Managers of Wealth

The application has been live for three months and has already been downloaded more than 100,000 times.

Wealth management goes up, and the institutional business does down by an equal and like amount.

Reaching and engaging High Net Worth consumers has always been a tantalising challenge.

The UBS Corporates Active Climate Aware fund had underperformed its benchmark over five years.

The new office is managed by Carlos Arias, who formerly worked for Edmond de Rothschild.

The newly launched Article 8 fund will focus on financing European lower mid-market private companies.

A notice for compulsory strike off has been filed for the firm, with a document being processed which will be available in the next 10 days.

Shareholders to vote on competing board candidates in a power struggle over the future of the Italian group

In an era where financial landscapes are evolving at an unprecedented pace, SAM consistently demonstrates agility and adaptability.

To aid in this, their family offices need to adapt, addressing fresh challenges like tax, risk, and family governance.

Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals

First Gazette notice

The UK wealth management firm is headquartered in Gloucestershire with offices around the UK

A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey

Net interest income increased 16%

Both banks now sit among the top ten Swiss firms in Citywire’s Elite Companies Database

Three in four (75%) wealth managers hugely rely on clients' own assessment of their suitable risk level.

Managers of Merchants Trust are sticking by SJP after FCA forced the national advice company to scrap exit penalties.

25 percent of acquisitions from the overall wealth business were also sourced from the credit card business.

Nicholas Hawkins has launched NH Wealth