04/25/2024
Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla
Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.
Wealth and Asset Management
04/25/2024
Lisbon: Julius Baer is moving closer to customers with “golden visas”.
The Zurich private bank Julius Baer is now also setting this in motion.
04/25/2024
Vontobel 3-month 2024 trading update
In the first quarter of 2024, assets under management increased by CHF 16.9 billion to a total of CHF 223.7 billion compared to year end 2023. T
04/25/2024
Results of the 2024 Annual General Meeting of UBS Group AG
Shareholders approved all proposals at the Annual General Meeting of UBS Group AG.
04/25/2024
Goldman to Hire for Asset and Wealth Management in Asia
Goldman Sachs plans to hire «steadily» in Asia with Singapore, Australia and Hong Kong named as key markets in the region.
04/25/2024
Baillie Gifford Sustainable Income fund added to the Wealth Shortlist
The fund focuses on providing a resilient income over time, meaning that while the income provided by this fund may not be the highest available, it can be expected to be more consistent.
04/25/2024
FNB honoured with 7 awards for Private Banking excellence at Euromoney Awards
The 2024 awards celebrate the achievements of the world’s leading private banking and wealth management institutions in client service, product development and commitment to the sector.
04/25/2024
Deutsche Bank reports 10% year-on-year growth in profit before tax to € 2.0 billion in the first quarter of 2024
Deutsche Bank’s target ratios improved compared to the first quarter of 2023.
04/24/2024
LV= completes its transition to BlackRock as primary asset manager
The transition to BlackRock is part of a wider business strategy to broaden LV’s distribution and investment capability, aligning with LV's ambition to deliver enhanced value for our members.
04/24/2024
The race to become Asia’s wealth management hub
Both Hong Kong and Singapore have launched open-ended fund vehicles over the last five years, allowing investors to incorporate funds in the region.
04/24/2024
HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards
New U.S. Head of Wealth and Personal Banking Racquel Oden Announces Launch of Latest Wealth Center Alongside U.S. and Americas CEO Michael Roberts
04/24/2024
UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists
Together with their team, Mainsail Wealth Partners, Drew and Michael are responsible for managing over $8 billion in invested client assets for ultra-high net worth individuals and families.
04/24/2024
Andrew Chatterton: Exemplifying Excellence as a Spears “Top Recommended” HNW Wealth Manager
This recognition not only highlights Andrew’s outstanding professional capabilities but also underscores his unwavering commitment to his clients’ financial well-being.
04/24/2024
Redmayne Bentley acquiring Blankstone Sington client assets
Leonard Curtis have deemed the most favourable solution for Blankstone Sington clients is for a transfer of their money and assets to a single broker which is also regulated by the FCA.
04/24/2024
Quilter first quarter flows demonstrate continued strong business momentum
This reflected improved net inflows and higher equity markets, partially offset by rising bond yields in the quarter which reduced the market value of bond portfolios.
04/24/2024
Abrdn gets much-needed £800m boost
The first-quarter net inflow for the asset manager is a significant shift from the £6.2bn outflow it suffered in the corresponding period of 2023.
04/24/2024
RMB Private Bank wins big at the 2024 Euromoney Private Banking Awards
RMB Private Bank named SA’s Best Private Bank for Ultra High Net Worth Individuals for the second consecutive year
04/24/2024
The six unknowns at the UBS general meeting
Above all, today's Wednesday marks the first regular shareholder meeting since the official takeover of Credit Suisse (CS) last June.
04/24/2024
Swiss fund awards group nominees for 2024
The winners of 12 categories will be announced on 21 May in Zurich.
04/24/2024
Mirabaud launches five-year fixed-maturity bond fund for rated managers
Designed to be held to maturity in December 2029, the strategy is designed for European investors to get ahead of anticipated rate cuts by locking in higher yields now.