08/01/2022
HSBC Holdings plc Interim Results 2022
Reported profit after tax increased by $0.8bn to $9.2bn.
Wealth and Asset Management
08/01/2022
Standard Chartered: Why the ‘S’ in ESG is a priority in private wealth
Companies – and their investors – are now looking not just to their regulatory obligations and net zero strategy, but also seeking to be fair to people as well as to the planet.
08/01/2022
Kingsley Napley: What Succession tells us about protecting your assets
Generally, the overall desire of clients to protect their wealth from threats and to ensure that they bequeath it to the next generation in a way that works for them and their children has not changed much either.
08/01/2022
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Vontobel plans to carry out the operational and legal combination of Vontobel SFA and VSWA
08/01/2022
Evelyn Partners announces continued robust new business generation and strong progress on key strategic initiatives
The business has continued to deliver strong growth in net new business and operating income, while also making excellent progress on key strategic initiatives.
08/01/2022
Kingswood makes 6th acquisition of 2022
Kingswood said it had a “transformational year” in 2021
08/01/2022
NatWest considering bid for wealth manager Quilter
The lender remains 48% owned by UK taxpayers after a government bailout during the financial crisis more than a decade ago.
08/01/2022
Mediobanca BoD- Results for FY 2021-22 approved
The effectiveness of Mediobanca’s business model, its distinctive positioning and diversified activities, have enabled the Group to deliver record 12M results despite the adverse macro scenario and market turmoil
08/01/2022
Lugano private bank looks for PM
The manager will be responsible for researching third party funds, interviewing managers and identifying best-in-class products.
07/29/2022
CaixaBank earns €1.57 billion in the first half of the year, up 17.1% on a like-for-like basis
The CaixaBank Group posted an attributable net profit of €1.57 billion in the first half of 2022, up 17.1%, on a like-for-like basis, on the same period of the previous year.
07/29/2022
Women and philanthropy: Taking action on purpose
In the last two years, 7 in 10 women have increased their philanthropic support.
07/29/2022
Fieldpoint Private Wins Three Global Private Banking Innovation Awards
Annual Awards Name Fieldpoint Private Best Boutique Private Bank globally.
07/29/2022
Primis adds Investec to lender panel
Investec has become the first private bank to join Primis Mortgage Network's lender panel.
07/29/2022
StanChart Beats Profit Estimates and Announces Buyback
For the first half, Standard Chartered posted an overall pre-tax profit of $2.82 billion, up 7 percent compared to the same period last year.
07/29/2022
Credit Suisse Group 2Q22 Financial Report
The 2Q22 Financial Report
07/29/2022
Coutts grows new clients by 11% amid app launch
Operating profit was a 28 per cent improvement on the same period last year
07/29/2022
SNB suffers massive half-year loss
The Swiss National Bank reports an enormous loss of CHF 95.2 billion for the first half of 2022.
07/29/2022
Swiss Private Banking: Disenchanted in a single week
Despite increased quarterly profits, UBS temporarily lost more than 10 percent of its market value.
07/29/2022
Investec Wealth & Investment announces it will acquire Murray Asset Management
The acquisition of the Edinburgh-based firm, which will see the transfer of the team of staff at Murray Asset Management to Investec Wealth & Investment.
07/29/2022
2022 1st half and 2nd quarter results - Amundi
Business activity held up well, in unfavourable market conditions