Pictet predicts asset allocation ‘shake up’ over next five years
Firm says emerging markets and alternatives can achieve double-digit returns
Wealth and Asset Management
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What the next generation of millionaires want from their wealth management firm
It found that millennials coming into wealth are far more price-sensitive than the previous generation, especially in a bear market.
The Private Banking Awards 2022 winners announced!
Both Santander and BNP Paribas Wealth Management left with two awards a piece.
Banks: farewell to the penalty interest billion
Apparently, the SNB now considers the risk of excessive inflation to be greater than the risk of the economy weakening as a result of higher interest rates.
BMO EMEA to be rebranded as Columbia Threadneedle Investments
Follows £615m acquisition
HSBC AM expands alternatives arm with capital solutions unit
The unit will offer flexible capital solutions in private and sustainable assets for HSBC Asset Management institutional and wealth clients.
Second year in a row, Indian funds in Swiss banks rise; at 14-yr high in 2021
India and Switzerland had, for automatic sharing of financial account information, signed a Joint Declaration on November 22, 2016 for activation of AEOI in tax matters between the two nations.
Apex Group announces acquisition of ZASMalta
ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.
European private bank unveils advice service
It will be available to customers with a net worth between €1m-€4m
Icon Wealth Partners to Join Focus as a New Partner Firm, Broadening Focus’ Presence in the Texas Wealth Management Market
Icon Wealth Partners has built its reputation by serving and advising a select group of high net worth families, business owners, corporate executives, law firms and foundations throughout the United States.
Northern Trust Announces Leadership Changes
Fradkin announced additional leadership changes in Wealth Management.
Close Brothers taps Sanlam and Rathbones for five senior hires
Opens new Chichester office