Tag: Wealth Management

Union Bancaire Privée Fast-Tracks its Private Banking Operations in Asia

Michael Blake is CEO of the Asian private banking operations of Union Bancaire Privée (UBP) and is presiding over a phase of dramatic…

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Brown Shipley’s parent group buys Swiss wealth manager

It is the private bank’s seventh acquisition in the past five years. The pan-European private banking group KBL European Private Bankers (KBL) has…

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Pictet overhauls its Asia leadership in expansion drive

Pictet, the Swiss wealth manager, is overhauling its leadership in Asia as it pushes ahead with plans to expand across the region and…

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Wealth Management M&A Activity On Course For Record Year

Mergers and acquisitions in the investment advisory industry jumped sharply in terms of deal value last month, mostly due to an $11.8 billion…

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The big wealth transfer is coming. Here’s how to make sure younger generations are ready.

KEY POINTS About $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations. Yet, 64% of wealthy…

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HSBC hires ex-Deutsche investment boss to run $500bn fund management arm

Nicolas Moreau left DWS in October after failing to stem heavy outflows from the business The former boss of Deutsche Bank’s investing arm has…

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Ten ways the wealth-management industry won’t change in the next decade

The wealth-management industry is at an inflection point as innovations such as artificial intelligence, machine learning and big data, combined with the process…

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Disregarding personal relationships can hurt private banks’ bottom line

Remote channels and algorithms provide cost savings, but only to a certain extent. If personal relationships are compromised so too are private banks’…

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JPMorgan hiring in Germany amid private banking push

JPMORGAN Chase & Co is hoping to grab a larger slice of Germany's private-banking market as wealthy individuals increasingly turn to international companies…

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Swiss Firm Seeks Mellifluous Returns

A Swiss technology firm is shopping musical assets to super-rich investors. The new investment class offers juicy returns – and unconventional risks. Wealthy investors…

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