08/28/2023
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
Wealth and Asset Management
08/28/2023
Why the rich stay on sidelines of sustainable investing
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/28/2023
Credit Suisse Second Quarter Loss Reportedly $4 Billion
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/25/2023
Advisors' Organic Growth And The Future Of Wealth
Consider how wealth distribution has evolved.
08/25/2023
LLB Group with significant increase in profit
The LLB Group invests in further growth.
08/25/2023
Former Odey AM boss severs family business ties
Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.
08/25/2023
Syz to pay for external asset manager software for partners
The private bank has inked a deal with software provider Wize.
08/25/2023
Banque Heritage: A look ahead to the second half of 2023
In addition, monetary policy, while still tight, is approaching its inflection point month after month.
08/25/2023
Alpian: Insights into Switzerland's first digital private bank
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.
08/25/2023
Close AM rethinks bonuses for newbies
CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.
08/25/2023
UBS Throws Lifeline to Credit Suisse European Dealmakers
UBS announced three rounds of job cuts, with the first coming in July and further rounds expected in September and October.
08/25/2023
Tobias Straumann: «UBS is not safe»
In making his case he laid out the global relationship between capital mobility and the number of banking crises.
08/24/2023
Malaysia Faces Private Banking Talent Crunch Amid Growing Wealth Sector
The nation's wealth sector is still in its growth phase when compared to established hubs such as Hong Kong and Singapore.
08/24/2023
Private banking: Geneva’s appeal
Being very internationally connected, Geneva wealth managers also offer investments in almost every one of the world’s countries and currencies, which opens up a very wide range of investment opportunities.
08/24/2023
US dollar poised for a soft landing
lsewhere, their conviction in AI continues to improve.
08/24/2023
Liontrust’s bid for GAM collapses with Swiss group’s future in balance
Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.
08/24/2023
Pictet WM sustainability head unpicks tricky ESG definitions
With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.
08/24/2023
Liontrust CEO accused of spreading ‘false rumours’ which ‘border illegality’ ahead of GAM offer deadline
Investor group NewGAMe has raised a complaint to the Swiss Takeover Board
08/24/2023
BTG Pactual acquires Julius Baer-backed Brazil robo advisor
The Brazilian bank has acquired Magnetis, which is part-owned by Swiss wealth manager Julius Baer and is selling its stake.
08/24/2023
Lombard Odier reports solid half-year 2023 results: Continued growth, stability and strategic investment in the business
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.