07/25/2023
How UBS Goes Fishing for Big Game
In addition to the growth market of Asia, UBS is currently focusing on its business with wealthy US private clients.
Wealth and Asset Management
07/25/2023
Unicorn Asset Management chair Colin Howell dies
A statement from the firm reports that the industry veteran passed away unexpectedly.
07/25/2023
China wealth manager warns weak economy to squeeze client assets
Beijing's tech crackdown an added headwind as assets shrink
07/24/2023
What is wealth management?
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
07/24/2023
Presentation of the 2023 half-year results for the Julius Baer Group
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
Chris Lieber: «The trend is away from the banks»
At the beginning of the year, the company made a name for itself with the spectacular takeover of the Zurich company Entrepreneur Partners. Since then it has become rather quiet again.
07/24/2023
GAM Holding AG provides update on the Liontrust offer
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.
07/24/2023
Morgan Stanley IM merges away $529m Global HY bond fund
The new strategy will assume the structure of the existing sustainable approach, Citywire Selector has learned.
07/24/2023
IHT receipts show £0.2 billion rise year-on-year
Inflationary growth of asset values coupled with frozen allowances* are helping ensure that, as things stand, IHT receipts continue to be a lucrative earner for the Treasury.
07/24/2023
Julius Baer plans new northern UK branch as it pulls in billions
The move comes after the private bank saw a surge in first-half inflows to CHF7bn following the merger of two of its biggest rivals, Credit Suisse and UBS.
07/24/2023
Liontrust waives key condition in GAM deal
The requirement for GAM’s fund management services unit to be sold before the takeover deal can go through has been waived.
07/24/2023
Abrdn’s small cap boss Glennie sells down Liontrust
Head of smaller companies Abby Glennie shares the biggest changes she has made to the Abrdn funds that she took over when Harry Nimmo retired at the end of 2022.
07/21/2023
St James's Place makes raft of manager and remit changes to fund range
Move towards global and multi-manager approach
07/21/2023
Private banking heats up in the Middle East
Private banks are hiring as fast as they can and expanding their repertoire in Shariah-compliant asset classes.
07/21/2023
Womble Bond Dickinson's private wealth team top-ranked by Chambers High Net Worth guide
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/21/2023
Carey Olsen leads offshore firms in Chambers High Net Worth 2023
The firm continues to be ranked as Band 1 for its trusts and private wealth practices in Bermuda, Guernsey and Jersey, and Band 2 in the Cayman Islands.
07/21/2023
UBP: First half-year results 2023
Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022.
07/21/2023
SIX Achieves Good Operating Result in First Half of 2023
In a challenging market environment, dominated by inflation and rising interest rates, SIX achieved a good result for the first half of the year.
07/21/2023
Liontrust: We will not raise our GAM offer
The fund firm is refusing to bow to pressure and raise its offer for GAM, saying the due diligence it has conducted over many months proves the £96m price is fair.
07/21/2023
Indosuez Wealth Management first international private bank certified Great Place to Work in 2023 in Spain
This certification is in line with the Human Project component of Ambitions 2025