11/24/2022
Liontrust Asset Management : Half year results Nov 2022 presentation
Assets under management and advice were £31.7 billion as at 30 September 2022, a decrease of 5.5% over the financial year
Wealth and Asset Management
11/24/2022
NatWest joins forces with BGF to raise over £80m to back British entrepreneurs
This provides the bank’s client base with access to investment opportunities in privately-owned scaleup and early-stage businesses, as part of BGF’s nationwide platform.
11/24/2022
BNP Paribas Wealth Management presents its five most relevant investment themes for 2023
Inflation and interest rates will decline from current decade highs.
11/24/2022
Credit Suisse says Tina era for equities is over
The Tina era that presided over markets has come to an end, as alternatives in fixed income or money markets surface, according to regional CIOs at Credit Suisse.
11/24/2022
LGT Bank receives top marks from FUCHS | RICHTER and Elite Report
LGT Bank was ranked “summa cum laude” and retained its spot among the top ten best wealth managers in Ger- man-speaking countries.
11/23/2022
Wealth planning is all about knowing your client
Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions.
11/23/2022
Middle East now a core part of UBP’s business
The management of this wealth is split between Geneva and Dubai, so it is a business of significant scale
11/23/2022
Credit Suisse provides market with updated outlook for the fourth quarter of 2022
These decisive measures are expected to result in a radical restructuring of the Investment Bank, an accelerated cost transformation, and strengthened and reallocated capital, each of which are progressing at pace.
11/23/2022
Lombard Odier backs early tech recovery
The Swiss bank sees opportunities in equipment suppliers with large backlogs, semiconductor makers and firms exposed to electrification and connectivity trends.
11/23/2022
What are the exit opportunities for wealth managers?
If you're looking for a change, this field sets you up for many other options
11/23/2022
Credit Suisse Investment Outlook 2023: Fixed income assets provide investment opportunities in a new world order
Against this backdrop, fixed income assets are likely to offer attractive opportunities for investors, while equity performance is seen staying muted, at least in the first half of the year.
11/23/2022
Investment platform helps new wealth firm to £500m AUM
Luna Investment Management (Luna) first signed with Third Financial on a short-term basis in April 2020 and has now committed to a further five years of partnership.
11/23/2022
Portfolio Commentary
The result season also concluded recently, and the earnings were a tad below expectations.
11/23/2022
Santander Wealth Management & Insurance: “We expect inflation to peak in Q1 and spark market recovery”
Santander Wealth Management & Insurance also advises a cautious approach for equities, until earnings' review are completed
11/22/2022
Group promotes Bermuda for private wealth business
Michael Neff, Butterfield’s managing director of Bermuda and International Wealth, welcomed delegates to the three-day forum of panel discussions, roundtables and workshops.
11/22/2022
Raiffeisen searches for quant PM in Zurich
The candidate would help to manage index-linked funds, supporting the lead managers.
11/22/2022
Deutsche Bank Targets Asia, Middle East for Wealth Ambitions
De Sanctis highlights Saudi Arabia, Indonesia as key markets
11/22/2022
Jeff Grinspoon of VWG Wealth Management, A Hightower Advisory Business, Wins 'Male Ally' Award from Savvy Ladies
The award recognizes men in the financial industry who go above and beyond to support their female colleagues
11/22/2022
UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list
With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.
11/22/2022
Private Banking Hitting the Cost Brakes as Assets Decline
The decline in assets reported by flagship Swiss private banks is considerable.