10/26/2023
Stifel CEO Lauds Wealth Amid Slump in Dealmaking
Wealth management goes up, and the institutional business does down by an equal and like amount.
Wealth and Asset Management
10/26/2023
Secrets of High Net Worth individuals
Reaching and engaging High Net Worth consumers has always been a tantalising challenge.
10/26/2023
UBS AM merges sustainable corporate bond funds
The UBS Corporates Active Climate Aware fund had underperformed its benchmark over five years.
10/26/2023
Private markets manager opens Geneva branch
The new office is managed by Carlos Arias, who formerly worked for Edmond de Rothschild.
10/26/2023
Pictet AM’s European direct lending fund hits €200m target at first close
The newly launched Article 8 fund will focus on financing European lower mid-market private companies.
10/26/2023
Odey Asset Management to wind down subsidiary
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.
10/26/2023
The billionaires and the bank: the tussle at the top of Mediobanca
Shareholders to vote on competing board candidates in a power struggle over the future of the Italian group
10/25/2023
Stansberry Asset Management: Excellence in High Net Worth Wealth Management Management Firms
In an era where financial landscapes are evolving at an unprecedented pace, SAM consistently demonstrates agility and adaptability.
10/25/2023
DBS Thought Leadership's Latest Report Highlights Innovative Impact Driven by Asian Family Offices
To aid in this, their family offices need to adapt, addressing fresh challenges like tax, risk, and family governance.
10/25/2023
Deutsche Bank reports nine-month 2023 profit before tax of € 5.0 billion and raises capital outlook
Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals
10/25/2023
Brook Asset Management begins wind-up process
First Gazette notice
10/25/2023
St James’s Place suspends trading in £820m property fund
The UK wealth management firm is headquartered in Gloucestershire with offices around the UK
10/25/2023
UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts
A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey
10/25/2023
Santander reports attributable profit of €8,143 million for the first nine months, increasing earnings per share by 17%
Net interest income increased 16%
10/25/2023
Elite managers pounce on UBS and Julius Baer stock
Both banks now sit among the top ten Swiss firms in Citywire’s Elite Companies Database
10/25/2023
Wealth managers too reliant on clients when deciding risk
Three in four (75%) wealth managers hugely rely on clients' own assessment of their suitable risk level.
10/25/2023
‘I spent too long trying to understand SJP’s fees’: Investor backs overhaul
Managers of Merchants Trust are sticking by SJP after FCA forced the national advice company to scrap exit penalties.
10/24/2023
Citi: Asia Wealth Client Referrals in Numbers
25 percent of acquisitions from the overall wealth business were also sourced from the credit card business.
10/24/2023
Ex-Quilter investment manager launches financial planning firm
Nicholas Hawkins has launched NH Wealth
10/24/2023
UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List
As a team of men and women spanning four generations, they offer a diversity of perspectives and experience to help clients achieve their financial goals, through every stage of life.