07/25/2023
During the period, the business delivered record growth in both gross and net new assets, increased operating income including excellent momentum in Professional Services fee growth
07/25/2023
With success: Migros Bank received several awards in 2023 for the digitization of its customer offering.
07/25/2023
In addition to the growth market of Asia, UBS is currently focusing on its business with wealthy US private clients.
07/25/2023
A statement from the firm reports that the industry veteran passed away unexpectedly.
07/25/2023
Beijing's tech crackdown an added headwind as assets shrink
07/24/2023
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
07/24/2023
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
At the beginning of the year, the company made a name for itself with the spectacular takeover of the Zurich company Entrepreneur Partners. Since then it has become rather quiet again.
07/24/2023
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.
07/24/2023
The new strategy will assume the structure of the existing sustainable approach, Citywire Selector has learned.
07/24/2023
Inflationary growth of asset values coupled with frozen allowances* are helping ensure that, as things stand, IHT receipts continue to be a lucrative earner for the Treasury.
07/24/2023
The move comes after the private bank saw a surge in first-half inflows to CHF7bn following the merger of two of its biggest rivals, Credit Suisse and UBS.
07/24/2023
The requirement for GAM’s fund management services unit to be sold before the takeover deal can go through has been waived.
07/24/2023
Head of smaller companies Abby Glennie shares the biggest changes she has made to the Abrdn funds that she took over when Harry Nimmo retired at the end of 2022.
07/21/2023
Move towards global and multi-manager approach
07/21/2023
Private banks are hiring as fast as they can and expanding their repertoire in Shariah-compliant asset classes.
07/21/2023
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/21/2023
The firm continues to be ranked as Band 1 for its trusts and private wealth practices in Bermuda, Guernsey and Jersey, and Band 2 in the Cayman Islands.
07/21/2023
Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022.
07/21/2023
In a challenging market environment, dominated by inflation and rising interest rates, SIX achieved a good result for the first half of the year.