03/08/2022
Quilter prepares for greatly expanded WealthSelect MPS range
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.
Wealth and Asset Management
03/08/2022
Swiss teenager wants to defy the Atlantic – private bank is on board
There she will prepare for the transatlantic regatta Mini-Transat, in which she will be supported by the Geneva private bank Mirabaud .
03/08/2022
VP Bank Returns to Profit Growth in 2021
The proposed dividend of CHF 5.00 represents an increase of 25 per cent and underscores the profitability of VP Bank and the aim to provide an attractive dividend yield over the long term, which as at the end of 2021 stood at 5.2 per cent.
03/08/2022
Westpac Invites Bids for Wealth Platform
Australia’s third-largest lender is allowing interested suitors access to confidential information about the business, according to the people, who asked not to be identified as the process remained confidential.
03/08/2022
Why automated reconciliations are crucial for wealth managers
As a result, many firms are turning to digital transformation to help square the circle of improving data integrity and reporting
03/08/2022
Credit Suisse triggers margin calls to wealth clients over Russian assets
The bank asked its wealthy clients to post more collateral after slashing lending values on Russian securities
03/08/2022
Evolving towards equality: Women are taking their rightful place in the workplace
2022 has seen global tensions rise, bringing increased volatility and uncertainty. And yet, today more than ever, working together is key to building a strong, inclusive and sustainable future.
03/08/2022
Schaffhauser Kantonalbank reports strong growth in asset management
The good result enables the highest ever distribution to the canton.
03/08/2022
Schroders celebrates International Women’s Day 2022 #BreakTheBias
Schroders is today celebrating International Women’s Day 2022 with #BreakTheBias.
03/07/2022
UBS CEO Hamers Earned Less Than Predecessor
Hamers’ 2021 fixed remuneration was just below 3.0 million, combined with a variable component of 8.5 million.
03/07/2022
Is Credit Suisse Building a Purely Swiss Bank?
It made a surprising change in the Swiss unit by reorganizing it.
03/07/2022
Wilsons acquires Chancellor for private wealth, flags more M&A
It is understood Wilsons won a competitive process to buy Chancellor Portfolio Services, adding the firm’s clients, client assets and advisers to its private wealth advisory division.
03/07/2022
VTB apparently facing tough measures in Zug
The move comes after the bank's assets were frozen and VTB is among seven banks set to be banned from Swift global payments network next Saturday.
03/07/2022
Pictet: Surprising Move in Private Banking
In this role, he will also become a member of PWM's Executive Board.
03/07/2022
UBS Has $200 Million Exposure to Russian Assets in Loans to Rich
Wealthy Russians with links to President Vladimir Putin have seen their assets frozen across the world
03/07/2022
UBS publishes Annual Report 2021
The Report presents the fully audited results for the year ending 31 December 2021.
03/07/2022
UBS publishes agenda for the Annual General Meeting of UBS Group AG on 6 April 2022
The UBS Board of Directors also announced that Reto Francioni is not standing for re-election to the Board of Directors of UBS Group AG and UBS AG.
03/07/2022
Schroders launches two new equity funds with a focus on small and micro cap companies in the Nordic region
Schroders has successfully launched two new funds for investors focused on small and micro cap companies in the Nordics, a region which is characterised by cutting-edge technology and superior growth.
03/07/2022
UBP's ESG sovereign local-currency debt strategy
As emerging markets mature and grow, their ability to finance themselves through bonds issued in local currencies will increase, and, consequently, so will opportunities for investors.
03/07/2022
Citi aims to hire up to 3,000 wealth advisors over five years
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.