10/23/2023
Gam reaches 'first steps in turnaround' as £92mn deal signed
The company has also made new appointments to its group management board.
Wealth and Asset Management
10/23/2023
Octopus Money reaches rescue deal for embattled digital advice firm's customers
Cash from the deal will be used to pay OpenMoney’s creditors and ex-employees, who are owed thousands of pounds in unpaid salaries and employer pension contributions.
10/23/2023
Boris Collardi acquires a winery with a golden name
His latest is a winery on Lake Geneva that bears the resounding name Bec d'Or, meaning golden beak.
10/23/2023
New UK wealth manager launches with first acquisition
The firm says it is proactively seeking to engage with advice and financial planning firms who share the company’s entrepreneurial and sustainable values.
10/23/2023
Former EQ Investors boss launches nationwide planning firm
It is backed by the founders of Var Capital – an investment management and family office firm.
10/23/2023
NewEdge Wealth Adds iCapital to Its Alternative Investment Platform to Help Manage and Scale Private Equity and Hedge Fund Investments
iCapital’s innovative technology provides NewEdge Wealth with operational infrastructure to efficiently scale access to alternative investments
10/20/2023
Citizens Redefines Private Banking Sector With Launch of Citizens Private Bank
Six New Private Banking Offices to Open Across the Country
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/20/2023
Changes to the Boards of Directors of UBS Switzerland AG and Credit Suisse (Schweiz) AG
The two banks will be managed by their respective Executive Boards until the legal merger.
10/20/2023
BNP Paribas moves into a posh address in Lugano
The move underlines the importance that the company attaches to the further development of its activities in Ticino, it was learned.
10/20/2023
‘Valuations are extreme’: JSS multi-asset outperformer
Serge Alarcon is underweight megacaps and expects mean reversion to favour his funds.
10/20/2023
UBP bolsters its emerging market fixed income capabilities
Building on its strong legacy in EM and on the breadth of expertise within the team, UBP has reviewed its EM fixed income offering and implemented a new investment process integrating responsible investment at its core.
10/20/2023
Arbuthnot Banking Group PLC Third Quarter 2023 Trading Update
Once again, rises in the Bank of England base rate contributed to increased revenues from our repricing assets.
10/20/2023
How late is too late to start saving for retirement?
Having a range of assets to rely on as a pension will give you options.
10/20/2023
JPMorgan Puts its Name in Lights Over Geneva
The neon advertisements on Geneva's lakeside and riverfront streets have a long tradition.
10/20/2023
Citizens evolves by establishing its own private bank
Citizens Financial Group revealed the national launch of Citizens Private Bank.
10/20/2023
Julius Baer Raises $167M for Debut India-Focused Equity Fund
The fund has attracted a global investor base, including non-resident Indian clients and North Asian and South Asian clients of Julius Baer.
10/20/2023
What’s an asset manager worth? It depends what they do
Quoted groups’ share prices are still in the doldrums – mostly.
10/19/2023
Private banking trends in South Africa – everything you need to know
As the clear leader in the private banking sector, Nedbank Private Wealth is constantly looking to the future to see which trends will have the biggest impact on the industry and the country.
10/19/2023
Why culture is key to wooing women in Canada's wealth space
Senior VP of advisory services unpacks 'flywheel' dynamic of organizational diversity, development, and client retention