07/06/2023
Butterfield shortlisted for Trust Company of the Year
This year’s Awards saw a record number of 343 submissions.
Wealth and Asset Management
07/06/2023
Man Group to acquire Varagon Capital Partners
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
Lombard Odier strengthens its Swiss-German presence by opening a new office in Zug and hiring a strong team of experienced bankers
With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.
07/06/2023
Credit Suisse Rescuers are on a Justification Tour
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
FNZ to make 1,000 redundancies globally
The job cuts will affect around 15% of the software giant’s global workforce.
07/06/2023
Raymond James CEO promises Charles Stanley wealth managers ‘freedom’
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.
07/06/2023
Crestbridge Business Development professional recognised in Citywealth awards
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/06/2023
Withers a big winner at WeathBriefingAsia Wealth For Good Awards 2023
As global interest in sustainability, ethical and governance issues and impact investing increases, Withers remains committed to supporting businesses and families in achieving their ambitions to drive positive, meaningful change.
07/06/2023
The Quilter Foundation joins forces with social mobility charity The Brokerage
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.
07/06/2023
UBS plans strategic partnership with Swiss fintech Numarics
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/05/2023
Coutts joins the Wokerati
Even Coutts has joined the Woke blob.
07/05/2023
Endowus Expands Private Wealth Offering
The new offering aims to democratize access to private banking and institutional-grade services, covering a range of public and private markets, alternatives, quant, passive index and active investment opportunities at fully transparent and lower fees.
07/05/2023
Boris Collardi Wants to Make a Big Splash at EFG
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
07/05/2023
Mattioli Woods sees revenue grow by 3%
It was also reported that gross discretionary assets under management were £4.7bn in 2023, down from the £5.1bn recorded in 2022, and that over £577mn of new inflows were recorded during the year.
07/05/2023
UAE’s financial advisory market likely to hit $238bln
UAE’s financial wealth will witness a strong expansion in coming years, growing from $700 billion in 2021 to $1 trillion in 2026
07/05/2023
Emma Thomson: Getting the most from high-net-worth protection cases
This includes advisers who specialise in high-net-worth business.
07/04/2023
UBS goes on hiring spree for wealth managers catering to rich Americans
The largest was BG Group, a 13-person team that managed $2.5 billion at Merrill.
07/04/2023
ADCB Private and Wealth Management
An evolving and innovative private banking proposition in the UAE
07/04/2023
Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
HSBC in hiring talks with Credit Suisse key bankers in Qatar
The British bank is to poach a team of senior bankers from Credit Suisse in a blow to UBS in Qatar.