08/08/2023
Financial Times and Schroders announce new partnership for Business Book of the Year Award
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
Wealth and Asset Management
08/08/2023
NewEdge Wealth Launches Ultra High Net Worth Investment Platform for Financial Professionals and Institutions
Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients
08/07/2023
Claude Baumann: «The Imperative of Having a Plan B»
On top of that, those in the market for a backup plan wanted to make it easier to diversify their wealth while facilitating a wide range of business activities.
08/07/2023
Long-term management at UBS in Bern becomes independent
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
08/07/2023
Hampden & Co reports strong client growth in the first half of 2023
Year-on-year since H1 2022, client numbers were up 13 percent.
08/04/2023
OCBC Posts Record Wealth Management Income
This includes income derived from insurance, private banking, premier private client, premier banking, asset management and stockbroking.
08/04/2023
Rothschild & Co: 2023 – Half-year results release
Robust performance in a more challenging environment
08/04/2023
Investor group NewGAMe and Bruellan publishes 100-day plan for successful GAM turnaround
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan
08/04/2023
Societe Generale: Financial Results Q2 2023
Low cost of risk at 12 basis points in Q2 23, with limited defaults and a level of provisions for performing loans of EUR 3.7 billion at end-June 2023
08/04/2023
Swiss Re reports a net income of USD 1.4 billion for the first half of 2023
Net premiums earned and fee income for the Group increased 4.4% to USD 22.1 billion, compared with USD 21.2 billion for the same period last year.
08/04/2023
Liontrust extends GAM offer deadline as John Ions responds to shareholder group
New deadline of 23 August
08/04/2023
Vontobel Manages Over 300 Million Francs per Advisor
On average, a relationship manager manages several hundred million francs in client assets
08/04/2023
Raworths recognised by Chambers High Net Worth Guide 2023
The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.
08/04/2023
Proposed acquisition of the Belgian bank Degroof Petercam
Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders
08/04/2023
Canaccord capital markets revenue slumps but wealth unit is a bright spot
The firm will take a restructuring charge amid challenging times for revenue generation
08/04/2023
Bank of Singapore Expands Front Office
The expansion is part of broader plans by OCBC to deliver S$3 billion ($2.2 billion) in incremental revenue by 2025.
08/04/2023
Morgan Stanley establishes a presence in Munich
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/04/2023
Global Private Banks Eyeing Japan Market to Capture Asia Growth
Over half of this staggering sum is held in bank deposits and cash, indicating a potential opportunity for the wealth management industry.