Wealth manager lifts veil
One Swiss bank, which also has offices in Zurich and in Dubai, presents full results in March. It manages 5 billion Swiss francs ($5.5 billion) in assets.
Wealth and Asset Management
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JPMorgan’s offshore shift in LatAm reaps strong growth in private banking
Having closed its onshore private wealth businesses in Brazil and Mexico, the US firm had a standout year in its Latin American private bank in 2021.
Suntera Global enhances Channel Islands’ presence with acquisition
Will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.
Tavistock acquires financial planner for £3.7m
The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.
ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC
Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.
Succession Wealth adds £1.4bn AUM with IFA purchase
“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”
2022 predictions: wealth managers
Leading Asia fund selectors identify the opportunities in markets this year.
Zoe announces partnership with wealth manager
Thanks to this partnership, clients can connect with Vincere Wealth Management advisors through Zoe.
Highvern announces acquisition
The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.
Singapore Tycoon Wee Cho Yaw’s UOB To Buy Citi’s Southeast Asia Consumer Business For $3.6 Billion
The purchase consideration is about S$4.9 billion ($3.6 billion), which includes a premium of S$915 million on top of the business’ aggregate net asset value of S$4 billion as of June last year.
CS: The farewell of the silent lady
This flaw has not gone unnoticed by the investment manager.
Global financial services firm seeks Asia wealth expansion
He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.