01/27/2023
Guernsey wins International Finance Centre of the Year award
It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.
Wealth and Asset Management
01/27/2023
HSBC celebrates 10 graduates through its Wealth Academy
The latest cohort includes six employees achieving Level 4 qualifications and a further four achieving Level 6 of the Chartered Institute of Securities and Investment (CISI) pathway.
01/27/2023
ZKB gains a foothold in Germany
Züricher Kantonalbank has received facilitated market access from BaFin, but has no plans for branches in Germany.
01/27/2023
The tide for private banks has turned
It is expected that the changed environment will jeopardize the growth of private banks and will gradually reduce their profitability.
01/26/2023
Credit Suisse Paying Interest to a Billionaire Plaintiff
Multibillion-dollar claims for damages brought by Georgian ex-prime minister Bidzina Ivanishvili against Credit Suisse subsidiaries in Bermuda and Singapore have been playing out in the background in recent weeks.
01/26/2023
Charles Schwab snaps up The Family Wealth Alliance
Members of FWA can avail updated research and educational materials along with exclusive events and leader forums, among others.
01/26/2023
Bellevue expects significantly lower net profit of CHF 25 mn – Dividend of CHF 2.00 per share proposed
2022 annual results
01/26/2023
Full-year 2022 new business inflows and funds under management update
2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.
01/26/2023
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez acquires majority stake in fintech Wealth Dynamix
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
Bantleon Cuts its Stake in GAM
In October of last year, another threshold was crossed when Bantleon cut its holdings below 10 percent of outstanding shares to 9.41 percent, amounting to 15,027,352 shares.
01/26/2023
Growth Remains But Are We Heading Into a Buyers' Market?
Prime London property prices rose in the last quarter of 2022
01/26/2023
ZKB expansion into Germany has a catch
The simplified exemption that the bank received with the completion of a project lasting several years is considered to be the entry ticket for active market development on site.
01/26/2023
Stifel CEO Wants Stock to Reach Morgan Stanley-esque Heights with Wealth Gains
Stifel’s Global Wealth Management division comprised 64% of its parent company’s revenue in 2022.
01/26/2023
St James's Place sees annual funds under management fall
Gross inflows during 2022 fell 6.4% to GBP17.03 billion from GBP18.20 billion in 2021, whilst net inflows dropped by 11% to GBP9.78 billion from GBP11.04 billion.
01/26/2023
HSBC UK boss Stuart White: Ditching fossil fuel firms won’t fix climate crisis
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
01/26/2023
Investec wins at the Citywealth IFC Awards 2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
GAM Holding AG provides an update on full year 2022 results
The Group also expects to report an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.