Dollar Bank expands wealth management services in Ohio, US
The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.
Wealth and Asset Management
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Citywire Private Office Retreat: Wealthy clients not leaving UK in their droves
Delegates at our annual event held at Pennyhill Park gathered to discuss all things from politics to investments.
Hoxton Wealth adds risk profile assessment andd ID verification to mobile app
The Hoxton Wealth app now has more than 10,000 users worldwide.
How Nordea is transforming digital wealth experiences
At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.
Report: 20% of Wealth, Asset Managers to Be Acquired by 2029
The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.
Big Bank Regulation: Bankers Association Warns, UBS Reaffirms
The first reactions from the Swiss Bankers Association (SBA) and UBS followed swiftly.
Zurich Fintech Boosts Blackrock’s Cross-Border Wealth Solutions
It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.
Exploring Lombard Odier’s success in fast-growing Middle East wealth market
Lombard Odier has expanded its operations in the oil-rich region through a team of executives who know the market and the client base.
Barclays unveils approach to navigating nature-related financial risk
Focusing on a sample of mining and European power companies, Barclays sets out its step-by-step approach to assess and examine nature-related dependencies, impacts and risks from the level of individual operating sites.
Golden Suisse and Professor Joseph Stiglitz Convene Global UHNWI Summit
Discussions centered on the growing fragility of the global banking system, the erosion of the U.S. dollar, and the increasing politicization of money and payment infrastructures.
Lombard Odier bullish on risk assets
The bank is bullish on equities and bonds, favouring Japan and emerging markets.
Nomura Bank Switzerland quits foreign fund rep activities
Nomura Bank Switzerland has confirmed it will no longer represent foreign collective investment schemes.