01/31/2023
Alan Boswell Group buys finance firm ARW Wealth Managers Ltd
As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.
Wealth and Asset Management
01/31/2023
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.
01/31/2023
Overtrading risks damaging your portfolio
Asia performed well again last week and looks likely to continuing doing so aided by robust data, China re-opening, and reduced concerns about a significant tightening of monetary policies.
01/31/2023
UBS's fourth-quarter and full-year 2022 results
2022 net profit of USD 7.6bn, 17.0% return on CET1 capital
01/31/2023
Media release on the annual financial statements
Zürcher Landbank breaks the billion mark
01/31/2023
Secure citizenship in St Kitts and Nevis while being a resident in Thailand
As a country in Southeast Asia, Thailand is known for its tropical beaches and rich history.
01/31/2023
The sun will shine for Ralph Hamers in 2023
If you add up the proposed dividend of 55 US cents per share and the share buybacks that have been carried out, then the major Swiss bank is returning 7.3 billion dollars to UBS shareholders.
01/31/2023
Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income
On a full-year basis, operating income for the year rose 7.1%
01/31/2023
HSBC trust business wins gold at Citywealth IFC Awards
Winners are selected based on their achievements, their innovative approach and their clear expertise by an international panel of highly respected practitioners from multiple jurisdictions.
01/31/2023
Three Reasons for UBS’s Positive Inflows
How was this possible?
01/30/2023
Global asset manager opens office in Switzerland
To bolster its presence in continental Europe
01/30/2023
The UK Buyers Snapping Up Irish Wealth Managers
Kingswood agreed to pay €25.8m to acquire 70% of MMPI, formerly known as Moloney Mortgages Pensions and Investments.
01/30/2023
Gaining A Competitive Advantage Because Of The Continuing And Expanding Bifurcation Of The Wealth
For advisors, one of the most effective ways to excel is to work with ever-wealthier individuals and families.
01/30/2023
Liontrust brings in duo to revamp £5.8bn multi-asset range
Liontrust has joined forces with Hymans Robertson and Defaqto to provide strategic asset allocation and risk profiling in anticipation of a very different investment climate over the next decade.
01/30/2023
Adani Touts Deep Global Bank Ties from Citi to Credit Suisse
Some of the biggest names in banking are listed as backers of the Indian billionaire Gautam Adani, who’s also Asia’s richest man, though their exact exposure wasn’t disclosed.
01/30/2023
Globaleye ships hybrid wealth management platform
Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.
01/30/2023
UBS: Colm Kelleher's Flawed Bet on US Investors
Despite having a solid business and being a market leader in global private banking, the bank’s share price has not made any great leaps.
01/30/2023
Arab Bank (Switzerland) Ltd. signs up with Apex Group’s digital bank
Apex Group’s Digital Banking services, delivered by subsidiary EDB provide an agile and responsive solution for institutional clients including Asset Managers and SPVs, Family Offices, Corporates, Trusts and UHNWI.
01/27/2023
JTC's Caribbean Team Wins Gold At Citywealth IFC Awards
Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.
01/27/2023
Democratising wealth: A unique business opportunity to impact wealth management today and shape the future
Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.