Morgan Stanley Wealth Mgmt's Client Assets Plunge 13%; Earnings Miss Expectations
Net income in the unit was 6% lower in the second quarter compared to the first quarter and the same quarter last year.
Wealth and Asset Management
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Chambers High Net Worth 2022
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth
Sanlam Wealth rebrands to Atomos
The name Atomos, which means “indivisible” in ancient Greek, was chosen to represent a strong internal culture of collaboration, inclusivity and diverse perspectives.
Blackrock misses expectations
The falling markets and strengthening dollar had a clear negative impact on Blackrock's assets under management.
CEE’s best bank for wealth management 2022: Raiffeisen Bank International
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
Wealthy Asians have lost the joy of trading
The Swiss bank had recently indicated that results in the second quarter of 2022 could be affected by customer withdrawals.
Ogier remains the only firm with top-tier ranking across Cayman, Guernsey and Jersey in Chambers HNW Guide
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.
Wealth Management Firm Continues Global Expansion for UK Expats
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
Credit Suisse Asset Management's Credit Investments Group Closes Private Credit Opportunities Fund at USD 1.67 billion
To date, PCO has deployed approximately half of the Fund which will have in excess of USD 3 billion of deployable capital including leverage.
NAB Private Wealth and BlackRock join forces to make ETF investing more accessible
NAB’s customer insights highlight that investors are increasingly looking for better value and guidance along their investment journey.
$421bn Stifel to enter offshore wealth management arena with new Miami biz
Coloma joined Stifel in June last year as a branch manager and has been working on setting up its international wealth management business since his arrival
Apex Group expands offering with acquisition of Context365 business
This acquisition reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital solutions into the asset management space.