09/01/2020
UBS Financial Advisor Teresa Jacobsen Named to the Forbes List of America’s Top Wealth Advisors
Recognition of an exceptional career in Financial Services
Wealth and Asset Management
09/01/2020
Accuro Trust (Jersey) shortlisted at the Wealthbriefing European Awards
This gave us a confident start to the year and is evidence of our re-investment of capital into the business, not cash extraction.
08/31/2020
IOOF buys MLC Wealth for $1.4bn
This is a once in a generation opportunity to create the leading wealth manager of the future.
08/31/2020
Big banks' costly 20-year foray into wealth management is almost over
And thus was born the new era of bancassurance – the term that was applied to what would become one of greatest (but legal) shareholder capital heists in corporate history.
08/31/2020
SCB-Julius Baer eyes larger assets under management
SCB-Julius Baer Securities aims for assets under management (AUM) of 18-20 billion baht this year from the wealthy investor segment, with a plan to increase total AUM to 1 trillion baht by 2024. SCB-Julius Baer Securities, a joint venture in strategic we
08/31/2020
Money Martha: UBS Boss Ralph Hamers’ Sharpest Weapon
Her role is a microcosm of what awaits Ralph Hamers when he begins at UBS on Tuesday before taking over from CEO Sergio Ermotti in November.
08/30/2020
The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople
SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.
08/28/2020
CIBC Wealth Management takes a hit in Q3 2020
Reported net income for CIBC as a whole was $1,172m in Q3 2020
08/28/2020
Equilibrium unveils new brand identity and website following name change
The brand refresh comes following a period of exponential growth for the company, which has seen it win awards including The Sunday Times’ Best Small Companies to Work For.
08/28/2020
£44bn Tilney Smith & Williamson merger to complete on 1 September
The letter confirmed that the merger had received "overwhelming support of Smith & Williamson shareholders and achieved all the necessary regulatory approvals" earlier in August.
08/28/2020
Credit Suisse Uncovers Client Fraud at Wealth Management
Swiss bank says clients affected by unathorized actions
08/28/2020
ZKB’s profits rise as trading business returns balloon by CHF 134m
This performance was driven by successes in the trading business of CHF 272m, up 96.6% (CHF 134m) from CHF 138m the previous year.
08/28/2020
Buckingham president named to NAPFA Board
“We are delighted that Wendy will now be working with NAPFA at the national level,” says Buckingham CEO Adam Birenbaum.
08/28/2020
‘Bumpy upswing’ in Swiss economy expected after record crash, UBS says
However, the economic decline was less bad than many other countries.
08/27/2020
LGT reports excellent first-half 2020 results
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Hong Kong’s PB, WM assets up 19% in 2019
Assets sourced from family offices and trusts grew nearly 90% during the year.
08/27/2020
HSBC ‘aiding China’s Hong Kong crackdown’
US attacks freezing of pro-democracy accounts
08/27/2020
Swiss private banks brace for coronavirus impact
The ability to attract fresh inflows of money from around the world and to help clients grow their wealth are highlighted as key metrics in determining the health of private banks.
08/27/2020
Lombard Odier Group reports results for first six months of 2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
JM Finn profits hit by 'extraordinary' FSCS levy hike
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.