11/12/2021
Credit Suisse Homes in on Stickiest Greensill Obligors
It has thus far returned nearly two-thirds of the total to the fund's investors, primarily wealthy clients of its private bank.
Wealth and Asset Management
11/12/2021
Ida Liu: Citi’s Private Bankers «Don’t Just Wear a Private Banking Hat»
One of the most common barriers to referral business in the industry lies between affluent and private banking segments.
11/11/2021
CI Financial buys $7.5bn Chicago RIA
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
11/11/2021
Zurich firm launches alts fund management company and hires partner
Ioannis Gaiganis has been appointed CEO of the new venture.
11/11/2021
ABN Amro interested in private banking acquisitions – CEO
The CEO said the bank has been exploring deals for some time now but did not provide further details.
11/11/2021
Ocorian triumph at MENA Awards
The awards are designed to recognise outstanding organisations in the MENA region grouped by specialism and geography, which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year&
11/11/2021
Quilter Foundation renews partnership with financial education charity MyBnk
All programmes will be provided by MyBnk’s expert trainers and will be aided by volunteers from Quilter plc.
11/10/2021
UBS Brings TV Sports Closer To Life
Switzerland’s biggest bank paid a seven-figure sum for a multi-year sponsorship agreement with the producer Players Media.
11/10/2021
Rothschild & Co: 2021 – 3rd quarter release
Record quarterly revenues driven by strong market conditions across all three businesses
11/10/2021
From a domestic to a global focus; the drivers of diversification of GCC family businesses
This heavy concentration in one geography carries inherent risks as does the fact that the portfolio is in one asset class – private equity, which also poses a risk in that it is highly illiquid.
11/10/2021
ABN AMRO reports net profit of EUR 343 million in Q3 2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.
11/09/2021
Wealth manager Succession joins industry deal rush with £400m sale plan
The private equity backer of Succession Wealth has hired bankers from Evercore to undertake a review of options for the business, Sky News learns.
11/09/2021
UBS celebrates its first Female Founder Award winner
For the Female Founder finalists, UBS created a year-long program that includes support and mentorship, coaching for interactions with investors, and working closely with client advisors from our wealth management teams globally.
11/09/2021
Carrick Wealth opens new office
The company’s focus is on enabling high net worth individuals to grow, protect and preserve their wealth.
11/09/2021
T. Rowe Price Forms Exclusive Partnership with UBS
The Strategy is one of the most established strategies dedicated to investing in health sciences companies with US$19.3 billion asset under management1 and a long track record dating back to its inception in 1995.
11/09/2021
Two new charities added to Carey Olsen and ArtHouse Jersey's Artist in Residence Programme
Carey Olsen is delighted to be sponsoring two additional charities that have joined the programme
11/09/2021
Odyssey CEO runs 50km race to raise money for kids with cancer
Your donation will help to change the life stories of the children who are battling the toughest fight, cancer.
11/09/2021
HSBC Mulls Private Banking Re-Entry in India
On the private banking side, we are not there yet and that's something that demands a strategic decision this year.
11/09/2021
Canaccord UK wealth assets top £33bn on Adam & Co buy
Assets under management at Canaccord Genuity Wealth Management rose by 3.8% to £33.6bn in the three months to the end of September.
11/08/2021
KPMG eyes larger piece of UK's asset management pie as it lures EY and UBS veterans
He will support the growth of KPMG’s Technology Enablement capability