02/04/2022
UBP partners with Bain Capital Public Equity to widen its liquid alternative and ESG offering
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
Wealth and Asset Management
02/03/2022
PROVEN acquires Cayman bank
Strategy of regional growth through acquisitions in the regulated financial sector saw this transaction being finalized after its due diligence and having met Regulatory as well as all closing conditions as stipulated by the Share
02/03/2022
An Invitation to Meet… Peter Flavel, Coutts CEO
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
Boris Johnson and beyond: assessing the UK’s prospects
As a weakened Boris Johnson seeks to weather a damaging report into Downing Street parties, the country is grappling with a cost of living crisis
02/03/2022
Private Banking's Cloudy View From The Summit
It was interesting to hear what the top management of UBS had to say about the results, indicating that there is a temporary threat of weakening business activities.
02/03/2022
BEKB exceeds expectations in the first strategic year
In the first full year of implementing Strategy 2025, BEKB has proven that it is on the right track.
02/03/2022
Vontobel creates fundamental multi-asset boutique in restructuring
The new boutique will be headed by Dan Scott, who was formerly CIO of Vontobel Wealth Management.
02/03/2022
Ogier lands top spot globally in Private Client Global Elite
This is the latest recognition of Ogier's breadth of expertise across multiple locations and teams.
02/03/2022
Luxembourg-based private equity firm buys 68% of asset manager
This transaction is expected to be completed in Q3 2022
02/02/2022
FB roundup: Helmut Jeggle, Hightower, Sir John Beckwith
Jeggle has a stake worth $350 million in BioNTech SE, the Covid-19 vaccine company where he's currently chairman.
02/02/2022
BNY Mellon Wealth Management and Havas New York Partnered With Famed Photographer Nadav Kander
The “Do Well Better” Campaign Features Editorial-Style Interviews and Portraits Highlighting the Social Impact of BNY Mellon Wealth Management Clients and Practices
02/02/2022
BNY Mellon Investment Management: It's time to create a more inclusive investment world
The research surveyed 8,000 respondents across 16 markets, as well as 100 asset managers, with combined assets under management of nearly $60 trillion3.
02/02/2022
Credit Suisse Campus To Come Under The Hammer
The sale is likely to be conducted in an auction managed by the commercial real estate group CBRE.
02/02/2022
Bahamas private bank buys rival
Deal allows the acquirer to ‘expand our reach and capacity’
02/02/2022
Julius Baer posts 55% profit rise for 2021
Thanks to the relentless work of our staff, we are entering the final year of our three-year strategic cycle from a position of strength and already gearing up for future growth opportunities.
02/02/2022
Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
Low Decibel, High Action
Overall, the budget, despite being devoid of several big bang announcements, firmly focuses on aiding economic growth.
02/02/2022
The growth of private markets and alternative assets: what it means for wealth management
The wealth management landscape is an increasingly competitive one.
02/02/2022
UK Digital Right to Work Checks
Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.
02/02/2022
Raiffeisen cooperates with Leonteq and also goes its own way
At the same time, they have realigned the cooperation and terminated the existing credit facility in order to take account of developments within the two companies that have taken place in the meantime.