Wealth and Asset Management

Wealth and Asset Management

Edelweiss Wealth Management, provides the Low-Down on how the company has emerged as a Force to Reckoned With in India’s Fast Growing Wealth Management Industry

August 17, 2022

Post the global pandemic, the business in India’s wealth management segment has improved in a pronounced manner.

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Wealth and Asset Management

Fleming’s Rockefeller Aims to Double Number of Adviser Teams

August 17, 2022

The New York-based wealth firm has boosted assets under management fivefold since 2018 to $90 billion.

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Wealth and Asset Management

VP Bank Group holding its own in a challenging environment

August 17, 2022

The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.

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Wealth and Asset Management

German insurer launches Zurich asset manager

August 17, 2022

The new entity targets institutional investors, and is in the process of acquiring a licence.

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Wealth and Asset Management

Asian Wealth Fuels Positive Asset Inflows at VP Bank

August 17, 2022

Despite the positive inflows, assets under management globally fell 9 percent to 46.5 billion francs with 4.8 billion francs attributed to negative market performance.

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Wealth and Asset Management

St.Galler Kantonalbank: Healthy growth, profit slightly lower

August 17, 2022

Last semester, Eastern Switzerland enterprises have benefited from full order books.

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Wealth and Asset Management

LGT delivers a premium online service with CREALOGIX

August 17, 2022

The team at LGT recognised an increasing use of mobile and an increased frequency of access to their online client portal accounts.

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Wealth and Asset Management

Jersey Shortlisted for ‘IFC of the Year’ at 2022 Citywealth Awards

August 17, 2022

Continuing to be recognised as a leading IFC even after the turbulent couple of years that we have all experienced underlines Jersey’s resilience and adaptability, as well as the extensive pool of talent, skill, and expertise that makes up and stren

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Wealth and Asset Management

Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm

August 16, 2022

They’re the latest wealth managers to leave one of the big banks and go independent, a career route that is increasingly popular with many financial advisors.

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Wealth and Asset Management

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

August 16, 2022

The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.

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Wealth and Asset Management

Credit Suisse’s China Approval Delayed by Senior Exits

August 16, 2022

The China Securities Regulatory Commission told the Swiss bank it will wait until those positions are filled before conducting any on-site inspection, the final step required before business expansion.

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Wealth and Asset Management

Patrimonium: Syz and Heine take over Bonvin shareholding

August 16, 2022

This decision completes the separation between the shareholders of two important players in the Swiss real estate market.

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