08/11/2023
Serge Fehr is Off and Running at Lombard Odier
All eyes in the Swiss financial industry are currently on Fehr, who headed private banking at Credit Suisse in Switzerland before his move.
Wealth and Asset Management
08/11/2023
Brown Shipley hands court of protection business to Charles Stanley
The firm’s three-strong CoP team heads over to Charles Stanley amid a wider reorganisation.
08/11/2023
UBS Group AG voluntarily terminates Loss Protection Agreement and Public Liquidity Backstop
Voluntary termination of CHF 9 billion Loss Protection Agreement and CHF 100 billion Public Liquidity Backstop with immediate effect
08/11/2023
Brookfield Asset Management Announces Strong Second Quarter Results
On Track to Achieve Record Inflows of Close to $150 Billion in 2023
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
BofA upgrades Quilter and SJP on upside opportunities
Analysts at Bank of America believe growth in Quilter’s adviser headcount and a downward re-rating of shares in SJP pave the way for significant upside potential.
08/11/2023
Sustainable investing with Hamilton Reserve Bank
One of the issues that private banks face today is the requirement for customisation when incorporating sustainability into their business strategies.
08/11/2023
Deutsche puts discretionary portfolios at centre of UK wealth growth
Alessandro Zoino explains how the team uses global investment expertise to build portfolios and where an ESG approach can still offer value.
08/11/2023
UBS promises further milestones at the end of August
UBS management also presented the end of the guarantees and the repayment of the liquidity support as a success to its own employees.
08/10/2023
Fos tells Quilter to pay out over unnecessary adviser charges
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
08/10/2023
Schroders renames global fixed income desk and reshuffles manager lineup
Team now led by Julien Houdain
08/10/2023
Handelsbanken Norway expands and focuses on customer growth in wealth management – modernizing its wealth platform with Tietoevry
In addition, the Wealth platform from Tietoevry Banking will enhance self-service actionability, with 24/7 availability and the highest security standards.
08/10/2023
Compagnie Bancaire Helvétique: Half-Year Figures 2023
The net new money inflow was supported by the recruitment of experienced relationship managers in CBH's Brazilian subsidiaries and in the Middle East region.
08/10/2023
Top Emerging Technologies in Wealth Management 2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
VonLehman launches wealth management firm
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Rabobank posts net result of EUR 2,528 million for the first half of 2023
Total income increased by 36% driven by strong net interest income development, benefitting from higher margins on deposits
08/10/2023
Odey AM and Brook AM to transfer significantly smaller funds as assets shrink by up to 68%
Investment Week analysis
08/10/2023
UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
08/10/2023
CI Financial to Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital
CI continues to expand and enhance its services for affluent investors
08/10/2023
SCB Julius Baer offers training for heirs
Catering to high-net-worth clients, SCB Julius Baer offers a comprehensive suite of wealth management services.