06/20/2023
Julius Baer publishes Global Wealth and Lifestyle Report 2023
The average price of Julius Baer’s Lifestyle Index has increased by 6% in US Dollar, but by 13% in local currencies.
Wealth and Asset Management
06/20/2023
NewEdge Capital Group Leaders and Firms Named Finalists in Several Wealthmanagement.com Industry Awards Categories
CEOs Alex Goss of NewEdge Advisors and Rob Sechan of NewEdge Wealth Among Honorees
06/20/2023
Rothschild Expects 50% Profit Decline Amid M&A Slowdown
In 2022, Rothschild’s profit was €249 million in the first half, and €606 million for the entire year.
06/20/2023
‘A heavy lift in very short time’: Private banks brace for consumer duty
Five wealth and private banking heads share their views on the upcoming regulation and why it is much more than just going through a series of checklists.
06/19/2023
Canaccord Genuity Group Inc. Reports fourth quarter and Fiscal 2023 Results
Excluding significant items, full fiscal year earnings per common share of $0.59
06/19/2023
Combined UBS-CS wealth giant enters Asia as cost of survival rises
Asia's private banking players are bound to feel the ripples of the UBS-CS deal and navigate an industry that is already facing increasing costs of survival.
06/19/2023
Jupiter shutters Merlin Real Return fund after just five years
The fund will be wound up on 31 July. Its assets under management have fallen to £6.3m.
06/19/2023
IBoss portfolios launched on 7IM platform
The IBoss discretionary MPS consists of 32 risk-rated portfolios across four ranges: core, passive, income, and sustainable.
06/19/2023
Evelyn Partners continues London team expansion with Financial Planning Director appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Craig Dowsett as a Financial Planning Director in the firm’s London office.
06/19/2023
Wealth management giant St James's Place signs decade-long deal for new Spinningfields office
St James's Place is a FTSE 100 company
06/19/2023
BlackRock is shaping next-generation leadership and hunting for deals. Here's the latest news on the largest money manager.
Founder-led BlackRock is molding the next generation of management and seeking out deals.
06/16/2023
The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans
The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.
06/16/2023
Wealthtech Everon makes a move into private banking
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/16/2023
Private Banking & Wealth Management London Awards 2023 winners announced
The awards evening saw a great number of financial institutions rewarded for a year of outstanding work.
06/16/2023
Julius Baer's Malhotra: We need to develop our Indian talent bench
The Swiss bank's Rahul Malhotra emphasises the importance of developing local talent, why he wants to tap into the country's Tier-2 cities and non-resident Indian market opportunity.
06/16/2023
Wakefield wealth management firm attracts top talent to fill financial advisor role
A wealth management firm in Wakefield has appointed a new financial advisor, Stephen Luwero, who has worked in investment banking in London and the North of England for over 20 years.
06/16/2023
Lombard Odier onboards high-conviction L/S fund
The group announces tie-up with Janus Henderson to offer access to pan-European equity strategy.
06/16/2023
UBS Plays Good Cop – Bad Cop
It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.
06/16/2023
Credit Suisse bankers eye exit packages as integration with UBS begins
Managing director-level bankers are less likely to ask potential future employers for perks such as guaranteed bonuses if they can walk away from Credit Suisse with a payout.
06/16/2023
Amundi launches euro government-tilted green bond ETF
The ETF is designed to enable investors to shift their core euro government bonds towards a responsible exposure.