02/08/2019
Adrian Kuenzi: Tech Isn't Everything
The private banker joined UBP last March, after stepping down as CEO of Notenstein following that wealth manager's acquisition by Vontobel.
Wealth and Asset Management
02/08/2019
Channel Islands: Euromoney banking winners announced
Best Private Banking Services Overall – Affinity Private Wealth
02/08/2019
WMs drive quant expansion: ‘If you don't evolve, you die’
Three wealth managers reveal how they use quant analysis to boost returns.
02/08/2019
Winners Of The WealthBriefing Swiss Awards 2019
Winners of the awards were announced last night in Geneva.
02/08/2019
Liechtenstein's VP Bank eyes further Luxembourg acquisitions
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/08/2019
NAB's Phil Chronican doubles down on the vision Andrew Thorburn couldn't sell
the Australian CEO of British private bank Coutts, Peter Flavel
02/07/2019
Envestnet goes after the richest investors: Q&A with CEO Jud Bergman
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Private banking architects: Tan Su Shan – leading the charge for Asia’s wealthy
Tan Su Shan has led DBS’s efforts to become the leading home-grown bank for wealth management in Asia, during a decade in which the number of billionaires in the region has soared.
02/07/2019
Banco do Brasil private bankers launch Rio-based wealth manager
The wealth manager has a contract with XP to distribute the products on the broker's platform.
02/07/2019
Atlanta bank makes wealth management push into Dallas
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
02/07/2019
Julius Baer ranked top private bank in Guernsey by its peers
The awards recognise the excellence of advisers and managers in the private wealth sector in the major international finance centres.
02/07/2019
Private banking: Wealthtech 2.0 – when human meets robot
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Equilibrium Asset Management aims for record headcount
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning
02/06/2019
Swiss bank Lombard Odier to open in Abu Dhabi
Swiss private bank says UAE is the first country outside its home market to have more than one branch
02/06/2019
Private banking across the decades
The last two decades have seen the evolution of wealth management into a truly global business, new professionalisation and increasing competition.
02/06/2019
CrossleyShear Wealth Management Launches CSsports
New division dedicated to serving the unique financial needs of sports professionals
02/06/2019
10 Big Financial Mistakes Wealthy Families Make
There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
02/06/2019
Asset and wealth manager profit forecasts fall by up to 39%
Peel Hunt research
02/06/2019
Private bank Pictet gets 1 bln Sfr in net new money in 2018
The Geneva-based bank said Nicolas Pictet would resign as of September 1.
02/06/2019
Private banking: Who stays in Asia, wins in Asia
Such predictions were the reason private banks piled into Hong Kong and Singapore through the 2000s, opening offices where they didn’t have them, shipping bankers out of Europe and the US, and hiring in droves.