06/16/2023
Lombard Odier onboards high-conviction L/S fund
The group announces tie-up with Janus Henderson to offer access to pan-European equity strategy.
Wealth and Asset Management
06/16/2023
UBS Plays Good Cop – Bad Cop
It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.
06/16/2023
Credit Suisse bankers eye exit packages as integration with UBS begins
Managing director-level bankers are less likely to ask potential future employers for perks such as guaranteed bonuses if they can walk away from Credit Suisse with a payout.
06/16/2023
Amundi launches euro government-tilted green bond ETF
The ETF is designed to enable investors to shift their core euro government bonds towards a responsible exposure.
06/16/2023
UK wealth exodus: Brexit and non-dom debate ‘driving away the rich’
The UK is set to lose more millionaires than Russia in 2023, new analysis shows
06/16/2023
Lombard Odier and Janus Henderson partner on fund platform
This gives investors access to a focused, big cap fundamental equities long/short strategy with a focus on Europe.
06/15/2023
UBS Eyes Hundreds of CS Private Bankers in Asia
The decision is being driven by global wealth management president Iqbal Khan, who is betting on the region to continue being a key source of profits.
06/15/2023
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
06/15/2023
Swiss Banking Underestimates Wealth Management Risk
They did this at the same time that Swiss members of parliament have been asking for a doubling of equity requirements
06/15/2023
Odey Asset Management plans funds, staff moves in fight for survival
Several major banks, which provided prime brokerage services, have said they would cut ties with Odey's firm.
06/15/2023
Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.
06/15/2023
Cazenove Capital 2nd Office Chair Grand Prix 2023 raises £100k for the NSPCC
City firms joined in the fun, some in fancy dress such as jockeys, Top Gun characters, the cast of Scooby Doo, Where’s Wally, and bee keepers.
06/15/2023
Deutsche's Pagliara continues hiring drive amid UBS/Credit Suisse shakeout
With targeted hiring and innovation in its discretionary offering, Deutsche’s private bank wants to attract clients who are keen to diversify exposure across European institutions.
06/14/2023
Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year
It is the first time an Australian private banker has been individually honoured with the accolade.
06/14/2023
Pictet WM Asia CIO: «China Probably Not Far From the Bottom»
From its April peak, the CSI 300 has shed nearly 9 percent to hit 2023’s trough in early June but has since posted a 2.5 percent rebound.
06/14/2023
Henley Private Wealth Migration Report 2023
The HNWI migration figures focus only on HNWIs who have truly moved — namely, who stay in their new country more than six months a year.
06/14/2023
Astrobank awarded as best bank in Cyprus for private banking
AstroBank has developed an extensive customer base, which is significant considering the Bank’s size and overall market share in Cyprus.
06/14/2023
Tyndall Partnerships builds out an Investment Committee of industry heavyweights
The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.
06/14/2023
Why Crescendo IAM has clients with over 50% private market exposure
Crescendo’s head of asset management, Brian Johnson, rejects the notion that private markets are overpriced.
06/14/2023
‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm
The investment house aims to enhance its risk-adjusted returns by remaining defensive.