05/23/2024
Julius Baer: Interim Management Statement for the first four months of 2024*
Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.
Wealth and Asset Management
05/23/2024
The power the US wields over the Swiss financial centre
The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.
05/23/2024
Close Brothers sees strong demand despite some pockets of weakness
This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books
05/23/2024
French boutique Auris snaps up wealth group
Paris-based independent operator delivers on ambition to grow through acquisition.
05/23/2024
Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez
Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.
05/23/2024
Quintet Private Bank marks its 75th anniversary
Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.
05/23/2024
Former Deutsche Bank chief executive Rolf Breuer has passed away
The 86-year-old passed away in the presence of family, following a long illness.
05/22/2024
Attracting the next generation of inheritors and self-made wealthy
Winning young clients is critical to future success for private banks and wealth managers
05/22/2024
HSBC Runs US Tech Tour for Ultra-Rich Asians
The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.
05/22/2024
UBS head of integration has to get by without a right hand
Coping with this central task has apparently now become even more difficult for Bereaux.
05/22/2024
Amundi pursues UBS with new Swiss ETF
In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.
05/22/2024
Schroder AsiaPacific Fund plc Half Year Results
The Board continues to keep gearing under consideration and the Manager has access to a £75 million revolving credit facility, as well as an overdraft facility.
05/22/2024
Nucleus Receives Regulatory Approval for the Acquisition of Third Financial
Third Financial is a fast-growing investment platform and software provider.
05/22/2024
Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian
This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.
05/22/2024
The annual LGT Wealth Management Charity Dodgeball Tournament raises over £69k for
LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.
05/21/2024
Farrer & Co shortlisted in four categories at the 2024 Chambers High Net Worth Awards
The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.
05/21/2024
Wealth managers key to boosting donations as UHNWs give less
UHNWs in the UK are giving less than they did last year – and wealth managers are key to turning the trend around
05/21/2024
Managing Ultra-Wealthy Clients' Most Unusual Financial Requests
Geller’s main lines of business include investment management, strategic wealth planning, tax advisory and Personal CFO Services.
05/21/2024
Bowmore Wealth snaps up firm taking assets above £400mn
The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.
05/21/2024
EFG Hermes acquires minority stake in Danish fintech Kenzi Wealth
EFG Hermes says it will push the technology to its client base across the Mena region. providing customers with a more efficient and personalised investment experience.