11/08/2023
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.
11/08/2023
The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.
11/08/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a comprehensive client-to-custody strategy.
11/08/2023
As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund.
11/08/2023
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
Sold in two tranches
11/08/2023
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
11/07/2023
Quarterly results
11/07/2023
The annual Wealth Management Index uses peer nominations
11/07/2023
The below table summarizes key capital, leverage and liquidity metrics for the quarter end 30 September 2023, also available in today’s earnings material published by UBS Group AG.
11/07/2023
UBS reports strong flows, significant integration progress and accelerated wind-down of non-core assets in 3Q23
11/07/2023
Strong Fundraising with $61 Billion of Capital Raised Year-to-Date; Remain on Track to Achieve Capital Raising Target of Close to $150 Billion
11/07/2023
There has been some improvement in this rate since the end of Q3 – the figure for November was 0.59x, although most of the uptick relates to investor sales.
11/07/2023
With over half saying they would expect to retain services for a minority of clients’ dependents
11/07/2023
The deal gets Nikko AM a place on the board of Osmosis (Holdings) Limited and is described as a strategic partnership.
11/07/2023
The firm is picking the bits of Credit Suisse it does and does not want.
11/06/2023
Nine-month net profit up 35% to SGD 7.89 billion, ROE at 18.6%
11/06/2023
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next generation of UHNWs.