05/02/2023
Schroders cuts multi-asset fees to challenge LifeStrategy market
Schroders has relaunched its multi-asset Tactical portfolio range, capping charges at 0.22% in a bid to win client money from a popular market.
Wealth and Asset Management
05/02/2023
Lombard Odier UK scoops PAM award for innovation
The PAM Awards are among the most respected in the UK wealth management industry, and this marks our fourth win in five years.
05/02/2023
GAM Holding AG: Deferral of publication of the Annual Report 2022, Approved by SIX Exchange Regulation AG
SIX Exchange Regulation AG has approved this exception of the maintenance obligations and thus the deferral of the publication of the Annual Report 2022 of GAM Holding AG as well as the submission of this report to SIX Exchange Regulation AG by no later t
05/02/2023
JPMorgan Chase acquires substantial majority of assets and assumes certain liabilities of First Republic Bank
JPMorgan Chase to protect all deposits -- insured and uninsured -- bringing its financial strength, capabilities and capital to the U.S. banking system and First Republic
05/02/2023
Erich Pfister turns the helm at Banque Cramer
Geneva-based Banque Cramer benefited from its expansion and acquisition policy in 2022.
05/02/2023
GAM Holding AG's 2020-2023 Share Buy-Back Programme Completed on 28 April 2023
The maximum buy-back volume per day according to art. 123 (1) (c) of the Financial Market Infrastructure Ordinance (FMIO) amounts to 414,261 shares.
05/02/2023
Investment fraud - The long con
Clients heard examples of the latest types of investment scams, including crypto-related schemes, and tips on how to avoid them at our latest online fraud event.
05/02/2023
New lender Hana Capital enters bridging market
“We empathize with the frustration and disruption this can cause, and it goes against our core values and principles.”
05/01/2023
Dukhan Bank named ‘World’s Best Islamic Private Bank’ by Global Finance for 2nd year
This significant achievement follows the bank’s successful transformation into a Qatari public shareholding company by listing its shares on the Qatar Stock Exchange and the commencement of trading on February 21, 2023.
05/01/2023
Credit Suisse is still hunting for managers
Roles visible on the Credit Suisse website include wealth management relationship managers and a Swiss franc fixed income portfolio manager.
05/01/2023
Vontobel makes North America a priority after UBS offshore unit deal
Having completed the purchase of UBS’s offshore Swiss wealth unit Swiss Financial Advisers, Vontobel is looking to grow strategically across North America.
05/01/2023
Schroders quietly boosts stake in takeover target GAM
Asset manager pushes beyond 5% position in Swiss group, according to most recent filing.
05/01/2023
Will Social Security be there for me?
Social Security’s 2023 Trustees Report states that Social Security’s total costs are projected to be higher than its total income in 2023 and all later years, meaning trust fund reserves will be tapped so that beneficiaries can receive full pa
04/28/2023
Informal discussion: Two entrepreneurs, one private bank
This was a fabulous opportunity to show that across the generations, entrepreneurs with different personalities
04/28/2023
Stonehage Fleming on 150 years of managing wealth
The Flemings manage the wealth of the world's leading families and have themselves faced all the challenges an affluent family might expect
04/28/2023
Private Markets: Time for a vol-iday
The ensuing recalibration of expectations dragged markets through another bout of anxiety, only for investors to be assaulted, yet again, by a veritable banking crisis.
04/28/2023
LGT has even bigger plans in Germany
The head of LGT customer business, Andreas Loretz, had previously discussed expansion in Germany.
04/28/2023
NatWest Private Banking delivers a profit of £133m in Q1 2023
NatWest Group’s strong performance in Q1 2023 is underpinned by our robust balance sheet
04/28/2023
Deutsche Bank Agrees to Combine UK and Ireland Corporate Finance Business with Numis
Accelerates Deutsche Bank’s Global Hausbank Strategy. Establishes Leading Force in UK Investment Banking
04/28/2023
Coutts profit jumps 62% on higher rate income
The NatWest subsidiary posted operating profit of £133m for the first three months of the year, driven by a 37% year on year increase in total income to £80m.