‘Sale to UBS is on the table’: Swiss WMs on Credit Suisse
Wealth management firms share their perspectives on the Swiss National Bank offering support to the investment banking giant.
Wealth and Asset Management
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J.P. Morgan Asset Management Launches JPMorgan Active China ETF
The newest active ETF offering focuses on China equitiesJ.P. Morgan Asset Management Launches JPMorgan Active China ETF (JCHI)
ZEDRA completes rebranding of AlleyBe Group
These include private wealth solutions, accounting and financial reporting services, tax compliance, asset protection and estate planning, fintech services as well as advisory services for marine and aviation structures.
HSBC Mines MENA Wealth Opportunity in Singapore
To cater to this demand, HSBC Global Private Banking formed a coverage team in the city-state in 2022 to work with existing colleagues in the Middle East where it has a significant existing presence.
Wealth managers bracing for compensation claims
The behavioural finance experts found that 77% expect regulatory change will result in the need to better understand risk tolerance and suitability.
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Morgan Stanley currently OpenAI’s only strategic client in wealth management
JM Finns wins award for Discretionary Wealth Management
At the annual City of London Wealth Management Awards held at The Guildhall, JM Finn was presented with the award for Best Discretionary Wealth Management.
Resilient 2022 Results and Evolving Governanc
The commercial momentum helped to sustain assets under management, which stood at 158 billion Swiss francs.
Philanthropic Funds for Charitable Giving Grow in Popularity
One major aspect of Scott’s philanthropy that fascinates me is the fact that she is disrupting a large part of the traditional way of giving through foundations.
Kingswood expects UK annual profits to grow by 54%
Overall, the group expects total revenue to decrease by 3.9 per cent year-on-year to £143.6mn.
Liberum predicts 50% boost to Quilter shares
Analyst James Allen has put a ‘buy’ rating on the stock, suggesting its P/E is significantly lower than competitors
Swiss banks say rich Chinese clients worried about sanction prospects
Many said they were worried about the chilling effect on a lucrative line of business and crucial source of future growth.