12/08/2023
The importance of responsible investing
Why we think it is important to look at all risk factors and opportunities when considering investments.
Wealth and Asset Management
12/08/2023
Charting new horizons: empowerment and strategy in women's wealth management
Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration
12/07/2023
Macquarie Asset Management Launches Outlook 2024
Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.
12/07/2023
Coutts Monthly update: A brighter month for markets
Markets have been bolstered by falling inflation and signs that interest rates have peaked.
12/07/2023
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
12/07/2023
Julius Baer renews partnership with the Elbphilharmonie Hamburg
Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.
12/07/2023
American private market giant gains a foothold in Zurich
The private market specialist is particularly interested in the very wealthy customers of private banks in this country.
12/07/2023
SCB Julius Baer Celebrates the Success of its Inaugural ‘The 45 Academia Programme’
This strategic alliance aims to bring global wealth management expertise to Thailand, offering a unique blend of financial services curated specifically for the kingdom’s high net worth individuals.
12/07/2023
Indosuez poaches EAM head from SocGen Swiss PB
David Saliné was previously head of private banking at Societe Generale Private Banking Switzerland.
12/07/2023
Societe Generale Said to Revive Sale of UK Private Bank Unit
Krupa has signalled SocGen will exit non-core businesses
12/07/2023
FAB Private Banking launches fund to support UN Sustainable Development Goals
FAB SDG Fund targets investments that address social and environmental challenges
12/06/2023
NFL Players Association names UBS an Institutional Financial Advisor
UBS Financial Advisors bring a planning orientation and extensive experience to helping professional athletes and their families deal with issues such as sudden wealth, complex contracts, family financial dynamics, and much more.
12/06/2023
State Street Announces Successful Implementation of State Street Alpha® for BMO Global Asset Management
The combination of State Street and Charles River Development has enabled the industry’s first-ever global, interoperable services platform for the front, middle and back office from one single provider, known as State Street Alpha.
12/06/2023
Impax launches Global Social Leaders Strategy
Impax believes that the investment opportunity to back companies that are benefiting from these societal trends is being undervalued by the market.
12/06/2023
Perpetual to Launch Strategic Review of Corporate Trust, Wealth Management Businesses
Perpetual said the strategic review will also consider the benefits of a more focused Asset Management business. It didn't indicate how long the review could take.
12/06/2023
HFMC Wealth completes acquisition of Harford Financial Ltd
The support team will be strengthened further with Anson Doneganalso joining the team.
12/06/2023
Skerritts adds £230m AUM with Chester adviser acquisition
Second deal under Paul Feeney took reigns at PE-backed firm
12/06/2023
One Swiss Bank will disappear from the stock exchange in March
At the same time, a special dividend of 23 cents per share was approved, which has already been distributed to the shareholders.
12/06/2023
LV= completes next phase of asset transition to BlackRock
The full transition of select LV= funds to BlackRock for management is due for completion in the first half of 2024.
12/06/2023
Zurich boutique to launch equity fund following Finma approval
Arvy’s new Ucits fund targets global equities and its top holding is Novo Nordisk.