10/30/2024
Standard Chartered Results for the third quarter
The Group delivered a strong performance in the third quarter of 2024 with underlying operating income of $4.9 billion
Wealth and Asset Management
10/30/2024
UBS's third-quarter 2024 results
Delivering on cost-reduction ambitions with additional USD 0.8bn in gross cost savings realized in 3Q24 and USD ~7.5bn expected for full-year 2024
10/30/2024
Sergio Ermotti: "The road will still be long"
But there is still a long way to go.
10/30/2024
M&A surge offers IFAs and wealth managers myriad opportunities
In Europe, France has become a hotspot for smaller deals
10/30/2024
Omnis Investments awards Ninety One £573m UK Income & Growth mandate
Ninety One Value team finds the potential in unloved companies.
10/30/2024
Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland
The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure
10/30/2024
TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’
The acquisition plan was first announced in December 2023
10/30/2024
UBS’s traders are doing well, its bankers not so much
The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.
10/30/2024
Canaccord Wealth announces new Isle of Man charity partner
The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.
10/30/2024
Transferring wealth to the next generation – what to consider
Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.
10/30/2024
Syz determined to prove small can be beautiful
The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.
10/29/2024
Advising a new generation of global citizens
This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.
10/29/2024
$3.5tn wealth transfer scares Aussie advisers: Natixis
Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.
10/29/2024
Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
10/29/2024
Hong Kong launches task force to reinforce asset, wealth hub stats
Hong Kong's assets under management exceeded $31t by the end of 2023.
10/29/2024
UBS Quarterly Results: Key Points to Watch
The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.
10/29/2024
HSBC Holdings plc 3Q 2024 Earnings Release
I’m committed to building on this strong platform for growth.
10/29/2024
Lombard Odier strives for more in the UK
The UK is of central importance to Lombard Odier.
10/29/2024
Baloise sells FRIDAY portfolio
As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.
10/29/2024
How to survive interesting times
"The curse may be imaginary, but the threat to investors is real."