EFG Improves Profitability Despite Lower AUM Base
Despite external challenges, we have successfully executed our strategy and are on track to achieve all our targets.
Wealth and Asset Management
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UBS Advisors Drew Freides and Michael Kanigher Named Among America’s Top Wealth Advisors by Forbes/SHOOK Research
Their entire team has achieved a remarkable level of success through their dedication, focus, and commitment to their clients.
HSBC Extends Private Banking Coverage to Western China
The new locations will make it the first global bank to set up a dedicated private banking services team for western China.
UBS Secures New Office Space in Hong Kong
The project is expected to be completed by 2025 and UBS is expected to occupy the new premises in early 2026.
Chase Buchanan Wealth Management Opens New Canary Island Office
Chase Buchanan Wealth Management continues to expand, opening a new office in Tenerife to provide trusted financial advice to foreign nationals living in the Canary Islands.
Wells Fargo Advisors Moving Clients Out Of Private Banking, Insider Reports
The news is based on internal documents first obtained by Insider, a news site that focuses on financial and political news.
Bergos CIO keeps 'nerve' to overweight equity
Till Budelmann shared his strategy for mitigating the poor returns in major bond and equity markets this year.
Zunder raises €100 million from Mirova
Zunder raises €100 million from Mirova to accelerate EV charger rollout in Southern Europe
Fairstone Group revenues up 22%
The deal saw TA Associates take a significant stake in the business although details of the agreement were not disclosed.
HSBC extends Chinese private banking network to lure new digital millionaires
The bank has already launched private bank services in Beijing, Shanghai, Guangzhou and Shenzhen.
Citi Private Bank sees strong growth in family office business in Asia
Wealthy clients have benefited from proactive and early hedging on portfolios and allocations into alternative investments
BoE widens gilt purchase operations to include index-linked gilts – reaction from advisers, investment and wealth managers
The Bank of England has therefore been forced to include these in its bond buying programme.