01/21/2022
Close Brothers trading update meets expectations
Close Brothers will release its half year results
Wealth and Asset Management
01/21/2022
How is the next generation reshaping private banking?
This insightful experience enabled us to delve into the financial hopes and concerns of new generations.
01/20/2022
Credit Suisse's Lucrative Send-Off for Ex-Chairman
He had pledged to tame bonuses and risk-taking in the wake of Credit Suisse's scandals.
01/20/2022
2022: A critical year for growth and transformation for asset and wealth managers
Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year
01/20/2022
LLB Group: Advance information on the annual results
The figures have not yet been audited.
01/20/2022
Edinburgh wealth management firm acquires Inverness rival
The firm says it is planning further deals in the Highlands and Islands this year
01/20/2022
Coutts Scotland marks a return to its roots
Now Coutts is returning to its roots. Later this year, it will be taking over the banking functions of another Scottish private bank, Adam and Company.
01/20/2022
Credit Suisse Number-Two Throwing in the Towel?
His role as CEO of a Swiss blue-chip has raised questions of whether Schwan has enough time to devote to stabilizing Credit Suisse.
01/20/2022
Apex Group launches Women’s Accelerator Program
The Women’s Accelerator Program aims to accelerate the progress of high-performing female talent through the business, eroding the gender disparity at mid- and senior-management levels to provide a clear path for career progression.
01/20/2022
Credit Suisse Board Plays Game of Musical Chairs
If Schwan leaves, this would put Credit Suisse's oversight at 12 people.
01/20/2022
Cantonal bank buys stake in insurance investing boutique
As a result, the bank will join Twelve Capital’s board of directors.
01/20/2022
Bank of America wealth unit reports strong Q4 with record inflows
Total client balances were $3.8trn in Q4 2021, up 15% from the previous year, of which Merrill Lynch contributed $3.2trn.
01/19/2022
Ex-Credit Suisse Boss a Grand Inquisitor?
It also lays bare a brief tenure riddled with conflict between the Portuguese-British banker and his board colleagues as well as Credit Suisse's top management.
01/19/2022
IQ-EQ’s Steve Sokić lands spot in eprivateclient’s Top 50 Most Influential
The prestigious list ranks the most prominent figures in the UK and global private client practitioner sector.
01/19/2022
Carey Olsen trusts and private wealth partners recognised in Spear's 500 for 2022
Their recognition in the Spear's 500 is the latest accolade in an extremely successful past 12 months for Carey Olsen's global trusts and private wealth practice.
01/19/2022
Liontrust Trading Update - January 2022
At a time of increased market volatility, strong investment processes are even more critical to long-term performance.
01/19/2022
UBS veteran launches Zurich advisory firm
The duo worked together at Quintet Private Bank.
01/19/2022
JTC Maintains presence in '50 Most Influential' private client list
Iain Johns, Group Head of Private Client Services at JTC, has been named for the seventh year in a row as one of the leading advisers in the private client arena.
01/18/2022
Astorg announces successful closing of IQ-EQ Continuation Fund
The Continuation Fund closed at €1.3bn which includes substantial additional capital for Astorg and our investment partners to support organic growth initiatives and acquisitions, underlying IQ-EQ’s ambitious strategic value creation roadmap.
01/18/2022
Artorius Wealth expands regional presence
The team have been regular visitors over the years so we look forward to seeing them more often as part of our thriving business community.