01/11/2023
UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list
Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.
Wealth and Asset Management
01/10/2023
UBS Has High Hopes for China’s Reopening
The Swiss bank with 13 locations across Asia told the news outlet it was looking to hire talent this year as it expects its wealth management business to drive its business in the region.
01/10/2023
Julius Baer strengthens its position in Switzerland with new teams for Aargau and Solothurn as well as for foundations
Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.
01/10/2023
Canaccord's management seeks to acquire firm in C$1.13 bln deal
In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.
01/10/2023
Quilter predicts 'modestly lower' net flows for end of 2022
At the end of September, net inflows had fallen £300mn compared to the end of June shaving 2 per cent off the firm's assets under management and advice, which fell from £98.7bn to £96.9bn.
01/10/2023
Credit Suisse to buy Michael Klein's advisory boutique for nine-figure sum - reports
The boutique, M. Klein & Company, is close to acquisition despite the two parties being apart in their initial valuations
01/10/2023
BofA downgrades Schroders as ‘most sensitive’ to recession
Bank of America has downgraded Schroders and Ninety One in an intensification of its bearish outlook on the UK asset management industry.
01/10/2023
Capital Group partners with UBS
The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.
01/10/2023
Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Strategic financial planning for 2023
Many people only consider segments of their finances at a time.
01/09/2023
Customer service meltdown at the royal bank Coutts
A digital switchover has left the prestigious firm in disarray, its £1,200-a-year clients say
01/09/2023
The Most Effective Way To Move Upmarket
For a great many advisors to do well going forwards, they need to work with wealthier clients—they need to move upmarket.
01/09/2023
Hargreaves Lansdown’s billionaire founder calls for ‘huge’ cost cuts
Investment group’s largest shareholder urges the board to focus on selling investments rather than offering robo-advice
01/09/2023
UBS Joins China Reopening Bull Camp
This means a full reopening is likely to play out in 1Q23, auguring well for the medium-term investment outlook.
01/09/2023
Apex Group closes acquisition of the Maitland business
Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa
01/09/2023
Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth
This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions.
01/09/2023
Impax Asset Management hails 6% asset uplift in first quarter
Assets under management were GBP37.94 billion on December 31, up 6.4% from GBP35.68 billion three months before.
01/09/2023
Kingswood completes £6.2m deal to buy Planner firm
The deal was announced in mid-December and has just received regulatory approval.
01/09/2023
TISE enters anniversary year with record number of listings
This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.
01/06/2023
Jupiter: '2023 will be the most exciting time for fixed income'
The question for 2023 is how quickly growth and inflation can allow policy to loosen.