02/10/2022
UBP extends its activities in private markets
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
Wealth and Asset Management
02/10/2022
Wealth management helps drive record income for Manulife
The firm's latest financial results show a surge in global wealth management inflows
02/10/2022
Coaching offers RBC Wealth Management advisors unique assessments, growth opportunities
Financial advisors liken it to pre-marital counseling.
02/09/2022
Julius Baer: Singapore Over Switzerland For Innovation Hub
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.
02/09/2022
Softbank Accuses Credit Suisse in Blame Game
The cited documents include an internal Softbank memo and a letter to the Swiss bank’s lawyers.
02/09/2022
Credit Suisse Cuts Bonus Pool After Finma Warning
The Swiss financial institution was forced to take this step after the Swiss Financial Market Supervisory Authority (Finma) asked the bank to consider significant cuts to the pool.
02/09/2022
Spear’s Wealth Management Awards 2021 Winner - Interview: Weatherbys Private Bank
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success
02/09/2022
Vontobel achieves record result
Over the past year, Vontobel further expanded its investment expertise internationally.
02/09/2022
Hamilton Lane strengthens European presence
The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.
02/09/2022
Accuro wins at Swiss Awards
This is a tremendous recognition of the team’s hard work in delivering a high quality client service
02/09/2022
Pictet Tops One Billion
Excellent investment performance and clear focus lead to strong result.
02/09/2022
How Can You Manage Rising Inflation Through Your Personal Finances? by Coutts
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
02/09/2022
Zug WM consolidator: We expect further acquisitions this year
Cinerius Financial Partners helps IAMs run more efficiently while keeping their independent identities, says founder Christoph Lieber.
02/09/2022
Brewin Dolphin launches alternatives fund to enhance £6.6bn MPS range
The new alternatives fund invests in property, commodities and absolute return to give diversification to advisers’ clients’ portfolios and to counter times of equity market volatility.
02/08/2022
UBS Not Profiting from Credit Suisse Woes
Bank customers are very loyal, Hamers says and it’s never a good thing when a competitor has problems,because the reputation of all banks suffers as a result.
02/08/2022
360 Accountants in partnership with leading wealth management firm
The synergies between the two businesses are also extremely apparent.
02/08/2022
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
How Can Private Banking Complement Your Family’s Wealth Plan?
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.
02/08/2022
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
Macquarie posts record third quarter
The markets-facing businesses’ combined 3Q22 net profit contribution was substantially up on 3Q21.