Vontobel launches two emerging market debt funds
Wouter Van Overfelt to manage both
Wealth and Asset Management
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Standard Bank Wealth and Investment SA wins Best Private Bank Award
The winners are those institutions whose qualities rate highly with high-net-worth individuals choosing a wealth management provider.
Rothschild & Co expands North America reach with New Miami Office
Expansion will enhance Global Advisory business by combining the breadth of its advisory offering and unique perspectives to clients in South Florida’s fast-growing, international business and finance hub
Major League Soccer and RBC Wealth Management announce multi-year partnership
Additionally, RBC Wealth Management's MLS partnership will include brand integration across platforms, including streaming, digital, in-stadium and on-site activation at marquee MLS events.
Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list
Rebecca and Leslie were also named to the Forbes America’s Top 100 Women Wealth Advisors list for 2023.
Titan Wealth Holdings Secures Major Strategic Investment from Parthenon Capital
This investment also provides access to additional capital to support future M&A.
EFG International: Record underlying net profit of CHF 248.7 million (+48%); dividend up 25% to CHF 0.45 per share
Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.
Hywin International Becomes Vice Chair Member of The Hong Kong Limited Partnership Fund Association (HKLPFA)
The HKLPFA is the industry association guiding and promoting the Limited Partnership Fund (LPF) regime in Hong Kong.
Hong Kong Touts Wealth Management As «Essential»
Hong Kong fancies itself, rightly or wrongly, as a stock and bond trading hub swaddled by reams of the region’s best prospectus-coddling investment bankers, or i-bankers, as they are called in local parlance.
Rothschild & Co to Expand Swiss Business as New Money Halved
New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.
Ex-Credit Suisse Banker Bridging Worlds of Finance and Art
Trading art like stocks is an idea that makes sense to former UBS executive Andrea Orcel who is a board member of the internationally active art exchange Artex.
ZEDRA Completes Rebrand of US and Curaçao-Based Fund Services Provider, Atlas Fund Services
Reflects ZEDRA’s ambitions for the US and LATAM market and commitment to becoming an international leader in the funds services industry