Deutsche Bank reports 2022 profit before tax of € 5.6 billion
Profit before tax was € 5.6 billion in 2022, up 65% over 2021.
Wealth and Asset Management
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Wealth Professional’s Top 50 Advisors for 2023 revealed
Industry's finest excelled in steering clients' portfolios through economic storms
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end
10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets.
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
Pensexpert collects private banks
Pensexpert has evidently established itself as the partner of choice for Swiss private banks with the acceptance of Lombard Odier.
Canaccord Genuity Group Inc. Brief : Announcing Agreement To Buy Mercer's Canadian Private Wealth Business
The acquisition is expected to add approximately $1.5 billion to Canaccord Genuity Wealth Management's total client assets.
Wrise Launches Hong Kong Wealth Unit
Wrise Wealth Management Hong Kong has also appointed financial veteran Marcus Wong as vice chairman of the new business.
Alan Boswell Group buys finance firm ARW Wealth Managers Ltd
As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.