Gold Trader Philoro Increasingly Targets Swiss Banks
Precious metals dealer Philoro is now serving banks, asset managers, and other institutions such as family offices in Switzerland.
Wealth and Asset Management
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Lazard moves UK headquarters to Marylebone
The firm has signed a 15-year lease for the Marylebone-based office space, to be occupied by early 2025.
Goldman Sachs folds Marcus into wealth management unit
This is despite the fact that the bank presented investors and analysts with a chart in early 2020 suggesting that the business would break even in 2022.
Morgan Stanley Loses $1 Billion Team to UBS
The Swiss bank said it hired a five-person team in Providence, R.I. with more than $1 billion in client assets.
BNP Paribas Green Lighted for China Asset Management JV
The new platform will be funded by BNP Paribas Asset Management and ABC Wealth Management, a wealth arm of AgBank.
Credit Suisse Exploring Capital Raise With Banks
The bank could be aiming to raise at least $2 billion to pay for the bank's restructuring and operating losses over the next couple of years
Mintus Announces Partnership With Amicorp To Expand Global Reach
The innovative fractional art investment platform Mintus.com has signed a partnership agreement with Amicorp Group's wealth management company, Amergeris, opening access to shared ownership of iconic art to the clients of private banks, family office
Rathbones announces a trading update for the three months ended 30 September 2022
Rathbones is well-positioned to take advantage of the future growth opportunities that can arise both during and after periods of investment market volatility.
Quilter assets dip in rough conditions ahead of Feeney exit
Assets under management at Quilter dipped 2% in the third quarter, falling to £96.9bn from £108.5bn in the same period of 2021.
Ares prepares strategies to meet wealth manager demand outside US
The firm’s wealth management solutions business is now a year old and is eyeing opportunities beyond its domestic borders.
HSBC expands private banking in UAE to cater to growing millionaire base
Lender opens branch for clients with investable assets of more than $2m
Citi’s Switzerland CEO shares ‘big plans’ for private banking
Marni McManus took over the banking giant’s Swiss operations last year.