09/04/2023
UBS Advisor Jeremy Keller named to Forbes America’s Top Next-Gen Wealth Advisor list
Jeremy Keller ranked #35 nationally and #1 in Nevada for 2023
Wealth and Asset Management
09/04/2023
LGT completes acquisition of discretionary fund management business of abrdn in the United Kingdom
The transaction has also expanded LGT Wealth Management’s footprint in the UK with the addition of offices in Birmingham and Leeds.
09/04/2023
The Credit Suisse hunters smelled blood
This is a signal for all those who still have an outstanding account with the bank they took over.
09/04/2023
Where Swiss companies find alternatives to UBS
With the now foreseeable demise of Credit Suisse (CS), an important player in the Swiss banking market will disappear, particularly in the case of syndicated loans.
09/04/2023
Ex-Brooks Macdonald investment director launches DFM
Daniel Minett has teamed up with P1 Investment Services to launch Five Horizons Wealth Management.
09/04/2023
Celebrate seasonal changes with THANK YOU FROM COUTTS
There’s also the chance to make positive changes in the lives of vulnerable people through the Prince’s Trust.
09/04/2023
Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund
The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives.
09/02/2023
Goldman Lampe Private Bank Announces Comprehensive Changes to Client Onboarding Policy
Effective 15th September 2023
09/01/2023
World’s wealth managers look to Asia in response to shift in global affluence
Boston Consulting Group report predicts fortunes in Asia will rise faster than the world average
09/01/2023
Paul Flood backs bonds as Newton adds fund to multi-asset range
BNY Mellon’s funds division is launching a new fund for the AA-rated Flood which will have a minimum 30% weighting to fixed income.
09/01/2023
Evelyn Partners completes the acquisition of Dart Capital
Dart Capital is a well-established boutique wealth manager based in the City of London with £750 million* assets under management and a team of nineteen people.
09/01/2023
Paul Lorentz, Manulife Asset & Wealth Management: Canada to Europe, via Asia
As an insurer, Manulife already has a global footprint and a remarkably strong presence in Asia, where it has been operational for many decades.
09/01/2023
Anti-ESG asset manager Strive launches ‘Faang 2.0’ ETF
New passive fund will track fuel, aerospace, agriculture, nuclear and gold sectors, rather than the US tech giants which spawned the original acronym.
09/01/2023
Sergio Ermotti's Solemn Promise
The period of instability is over and UBS is looking ahead and focusing on implementing the restructuring.
09/01/2023
Quentin Marshall takes over as CEO at Weatherbys Banking Group
Weatherbys Managing Director has replaced Roger Weatherby as CEO, who will step up to the role of Chairman as part of the family-owned group’s long-term succession plans.
08/31/2023
Bordier & Cie's Ron Lee: ETFs help navigate China markets
China's market volatility has made it tough to deepen DPM penetration, as clients take on a performance-centric outlook to Asia, according to Bordier's Ron Lee.
08/31/2023
The eight asset managers most committed to ESG
Morningstar has ranked 108 asset managers based on their processes, resources and track record in ESG.
08/31/2023
Pictet announces first-half 2023 figures
The Pictet Group’s total capital ratio remained strong.
08/31/2023
UBS's second-quarter 2023 results
Consolidated financials for 2Q23 and 1H23 include results for the former Credit Suisse business from 1 June 2023
08/31/2023
The ESG rules all SJP fund managers must now comply with
SJP's model is to outsource the management of the funds its clients are invested in to third party firms, with the funds then operated under the SJP label.