12/09/2021
BLKB buys stake in credit market platform for SMEs
Bank to spur financing solutions for Swiss credit market.
Wealth and Asset Management
12/09/2021
UBS and iCapital Network Deepen their Strategic Partnership
Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.
12/08/2021
Liontrust to acquire Asset Manager
The Liontrust brand will be used for all Majedie’s UK, US, Global and International equity funds.
12/08/2021
WH Ireland on buy hunt as wealth assets hit £2.4bn
The wealth firm is on the acquisition trail as it aims to grow assets to £3bn.
12/08/2021
‘Below the Radar’ WM Targets 2023 for First Profit
Team announced its results yesterday and is yet to turn a profit.
12/08/2021
Unigestion launches academic advisory board
Asset manager creates committee to underpin innovation and expertise in investment process.
12/08/2021
Northern Trust appointed by BlueBox Asset Management
The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.
12/08/2021
Geneva WM opens Lugano office
The firm said this is part of its development plans in the Italian part of Switzerland.
12/07/2021
World's Best Private Banks 2022: Western Europe
An economic rebound fills the coffers of Europe’s winners.
12/07/2021
Partners Wealth Group launches Partners Private
Partners Private offers opportunities that they've never had access to before and creates significant diversification of core portfolios through an exciting range of possible investments.
12/07/2021
UBS Joins Hong Kong Covid Quarantine Payers
The reimbursement can total up to HK$42,000 for a single trip only and is available until November 30 next year, barring an earlier relaxation of restrictions by the Hong Kong government.
12/07/2021
Credit Suisse Poised to Anoint Top Private Banker
The Swiss bank’s board is poised to anoint the return of a veteran as the new head of private banking.
12/07/2021
Intertrust agrees to $2 bln takeover bid from corporate services firm
Intertrust and CSC agree on recommended all-cash offer of EUR 20.00 per share
12/06/2021
UBS to drive into mass affluent market with new digital platform
UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.
12/06/2021
Stonehage Fleming launches global thematic multi-asset fund
The Global Thematic Investment Portfolio will back funds investing in societal advancement, automation, digitalisation, the evolving consumer, healthcare innovation and the transition to a green economy.
12/05/2021
Rothschild & Co wins inaugural Client Relationship award
The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective.
12/05/2021
RBC named Caribbean’s Best Private Bank
Global Finance regularly selects the top performers among banks and other financial services providers.
12/05/2021
Credit Suisse Deliberates Greensill «Full Monty»
Greensill is one of two major blow-ups at the Swiss bank this year, besides more than $5 billion in losses on Archegos – by far Wall Street's worst.
12/04/2021
Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year
Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.
12/03/2021
Butterfield named ‘Best Private Bank' in Cayman
Butterfield named 'Best Private Bank' in Cayman