06/22/2023
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
New head of Swiss-German market Verena Gross says the right senior hires are difficult to find, which is why the group is going back to grassroots.
06/22/2023
BTG just opened an office in Madrid and in March announced the acquisition of a bank in Luxembourg to serve Latin American costumers, part of its strategy of gaining market share from banks that are giving up their local operations.
06/22/2023
The portfolio manager says his dismissal from River and Mercantile in 2018 has not impacted asset-gathering at his new venture.
06/22/2023
Natural resources, high-tech space, a young population and growing industries in Southeast Asia (ASEAN) will support the region’s economic growth.
06/22/2023
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
All have been on the three most recent Top Women rankings, and some longer.
06/21/2023
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.
06/21/2023
The firm’s AUM dropped 6% to £31.4bn on the back of hefty client redemptions.
06/21/2023
Half-year results 2023
06/21/2023
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Rich clients rush to profit from giveaway but must consider wider picture
06/21/2023
Once again, JM Finn's CEO features in the Spear's 500 guide to the best UK wealth managers.
06/20/2023
The pure-play private bank is encouraged by its discretionary portfolio management performance this year, says the Swiss bank's Asia CIO.
06/20/2023
The new strategy utilises all the existing expertise within the team so that each segment of the fixed income market is covered by one or more investment experts.
06/20/2023
The deal is consistent with the objectives of the new “One Brand One Culture” 2023-26 Strategic Plan
06/20/2023
In its accounts for 2022, the group noted it had set aside a total of £15.5m to pay for 10 acquisitions and spent a further £4.3m on deals this year.