03/23/2023
Credit Suisse liquidity loans ‘not a gift’, says SNB
The central bank's chair said measures it took alongside the federal government and Finma had halted a crisis.
Wealth and Asset Management
03/23/2023
J.P. Morgan Wealth PlanTM Named ‘Best Personal Finance Product’
Wealth Plan recognized by FinTech Breakthrough Awards for helping people make smarter money decisions
03/22/2023
Why Blackrock didn't get a chance at CS
The American asset manager brought himself into play in the poker game involving the struggling Credit Suisse.
03/22/2023
US hedge fund quietly builds GAM exposure
Connecticut-based group becomes third largest holder of Swiss group’s outstanding shares.
03/22/2023
Wren Sterling Completes Acquisitions in Scotland and West Midlands and gains 860 Clients
The two transactions add to the three deals already completed since the start of 2022.
03/22/2023
IHT receipts show fresh year-on-year rise
There were no significant changes to the IHT charging regime in last week’s Budget, but the overall silence in this area shouldn’t be taken that the IHT pain on families is being eased.
03/22/2023
Ex-Abrdn advice boss launches firm under Sandringham umbrella
Neil Messenger will lead Professional Independent Wealth Advice as chief executive, after spending two years as advice director at Abrdn Financial Planning.
03/22/2023
UBS is opposed to the CS deal with Michael Klein
CS had actually planned to outsource the capital markets and consulting business under the name CS First Boston and later possibly bring it to the stock exchange.
03/22/2023
Swiss Awards 2023: manager winners revealed
Take a look at the managers who won the Citywire Switzerland Awards 2023.
03/22/2023
Deutsche banking on the Capital
Individual opinions differed, but it was apparent the tide of opinion in the City was to stay a part of the bloc.
03/21/2023
“We've seen a coordinated global response”
Coutts’ investment experts gave their views on current market volatility at an exclusive client event.
03/21/2023
Banking sector: A drop in confidence but not a systemic shock
Volatility within the banking sector is due to very specific issues with the banks affected.
03/21/2023
Private Banks Vie for Post-Merger CS Assets in Asia
As UBS absorbs the newly acquired Credit Suisse, one of the key matters that will be closely monitored is the movement of client asset flows, especially in the core wealth management business.
03/21/2023
Here We Go Again
The consequences of the Fed’s crazily loose monetary conditions, even in the face of building inflation pressures, are coming home to roost.
03/21/2023
Hong Kong opens doors to billionaires in family office push
The Bill and Melinda Gates Foundation’s Robert Rosen will also participate in the event, where more than 100 representatives from global family offices will discuss asset and wealth management opportunities in the city.
03/21/2023
Cazenove Capital’s CEO named Top 50 Most Influential in 2023 UK Wealth Management rating
The firm now operates from six offices outside of London, having added Manchester, Birmingham and Bristol to its previous locations in Edinburgh, Oxford and Chester.
03/21/2023
IQ-EQ’s Gwenllian Le Blond wins Silver in Citywealth’s 2023 Powerwomen Awards
Outside of work, Gwenllian is a founding member of the Guernsey Women’s Collective, which champions women’s rights locally.
03/21/2023
Partners Group reports continued management fee growth; performance fees in line with guidance; dividend up 12% to CHF 37.00 per share
Total revenues are composed of management fees and performance fees.
03/21/2023
JPMorgan’s Nutmeg boss on the future of wealth management
Financial News asks the man in charge what the Wall Street giant sees in a comparative minnow in the UK
03/21/2023
Shore Capital: Ditching LTA is ‘major positive’ for UK wealth managers
Analyst Ben Williams predicts a ‘massive’ boost to business even if Labour reverses pensions changes.