11/06/2020
Societe Generale: Third Quarter Results 2020
The Societe Generale Group’s Q3 results illustrate the ability of all our businesses to rebound, after the exceptional lockdown period
Wealth and Asset Management
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
UBP launches a global fintech strategy
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
Butterfield Trust Manager named in Future Leaders list
A Client Relationship Manager has been recognised among the 2020 Citywealth Future Leaders Top 100.
11/05/2020
Transformative approach to wealth management, with the launch of Integrity365
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie named "Best Private Banking Boutique in Europe"
REYL & Cie was selected by an international panel of independent judges
11/05/2020
Citywealth unveils Future Leaders list
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
Northern Trust Named Best Private Bank in the U.S.
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing
11/04/2020
10 ways a wealth manager could help you
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.
11/04/2020
Swiss Banking for an Elite – a New Reputational Risk?
Reports of the death of Swiss private banking are greatly exaggerated: the alpine nation is the beneficiary of a flight to safety from structurally weak nations. A new reputational risk?
11/04/2020
Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges
Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of
11/04/2020
Vontobel achieves strong client growth in first nine months of 2020
This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).
11/04/2020
How philanthropy was born from a passion for painting
David Benson’s love of art allowed gave him a platform for making a positive difference through giving
11/04/2020
Leaving town?
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
11/03/2020
Credit Suisse Europe Barometer: A majority of the population wants Switzerland to be more assertive toward other countries and favors the expansion of bilateral treaties
As Swiss voters see it, events such as Brexit and the ongoing pandemic have greatly weakened the EU.
11/03/2020
St. Galler Kantonalbank wants to expand digital investment advice
There is now the intention that digital investment recommendations will also be available via the SGKB app, as can be seen in a notification on Monday.