11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Two private banks to merge and take Falcon's assets
The merged entity will have AUM of CHF 4-5bn.
11/06/2020
BOS eyes Southeast Asia expansion
The private bank’s AUM has reached $116bn, which is only $1bn below its peak in December.
11/06/2020
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/06/2020
The Societe Generale Group’s Q3 results illustrate the ability of all our businesses to rebound, after the exceptional lockdown period
11/05/2020
The Asset Awards: Going beyond the call of duty
The Asset honours the wealth managers who provided the best client experience amid the pandemic
11/05/2020
Singapore banks trounce third-quarter profit estimates, wealth management shines
The earnings give reason to believe 2021 will be better and odds of dividend caps being removed – some will revisit valuations soon.
11/05/2020
BlackRock looks for new profit rockets as rivals play defence
World’s largest asset manager has once again outperformed a rocky stock market in 2020
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
Geneva WM buys stake in start-up incubator
Fusion Partners helps medium and large firms to generate returns by collaborating with, and creating, start-ups.
11/05/2020
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/05/2020
A Client Relationship Manager has been recognised among the 2020 Citywealth Future Leaders Top 100.
11/05/2020
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie was selected by an international panel of independent judges
11/05/2020
The list, decided by a panel of senior industry figures, provides a directory of the leading advisers and managers under the age of 40 working in the wealth management and private client sectors.
11/05/2020
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing
11/04/2020
Many of Charles Stanley’s wealth managers work with several generations of the same family, and provide a form of education for the younger members.