hsu
09/11/2020
Office expansions
Family offices have been around for centuries, but the rapid growth in numbers of billionaires in recent years has seen them become more popular than ever among wealthy families.
09/11/2020
Advisor Group and FSC Securities add two independent financial adviser businesses
Richardson eWealth Strategies of Walnut Creek, Calif., Supports High Net-Worth Clients with Financial Planning and Wealth Management Services
09/11/2020
Covid Fuels APAC Sustainable Assets Surge at UBS
In the first seven months of 2020, the number of UBS clients in the region invested in the sustainable portfolio and fund grew by 50 percent
09/11/2020
Sanlam Partnerships joins forces with IFA founded by rugby World Cup champion
Won 2019 World Cup
09/11/2020
Investec cuts 210 UK private and investment bank jobs
Investec is to make up to 210 UK staff redundant across its private, corporate and investment banking divisions as part of an ongoing restructure of the company.