01/31/2023
Three Reasons for UBS’s Positive Inflows
How was this possible?
Wealth and Asset Management
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.
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.
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