11/25/2022
An interesting year for the wealth management sector
The CIWMA continues to focus on a number of key issues facing the industry, including the need to attract a broader base of talent to the sector.
Wealth and Asset Management
11/25/2022
Credit Suisse: The Saudis Are Aboard
Together, the transactions raised 4 billion francs for the troubled bank which is expected to help boost its CET1 ratio and support its strategic transformation.
11/25/2022
ZKB launches ESG ratings to address small and mid-cap data gap
Only four companies achieve the highest rating of five stars.
11/25/2022
Jersey wins Best IFC in WealthBriefing MENA Awards
The awards, now in their ninth year, celebrate top-class performance, innovation and achievement.
11/25/2022
Winland Wealth guides clients through tough financial markets and alternative investments
Employing a holistic approach, Winland Wealth helps clients achieve truly diversified portfolios through traditional and non-traditional vehicles
11/25/2022
Credit Suisse Clients Flee to UBS in Asia as Rich Weigh Options
The loss of client money marks a major setback for Credit Suisse as executives seek to put the lender back on course with a sweeping overhaul that places a greater focus on private banking.
11/25/2022
Adam & Co staff handed £4m lock-in bonus after Canaccord buy
The three-year lock-in bonus is spread across 21 Adam & Co staff and was offered following Canaccord’s acquisition of the Scottish wealth firm in October 2021.
11/25/2022
Curtis Banks share price jumps 20% after Nucleus sale talks revealed
Curtis Banks chairman could receive £3m if he sells the business by 2024.
11/25/2022
Octopus’ new £1.2bn VCT manager: Start-ups love recessions
Malcolm Ferguson believes start-ups are less vulnerable to the UK’s gloomy economic outlook.
11/25/2022
Two from IQ-EQ win at the 2022 Citywealth Future Leaders Awards
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40
11/24/2022
International wealth group opens Uruguay office
It will give the firm a physical presence in Latin America
11/24/2022
REYL Finance MEA awarded "Best Overall Fund Manager - Regional/Global Reach" accolade by WealthBriefing
The WealthBriefing MENA Awards for Excellence are dedicated to celebrating excellence and rewarding achievement in the private banking and wealth management market across the MENA region.
11/24/2022
What Magic Can Credit Suisse Leaders Pull out of Their Hats?
Numerous small investors who thought they were being particularly clever over the past two months eagerly buying shares in beleaguered Credit Suisse are now feeling the pain.
11/24/2022
Outlook 2023 from Deutsche Bank Private Bank CIO
Key themes from the Chief Investment Office: Resilience versus Recession
11/24/2022
Liontrust Asset Management : Half year results Nov 2022 presentation
Assets under management and advice were £31.7 billion as at 30 September 2022, a decrease of 5.5% over the financial year
11/24/2022
NatWest joins forces with BGF to raise over £80m to back British entrepreneurs
This provides the bank’s client base with access to investment opportunities in privately-owned scaleup and early-stage businesses, as part of BGF’s nationwide platform.
11/24/2022
BNP Paribas Wealth Management presents its five most relevant investment themes for 2023
Inflation and interest rates will decline from current decade highs.
11/24/2022
Credit Suisse says Tina era for equities is over
The Tina era that presided over markets has come to an end, as alternatives in fixed income or money markets surface, according to regional CIOs at Credit Suisse.
11/24/2022
LGT Bank receives top marks from FUCHS | RICHTER and Elite Report
LGT Bank was ranked “summa cum laude” and retained its spot among the top ten best wealth managers in Ger- man-speaking countries.
11/23/2022
Wealth planning is all about knowing your client
Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions.