News results for Strategy

21 April 2021

JM Finn Renews Cricket Sponsorship

The agreement is yet another example of how banks and wealth managers sponsor sports teams and...

20 April 2021

Raiffeisen Signs Up Tennis Number 1 As Brand Ambassador

Novak Djokovic's arrangement with the bank is slated for three years with the option to extend. It...

20 April 2021

Citigroup Sets Out Asian Wealth, Private Banking Recruitment Targets

The lender said that its “Win in Wealth” campaign is expected to add more than $150 billion in...

19 April 2021

Citigroup Pivots Towards Wealth, To Shed Asian Retail Footprint - Report

Citigroup is combining its private bank - which serves people with more than $25 million of assets...

12 April 2021

Industry Launches Hub To Support Women Entrepreneurs

The new resource is in response to findings of the Alison Rose Review that exposed institutional...

8 April 2021

iCapital Signs British Golfing Ace As Brand Ambassador

The move is an example of how wealth and investment management organisations have sponsored and...

30 March 2021

VP Bank Deepens Hywin Ties

The pact gives the European bank an increased Asian wealth management market. The agreement caters...

25 March 2021

LLB Enters Austrian Client Referral Pact

The arrangement is part of a build-out of LLB's Austria business, adding to its existing main...

17 March 2021

IQ-EQ Meets Rising Demand For Debt/Credit Services

IQ-EQ has unveiled a global private debt and credit desk to meet rising demand for the asset class....

16 March 2021

Kleinwort Hambros' New CEO Sets Sights High

The CEO at the UK-based private bank sets out the kind of measures he thinks the firm must meet -...

Comment & Analysis results for Strategy

21 February 2018

UBS Wealth Management Wants Fresh Faces For UK Expansion

The world's largest wealth manager recently spoke to this publication about its expansion in...

8 February 2018

EXCLUSIVE: Wealth Management Apps Below Par, Say Rich Millennials

The study, exclusively revealed by this publication, examines views in the UK, US, France, Germany,...

9 January 2018

Talking To Sports Stars Early Is Vital In Building Good Wealth Habits, Says Private Bank

This publication has interviewed the head of wealth management at Brown Shipley about the issues of...

13 November 2017

How Fintechs Are Positioning For The Future

The Europe-headquartered group has new business segments in its sights, it tells this publication...

26 October 2017

We Want To Increase The Financial Confidence Of One Million Women - UBS

The firm's managing director discussed its forward-thinking approach towards improving the services...

22 August 2017

Sports Stars Should Plan For The Worst To Deal With Career-Ending Injuries, Says RBC Wealth Management

This is the fourth in a series of articles in which this publication examines the world of sports...

14 August 2017

Safe Investments Not Boring For Sports Stars, Says RBC Wealth Management

This is the third in a series of articles that examine the world of sports and wealth planning and...

31 May 2017

GUEST ARTICLE: "Mindfulness" Makes For Strong Wealth Management Advice - Geneva Private Office

The CEO of V3, a Swiss private office, takes a detour from the conventional terms of finance and...

9 February 2017

GUEST ARTICLE: Making Innovation In Wealth Management A Reality

This article from the consultancy Citisoft considers the digital channels and tools wealth managers...

14 December 2016

Wealth Managers Try To Find Clarity Amid Brexit Fog - Breakfast Briefing

Brexit continues to roil the wealth management industry. What does it portend for those working in...