JTC Raises Over £86K Through Global Employee-Led Educational Charity Fundraising Initiative
The total was reached through the combination of an original donation by JTC and employee fundraising
Wealth and Asset Management
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Pictet Gets Green Light
The Pictet Group's ambition is to achieve Platinium rating for the new building, the highest level of SNBS, LEED and WELL certification possible.
Zürcher Kantonalbank achieves record profit of CHF 942 million for 2021
In view of the good 2021 result, the Board of Directors has decided to increase the ordinary dividend for the Canton of Zurich and its municipalities by 21% to CHF 431 million.
FNZ raises US$1.4bn in new capital
FNZ partners with the entire industry to make wealth management and financial advice accessible to more people.
Bank WIR achieves top results with strong growth
Our diversification strategy is paying off, we are in excellent health and can therefore more than sustainably confirm the results of previous years
Morgan Stanley to acquire retirement consulting firm
The firm also acquired fund manager Eaton Vance for $7bn last year.
Bank of Cyprus named Best Private Banking & Wealth Management Bank
The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers
Merchant acquires minority stake in Fusion Family Wealth
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
Schroders MPS boss targets £10bn AUM by 2025
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
Spear’s Wealth Management Awards Winner Interview: Lord Verjee, the Rumi Foundation
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back
HSBC Grows Prime Brokerage Business For Asia Investments
The London-headquartered bank will hire more prime brokerage staff and invest in technology to enable competition with established rivals.