UBS and Credit Suisse Overshadowed by Smaller Rival
After two record years in 2020 and 2021, the potential for disappointment is large
Wealth and Asset Management
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BTG Pactual to open int’l platform to new client segment
The international product platform will be connected to the BTG Pactual app that will allow clients to check both their onshore and offshore accounts so they can see all their investments.
Wealth advice and income protection
Getting clients to see the need is always the challenge, but where there is a need, any great adviser will put an IP policy in place
Lauren Kinch and Andrew Baumgartner Join UBS Private Wealth Management in San Francisco
They join the firm from BNY Mellon Wealth Management where they spent the last five years advising clients and helping develop the firm’s wealth management platform offering.
Strategic Capital Advisers to Join Focus Partner Transform Wealth, Strengthening Transform's Capabilities and Presence in Colorado
This partnership will enable us to leverage Transform Wealth's resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come.
EFG Record underlying net profit of CHF 115 million
A high level of uncertainty persists.
Credit Suisse Mexico and Actinver sign strategic alliance agreement
This is in line with Credit Suisse Wealth Management’s strategy to strengthen and simplify its offering in priority growth markets, including through strategic alliances.
Sedulo planning for expansion in wealth management following £2.85m funding deal
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
Prashant Bhayani on China Tech: «It's a ‘Show Me’ Market»
People need to see the details so they can estimate the earnings impact.
Wealth manager Saltus snaps up London IFA
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
Private equity – investing in uncertain times
Alternative investments - which include hedge funds and various types of private assets - are the right choice in the face of uncertainty.
Leonteq publishes half-year 2022 results
Through its investments in key initiatives over the past few years, Leonteq has created a solid and diversified foundation for the company to build on.