IQ-EQ takes home three awards
The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.
Wealth and Asset Management
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HSBC expands local International Wealth Hub with additional wealth advisors
The aim was to create around 30 new roles and enhance our range of wealth solutions and services.
Swiss Boutique Teaching Sports Celebs Money Game
Grin says that some of the clichés around spendthrift athletes are true.
Credit Suisse Weighs Overhaul of Wealth Management Business
Swiss bank considers consolidation of separate businesses
Scandal-hit Credit Suisse considers creating single private bank -sources
The Swiss bank and its board are looking to decide on a fresh strategy as soon as October
AFH Financial Group acquisition completes
There is a strong strategic and cultural fit for all stakeholders and we are confident that our partnership will enable us to service growing client needs and grow market share, reflecting our strong track record of increasing shareholder value.
Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges
As private market investments generate increasing interest from HNW individuals, wealth managers need to consider that these clients are likely to operate from several international locations.
Vontobel Speeds Up Purchase of UK Asset Manager
Since Vontobel bought into it in 2015 TwentyFour’s assets under management have grown to 24.2 billion francs ($26.3 billion) from 6.4 billion.
China’s super-wealthy women demand more
Women’s wealth tends to be much more varied than the traditional tech connections of self-made men.
MENA wealth management remains resilient
‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’
Wealth preservation takes centre stage in Latin America
Domestic and foreign investors alike are hungry to invest in infrastructure projects, with the potential for job creation, economic stability and favourable returns.
Wealth management firms are doubling down on efforts to make their advisor ranks more diverse. Here are the strategies they’re using
“We took a hard look on where we were and we knew that we needed to do more”