08/07/2023
Hampden & Co reports strong client growth in the first half of 2023
Year-on-year since H1 2022, client numbers were up 13 percent.
Wealth and Asset Management
08/04/2023
OCBC Posts Record Wealth Management Income
This includes income derived from insurance, private banking, premier private client, premier banking, asset management and stockbroking.
08/04/2023
Rothschild & Co: 2023 – Half-year results release
Robust performance in a more challenging environment
08/04/2023
Investor group NewGAMe and Bruellan publishes 100-day plan for successful GAM turnaround
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan
08/04/2023
Societe Generale: Financial Results Q2 2023
Low cost of risk at 12 basis points in Q2 23, with limited defaults and a level of provisions for performing loans of EUR 3.7 billion at end-June 2023
08/04/2023
Swiss Re reports a net income of USD 1.4 billion for the first half of 2023
Net premiums earned and fee income for the Group increased 4.4% to USD 22.1 billion, compared with USD 21.2 billion for the same period last year.
08/04/2023
Liontrust extends GAM offer deadline as John Ions responds to shareholder group
New deadline of 23 August
08/04/2023
Vontobel Manages Over 300 Million Francs per Advisor
On average, a relationship manager manages several hundred million francs in client assets
08/04/2023
Raworths recognised by Chambers High Net Worth Guide 2023
The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.
08/04/2023
Proposed acquisition of the Belgian bank Degroof Petercam
Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders
08/04/2023
Canaccord capital markets revenue slumps but wealth unit is a bright spot
The firm will take a restructuring charge amid challenging times for revenue generation
08/04/2023
Bank of Singapore Expands Front Office
The expansion is part of broader plans by OCBC to deliver S$3 billion ($2.2 billion) in incremental revenue by 2025.
08/04/2023
Morgan Stanley establishes a presence in Munich
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/04/2023
Global Private Banks Eyeing Japan Market to Capture Asia Growth
Over half of this staggering sum is held in bank deposits and cash, indicating a potential opportunity for the wealth management industry.
08/03/2023
DBS second-quarter net profit up 48% to record SGD 2.69 billion as total income crosses SGD 5 billion
First-half earnings up 45% to SGD 5.26 billion, return on equity increases to 18.9%, both at new highs
08/03/2023
GAM Holding AG announces first half 2023 results
Fund Management Services saw net outflows of CHF 6.9 billion, partially offset by net positive market and foreign exchange movements of CHF 1.2 billion.
08/03/2023
Julius Baer is Saying «Ciao» to an Italian Venture
The Piedmont-based financial institution has begun due diligence on Kairos' accounts, with the work expected to take several weeks with completion slated for September, according to sources close to the matter.
08/03/2023
Meet the duo ushering in a new era for UBS asset management
UBS Asset Management counts private wealth units Credit Suisse, Morgan Stanley and JBWere, among others, as some of its biggest clients.
08/03/2023
Schroders appointed manager of International Biotechnology Trust plc
There are also no plans to change the Company’s discount and premium management policy or Company strategy.
08/03/2023
Schroders CEO says firm is ‘pretty well done’ on big acquisitions
The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016