10/07/2022
Results of today’s Extraordinary General Meeting
They will join the Board of Directors with immediate effect, with Boris Collardi serving as a non-independent Board member.
Wealth and Asset Management
10/07/2022
Jensen Partners to support asset managers with investment from JB Capital
JB Capital primarily invests in areas that are not adequately served by institutional investors.
10/07/2022
Swiss Central Bank Keeping a Close Eye on Credit Suisse
This week the bank's share price hit a record low of 3.52 Swiss francs following intense media speculation about its health.
10/07/2022
Most Powerful Women in Finance: No. 24, Ida Liu, Citigroup
Liu is focusing on what she calls a "full family" approach — expanding client relationships to include spouses, children, grandchildren, and extended family.
10/07/2022
New Prestatyn base for wealth management firm
Establishing the new base is the result of a "growing synergy" between Hadlow Edwards and Daulby Read Insurance Brokers the parent company of Townsend.
10/07/2022
Citi scoops up Deutsche private banker for Geneva office
Cassio Hanna Valdujo, an industry veteran with more than 21 years’ experience, will join Citi Private Bank’s Latin America desk in Switzerland in January 2023.
10/07/2022
Credit Suisse offers to buy back CHF 3bn of its bonds
The bank says it is looking to take advantage of the recent collapse in the price of its bonds amid concerns about the group’s financial health.
10/07/2022
7IM owner values platform at £185mn
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
10/07/2022
Winners of the International Investment Awards 2022
Many congratulations to all the winners and highly commended individuals and companies from across the international financial services industry in our 23nd annual International Investment Awards 2022
10/07/2022
Wealth managers turn to illiquid assets for higher returns
As 42% want third-party support around ESG investment offerings and integration
10/07/2022
Jupiter splits CIO role and pushes on with fund restructuring plans
Equities and fixed income heads
10/06/2022
New challenges alter the game for private banking
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2022
10/06/2022
Geneva boutique partners with anti-conflict specialist
De Pury Pictet Turrettini has almost CHF 5bn in assets under management.
10/06/2022
Merrill releases digital tool to match wealth clients with financial advisors
Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.
10/06/2022
KFH – Bahrain launches Wealth Management Platform
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
10/06/2022
Quintet recognized for excellence at Global Wealth Awards
Luxembourg-headquartered independent wealth manager named one of Europe's 'Outstanding Private Banks'
10/06/2022
Global wealth firm opens Dubai office
In a bid to serve HNW clients with cross-border financial planning needs
10/06/2022
Deutsche Bank private banking head foresees more deposit rate increases -report
Following up on a large July rate hike, the ECB last month raised its deposit rate to 0.75% from zero, the highest level since 2011, with moves promised for the next several meetings.
10/06/2022
Revealed: John Duffield’s wealth boutique up for sale
Duffield's wealth business, Brompton Asset Management, has hired Fenchurch Advisory to find a buyer.
10/05/2022
Credit Suisse Loses Handful of Private Bankers in Hong Kong
They include managing director and China market leader Luke Chiu, director and team leader Nelson Hui alongside two relationship managers, Hong Kong team director Steven Lau and another two senior private bankers last month.