06/25/2019
Does your firm want a lead—or a customer?
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
Wealth and Asset Management
06/25/2019
EFG International opens advisory branch in Portugal
EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.
06/25/2019
Boston Private’s Ambitious Growth Plans
The bank hopes to have $50 billion in AUM by 2022
06/25/2019
68% of HNW investors want to help create a better future through sustainable investing
Returns take a backseat as investor motivations evolve
06/25/2019
Bellevue Group could sell loss-making bank as revamp stalls
In recent years, there has been a consolidation within Switzerland’s fragmented wealth management landscape, as the steady erosion of the nation’s famous banking secrecy made it less attractive for foreigners to stash cash in Switzerland, cons
06/25/2019
Allfunds and Credit Suisse create a €500bn+ AuA Wealth Technology Platform
Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.
06/25/2019
Julius Baer head of key EM clients launches Mayfair wealth adviser
The new firm, Azura, is targeting billionaire clients in Monaco and London.
06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
Former UBS Top Banker Juerg Zeltner Poised for Swiss Strike
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
Australian asset manager Pinnacle in 'lift-out' talks with UK boutiques
In talks to acquire stakes in British firms
06/25/2019
Julius Baer Chooses ALPIMA
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.
06/25/2019
Wall St giants tipped to snap up wealth managers
“We are seeing this trend play out across our client set as well,” Mr Halpern said.
06/24/2019
UBS Trumpets Sustainabile Investment Moves
The banking and wealth management group sets out how it is meeting the demand for sustainable investment with concrete action.
06/24/2019
Estera Wins Two Awards
These awards recognise Lisa and the BD and marketing team’s outstanding achievements
06/24/2019
Sanctuary Wealth expands into two new markets
Jackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June
06/24/2019
Labuan IBFC targets China outreach via Tricor Group partnership
We are excited to further our cooperation with Tricor to expand Labuan IBFC’s value proposition to the Greater China region
06/23/2019
From Nazis to refineries: How Switzerland has handled the world’s gold
World War II – Swiss neutrality and Nazi gold
06/23/2019
Goldman Revives Geneva Office as Bank Targets 25 Staff
The wealth managers will target customers with at least $10 million to invest and each will handle 25 to 40 clients, Le Temps said.
06/23/2019
Shaircraft Solutions CEO James Butler on the Highs and Lows of Private Aviation
"The industry has proven resilient and is thriving."