Swiss Bank CBH Attracts Increased Client Assets
This strong performance was driven by both positive market developments and a net inflow of 619 million francs in net new money.
Wealth and Asset Management
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Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
UOB Asset Management Switches its United SSE 50 China ETF’s Index to track the FTSE China A50 Index
The change allows for a more comprehensive coverage of China’s A-Shares market as it includes the 50 largest and most liquid A-Shares on the Shanghai and Shenzhen Stock Exchanges.
HSBC Eyes More Hires for U.K. Private Banking Arm — Financial News
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
DeVere Group launches private bank
The company says the launch “has been facilitated” by the acquisition of St Lucia-based Arton Bank for an undisclosed sum.
Ares Management Joins Allfunds Private Partners Programme to Expand Distribution of Wealth Channel Products
By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.
Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs
The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.
Qatari Royals’ $100 Billion Private Bank Ramps Up Europe Hiring
The firm currently has about 265 bankers and 170 investment professionals, according to its website.
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
NatWest settles 'de-banking' dispute with Nigel Farage
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.