03/11/2024
Women in Wealth Management: Six Nations
Matilda Davison from Kingswood Group and Kate Howells from BRI Wealth Management shared their predictions for the England vs Ireland Six Nations game.
Wealth and Asset Management
03/11/2024
UBS Gets Bullish Boost from Morgan Stanley Analyst
The Switzerland-based lender’s investment banking and wealth management units are pegged to benefit from an expected resurgence in mergers and acquisitions.
03/08/2024
Most Valuable Bank Brands: UBS Moves Up in Rankings
The former number two of Switzerland’s big banks still had a brand value of $5.26 billion in 2023, equivalent to ranking 54 on the list of the most valuable bank brands.
03/08/2024
Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap
The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.
03/08/2024
Craven Street Wealth completes acquisition of Punter Southall Aspire
The company says the integration will eventually allow clients and staff to access a wider range of specialisms
03/08/2024
The rise of women’s wealth and influence in Asia
For 49% of Asian women, wealth really does equal health
03/08/2024
Yet another UK firm heads for private hands after £400m-plus deal
The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.
03/08/2024
The role of private assets in a changing investment landscape
This economic cycle is opening up new venues for value creation.
03/08/2024
Former Pictet Agora co-founder launches L/S equity hedge fund
Vincent Ijaouane has launched Vigama Capital.
03/07/2024
BCV is expanding its offering in Zurich – with support from UBS
The institute from French-speaking Switzerland now wants to expand further in German-speaking Switzerland.
03/07/2024
UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List
Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.
03/07/2024
Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023
"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"
03/07/2024
Mirova targets €200 million for its new social impact private equity strategy
The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.
03/07/2024
Successful financial year for the Raiffeisen Group – market position further expanded
In particular, the group was able to significantly increase income from customer business. Business success increased by 354.5 million francs to 1.7 billion francs.
03/07/2024
Pictet: Six Characteristics Driving Female Wealth Success
Women often excel in building strong and lasting relationships with clients
03/07/2024
Wealth managers vs Vanguard LifeStrategy: How the returns really stack up
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
03/07/2024
Singapore Has the Region’s Wealthiest One Percent Club
The money needed to make it can still vary enormously depending on what country or city you live in, even in an era where the gap between the rich and the poor is generally understood to be accelerating.
03/07/2024
Woori Bank targets wealthy customers with planned branch expansion
New branches will open in Banpo-dong in Seocho, southern Seoul, and the northern part of Seoul.
03/07/2024
VG’s Director of Private Wealth, Debbie Lumsden, Wins Silver Citywealth Women of the Year – Jersey Award
The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
03/07/2024
Maerki Baumann unveils modern crypto brand
Maerki Baumann has launched a new brand for its cryptocurrency services.