Credit Suisse deepens Qatar connection
He is a member of the Al-Thani ruling family of Qatar.
Wealth and Asset Management
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Quilter to pay £310k over two historic Fos cases
Returns fell from £4k to £160 over four years, before the investment was valued at just £1.
Credit Suisse Reportedly Plans to Ax Thousands of Jobs
The cuts are part of broader plans to reduce $1 billion in costs to help the bank recover from a series of scandals and quarterly losses.
Stephenson Harwood’s on the Evolving Expectations found in the Wealth Management Industry
Hubbis met with her recently to learn of her views on the evolving needs and expectations of her clients, which include HNW and UHNW individuals and families, trust companies, family offices, international banks and fiduciary service providers.
Where Credit Suisse's Missing Billions Lie Dormant
Credit Suisse officially intends to comment on any adjustments to its corporate strategy at the end of October.
Credit Suisse Planning China Wealth Unit Next Year
The wealth management market in China is about $4.2 trillion in a country where household wealth is growing faster than the economy.
Hywin Holdings Announces Unaudited Financial Results for the Second Half and Full Year of Fiscal 2022
Stable earnings growth backed by diversified revenue mix and strong client loyalty
Philanthropy moving beyond writing cheques to more direct involvement
This generation is looking at how to pull all their resources, be it their wealth, their unique skills, their influential networks, their businesses to work for the good of all of us.
Union Bancaire Privée’s Wealth Management CEO for Asia on Defining and then Refining the Right Business Model for Success
He also set out how the UBP approach is to provide high-touch, specialised investment advice rather than a low-touch, digital-first model.
Private banking: millennials’ top 5 expectations
This is especially true for HNWI millennials – likely current and future private banking clients – who comprise a rapidly growing cohort.
Merrill Lynch Advisors Managing $560 Million Jump to RBC
Coatoam praised RBC for its “family-like culture, as well as the management team who truly believe that clients come first.
What were 2022’s big investment trends for UHNWIs – and where will they go next?
Right after the COVID-19 recovery began, the war in Ukraine started – and for European investors it was something happening very close to home, so it affected the behaviour of clients