01/13/2023
Northern Trust asset management outlook 2023: What's in store for investors?
Despite regional differences in outlook, issues like biodiversity, human capital and decarbonisation are emerging as important for strategic structure.
Wealth and Asset Management
01/12/2023
Credit Suisse Bonus Pool Set to Shrink Once Again
The bank is walking a difficult path with bonuses as it seeks to retain talented staff during its restructuring which is not expected to lead to profits until 2024.
01/12/2023
Bank of Singapore is first private bank to adopt the Singapore Stewardship Principles to reinforce commitment to sustainable investing practices
The adoption of the Principles reinforces Bank of Singapore’s ongoing push for sustainable investing.
01/12/2023
Brooks assets pass £16bn on steady inflows
The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.
01/12/2023
Bantleon buys Warburg Invest AG
It was agreed not to disclose the purchase price.
01/12/2023
Swissquote records strong inflow of new money
The company will publish the full report for 2022 on March 16, 2023.
01/11/2023
RBC Wealth Management to exit Guernsey
The full closure could take up to two years
01/11/2023
UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards
01/11/2023
Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm
Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.
01/11/2023
What risks might derail markets in 2023?
From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.
01/11/2023
J.P. Morgan Private Bank releases study on global billionaires
Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments
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.
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.