BEKB opens a modernized location in Burgdorf
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.
Wealth and Asset Management
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CI Global Asset Management launches CI Alternative Multi-Strategy Fund
New fund uses alternative strategies to modernize the balanced fund
GBST to offer interactive tools to UK wealth market
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
Citi Private Bank Finds Family Offices’ Priorities Transcend Preserving the Value of Financial Assets and include Fostering Family Unity and Continuity
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya
BoA expands wealth management group in push to win rich clients
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
PR for the UBS stock does not catch
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
Expect further M&A acceleration in wealth management
Private equity backing on rise
Vontobel is expanding its offering in North America
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
The cheap growth stock cashing in on rising Fed rates
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.
UBP sees opportunities in Singapore's growing family office landscape
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.