Deutsche Bank targets Asia’s rich as Credit Suisse clients flee
The lender has been hiring senior wealth executives in Asia, given it is one of the fastest-growing markets.
Wealth and Asset Management
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Labuan IBFC records laudable growth despite challenging economic backdrop
The jurisdiction’s key focus areas of Islamic finance, captives and digital financial services record significant achievements
Ecospend joins PIMFA WealthTech as Innovation Partner to pioneer new Open Finance solutions for the wealth sector
It has processed over £12bn in payments for HMRC and has recently gone live with its unique offering for one of the UK’s largest investment platforms.
Citi: A fifth of Credit Suisse wealth management assets to leave
Analysts estimate a loss of CHF 110bn, but in a worst-case scenario, this could rise to CHF 162bn or a third of assets.
Zug consolidator invests in Geneva independent asset manager
Quaestor Coach specialises in the acquisition and development of wealth and asset management firms.
Bank Reyl Fined Once Again in France
In addition, partner and general manager François Reyl was also convicted in the case involving practices at the bank from 2009 to 2013 and fined half a million euros.
Julius Baer Launches Asia’s First Family Wealth Planning Certificate Programme for its clients
The Bank aims to equip its clients and their Next Generation with the necessary skills to navigate cross-generational transitions and preserve their family legacy
Julius Baer unveils new 100,000 square foot office at Two Taikoo Place as it gears up for growth in Hong Kong
Expansion signals commitment to Hong Kong as a core market and dedication to nurturing a diverse, talented workforce to serve clients in the region.
Citadel discloses chunky St James’s Place short bet
According to FCA data, Citadel Advisors Europe had a 0.5% short position against the wealth management group on 12 April.
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience.
HSBC GWM sees ‘massive opportunities’ in China
HSBC's wealth and personal banking CEO, Nuno Matos, is encouraged that investment schemes will make mainland China a ‘significant wealth market’.
Latest News from Tatton Investment Management: Return of calm bodes well for Spring
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.