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.
Wealth and Asset Management
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
11/08/2021
The Aussie who’s turning the Queen’s bank green
Since 2016, this ex-NAB banker has been the boss of Coutts, the 300-year-old private bank used by the Royal family and most of England’s landed gentry.
11/08/2021
Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
11/08/2021
Big Credit Suisse Investor Makes Case for Tie-Up
Herro extended the partnership thinking to Credit Suisse's investment bank, which due to Archegos and a series of ill-advised loans to Mozambique incurred losses and hefty regulatory sanctions, respectively.
11/08/2021
Credit Suisse Pledges New Bonus Model
The 57-year-old Portuguese and British banker is in the unenviable position of arriving at the Swiss bank shortly after two major scandals imploded: Archegos and Greensill.
11/08/2021
Credit Suisse announces referral arrangement for Prime Services customers with BNP Paribas
Credit Suisse will support affected customers as they select alternative Prime Services providers of their choice.
11/08/2021
Howzat? SJP builds partnership with the Barmy Army
The revelling band of England cricket supporters has teamed up with St James’s Place in a new marketing partnership.
11/08/2021
Wealth firms moving north to entice workers and offer London alternative
Jack Anderson, a consultant specialising in wealth management at Core-Asset, has witnessed his predictions for the Private Wealth industry playing out in real time.
11/07/2021
Credit Suisse Chairman Horta-Osorio says big investors back overhaul
Credit Suisse announced a restructuring on Thursday, saying it would rein in its investment bankers and put money into wealth management as it tries to curb a freewheeling culture that has cost it billions in a string of scandals.
11/07/2021
The Big Interview: David Durlacher, CEO of Julius Baer International
David Durlacher is the chief executive of wealth-manager Julius Baer International, responsible for its business in the UK and Guernsey.
11/07/2021
40-Year-Old Canadian Wealth Manager May Enter In Crypto
The research of Bloomberg’s experts seems 100% true and can be seen through the planning of a 40 years old wealth manager firm “IGM Financial Inc”. At present, IGM is managing around $260 billion worth of funds.
11/05/2021
Credit Suisse shutters prime broking after $5.5bn Archegos hit in pivot towards wealth management
Swiss bank looks to put multiple scandals behind it with strategy shift