11/01/2019
Citi Named Best Global Private Bank at Global Private Banking Awards
The Private Bank was also named Best Bank for Customer Service and Best Bank for Global Families and Family Offices
Wealth and Asset Management
10/31/2019
Credit Suisse – A Coup, Some Questions
During the third quarter of 2019, we continued to implement our strategy of being a leading wealth manager with strong investment banking capabilities.
10/31/2019
Puhui Wealth Investment Management Co. Ltd. Announces Financial Results for the Fiscal Year Ended June 30, 2019
We remain focused on utilizing our existing partnerships, such as with Yingke, to provide access to a broader base of investors where we can prove that our long-term investment philosophy can gain traction over time.
10/31/2019
Why High Net Worth Individuals Choose Forex – Guest Editorial
These traders know there is a cost of trading.
10/31/2019
Van Lanschot Kempen trading update: third quarter 2019
This will take the amount we’ll have paid to shareholders since 2016 to a total of over €330 million, in the shape of dividends and capital returns.
10/31/2019
China Boasts 27,000 Individuals With a Net Worth Above US$30 Million
Uniquely to China, where the economy has experienced exponential growth in the last few decades, over a quarter of UHNW population are under the age of 50, far above the global average of just 13%.
10/31/2019
Guy de Picciotto: «You Can Still Earn Decent Money»
Is it important to be a Swiss bank there?
10/31/2019
EFG International opens advisory office in Dubai
The UAE is already an important market for EFG and the new presence will enhance its ability to serve the region’s HNWI client segment by providing advisory services from the DIFC, as well as capture important market opportunities.
10/31/2019
Barclays Launches Impact Banking Unit as Investors Demand More Than Market-Beating Returns
Banks from UBS to Citigroup have been boosting their so-called impact funds, in response to customer demand for investments that seek profit and social good.
10/31/2019
Rhodes Wealth Management doubles clients after merger
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
SNB records CHF 51.5 billion profit in nine months
The results were driven by profits of CHF 42.7 billion from foreign currency positions.
10/31/2019
Financial Network Championing Diversity Launches in Asia
We want to inspire and empower women, as well as demonstrate the benefits of gender equality
10/31/2019
Ex-UBS advisers launch new wealth management firm
Independent Wealth Management Firm Parcion Private Wealth Launches to Service High-Net-Worth Business Owners
10/31/2019
Swiss Banks Fight for Talent Amid ‘Tsunami’ of Brazil’s Rich
UBS and Credit Suisse both said they’re hunting for more additions as demand surges for financial advice and new types of investments in the South American nation.
10/30/2019
Seven wealth managers' top ESG fund picks
We asked seven wealth managers to pick their favourite ESG funds in this growing market.
10/30/2019
A Wealth Tax Is Simply Un-American
It would make the U.S. less hospitable to the most visionary entrepreneurs.
10/30/2019
Allfunds becomes DBS fund platform provider
Wealthtech provider will provide access to third-party mutual funds
10/30/2019
Sanctuary Wealth buys NorthView in debut purchase
Sanctuary founder and CEO Jim Dickson said: “Today we are pleased to announce our presence in the M&A space with the addition of a terrific team.
10/30/2019
Schroders sells stake in UK fund house
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners
10/30/2019
Credit Suisse profit soars and beats expectations
Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.