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Wealth and Asset Management

09/05/2023

TISE announces record turnover for H1 2023

Record turnover of £5.2 million despite the continued macro-economic headwinds

09/05/2023

The New UBS Embraces Shareholder Value

By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.

09/05/2023

Swiss banks are likely to increase business success in 2023

Due to the better environment, the Swiss Banking Outlook predicts an increase in the business success of local banks for 2023.

09/05/2023

BRI Wealth Management expands with purchase of advice firm

The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.

09/05/2023

Former City Asset Management investment director starts wealth boutique

Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.

09/05/2023

Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln

The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.

09/05/2023

Intergenerational transfers of wealth: what and when to gift?

For this reason, appropriate planning using wills is always encouraged.

09/04/2023

St James’s Place business model under scrutiny after fee cut

As some clients complain about opaque charges, investors worry recent reduction could be just the start

09/04/2023

Why wealthy customers are the 'most worrisome' for banks right now

Investors continue to flock to money market funds in search of higher yields, posing an ongoing challenge to banks trying to keep deep-pocketed account holders.

09/04/2023

Is this the private equity cycle for Brazilian private banking?

Private bankers are eyeing PE and venture capital investments as digital platforms emerge in Brazil, but personal advisory remains critical.

09/04/2023

UBS Advisor Jeremy Keller named to Forbes America’s Top Next-Gen Wealth Advisor list

Jeremy Keller ranked #35 nationally and #1 in Nevada for 2023

09/04/2023

LGT completes acquisition of discretionary fund management business of abrdn in the United Kingdom

The transaction has also expanded LGT Wealth Management’s footprint in the UK with the addition of offices in Birmingham and Leeds.

09/04/2023

The Credit Suisse hunters smelled blood

This is a signal for all those who still have an outstanding account with the bank they took over.

09/04/2023

Where Swiss companies find alternatives to UBS

With the now foreseeable demise of Credit Suisse (CS), an important player in the Swiss banking market will disappear, particularly in the case of syndicated loans.

09/04/2023

Ex-Brooks Macdonald investment director launches DFM

Daniel Minett has teamed up with P1 Investment Services to launch Five Horizons Wealth Management.

09/04/2023

Celebrate seasonal changes with THANK YOU FROM COUTTS

There’s also the chance to make positive changes in the lives of vulnerable people through the Prince’s Trust.

09/04/2023

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess of $130 Million for the 2023 Fund

The programme’s disciplined portfolio construction aims to lower the risk profile for its clients compared with many of the alternatives.

09/02/2023

Goldman Lampe Private Bank Announces Comprehensive Changes to Client Onboarding Policy

Effective 15th September 2023

09/01/2023

World’s wealth managers look to Asia in response to shift in global affluence

Boston Consulting Group report predicts fortunes in Asia will rise faster than the world average

09/01/2023

Paul Flood backs bonds as Newton adds fund to multi-asset range

BNY Mellon’s funds division is launching a new fund for the AA-rated Flood which will have a minimum 30% weighting to fixed income.

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