04/08/2022
Credit Suisse publishes restated historical financial information reflecting new divisional reporting structure
In addition, Credit Suisse will be providing regional reporting for certain metrics.
Wealth and Asset Management
04/08/2022
Goldman Sachs offers former partners exclusive access to ‘1869 fund’
Vehicle for ex-members of elite group has raised $1bn and invests in alternative assets
04/08/2022
Zurich private bank launches private equity investment vehicle with Partners Group
The focus module is available to Maerki Baumann's clients and is actively managed.
04/08/2022
LUKB expects flat profits for 2022 as CEO brands markets ‘volatile’
The bank recorded CHF 419m in net new money in the first quarter.
04/08/2022
UBS Sets Up Diversity Focused Investment Team
By responding to client requests for investment options that reflect personal values and are aimed at social good
04/08/2022
Mattioli Woods chief offloads £1.2mn of shares
Mattioli Woods chief exec makes his third share sell this year
04/08/2022
What this private banking chief really looks for in new hires
‘This job, at its heart, is about trust’. David Durlacher believes the pandemic has reshaped relationships but some skills persist.
04/08/2022
Sanctuary expands footprint with NYC office launch
The New York office will allow the firm to cover the whole of the US with a particular emphasis on the Tri-State area, said Dickson.
04/07/2022
Merit Financial Advisors continues acquisition spree with double deals
This transition will allow our team to centralise select operations, deliver economies of scale and provide more time for my team to personally connect with clients and prospects.
04/07/2022
Coutts and NatWest launch accelerator for gaming and social media entrepreneurs
The programme will be delivered in partnership with the NatWest Accelerator which is rated by Beauhurst as the top UK Accelerator by size and growth and formally endorsed by the ScaleUp Institute.
04/07/2022
Ares Launches Private Markets Fund Focused on Investing in Private Equity through Secondary Market Transactions
Offers Individual Investors Access to a Diverse Portfolio of Leading Private Equity Sponsors’ Fund Investments to Complement Ares’ Existing Alternative Investment Products
04/07/2022
Unifimoney raises $10m for digital wealth management platform
Roadmap includes an investment rewards credit card allowing customers of Financial Institutions to earn points that can be redeemed for investable assets like crypto, stocks and gold.
04/07/2022
Saltus acquires Hertfordshire IFA as founder calls time
Saltus is buying Bushey IFA NSL Wealth as its founder Syd Symonds retires.
04/07/2022
Advisers forced to withdraw from Abrdn fund after error
The fund was incorrectly made available on Quilter’s platform for more than a year.
04/07/2022
Raymond James CEO: ‘We knocked on Charles Stanley’s door for seven years’
PODCAST: Paul Reilly said the challenges of the deal were the ‘worst of both worlds, but it was worth it’, with the firm being both family-owned and listed.
04/07/2022
Vontobel Attracts More New Money
Vontobel estimates the share of Russian and Belarusian discretionary mandates
04/07/2022
Charles Stanley unveils responsible model portfolios range
Low-cost ETFs
04/07/2022
Impact strategy: rising to the biodiversity challenge
UBP partnered with L'Agefi’s biodiversity conference at the Jardin des Plantes in Paris on 31 March.
04/06/2022
Consolidator Saltus buys NSL Wealth
The acquisition – which follows Symonds’ decision to retire – sees Jordan become a partner at Saltus, while Symonds will take a consultancy and advisory role to ensure a smooth transition.
04/06/2022
How Schroders shaped its six engagement targets
Head of active ownership Kimberley Lewis explains what drove the firm’s rationale to define specific engagement goals.