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.
Wealth and Asset Management
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.
02/02/2022
Edmond de Rothschild upgrades the real estate business
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.
02/01/2022
Tilney Smith & Williamson agrees terms for prestigious new Belfast office at The Ewart
Tilney Smith & Williamson will occupy part of the 13th floor of the building, which enjoys spectacular views of the city and is a short walk from City Hall and the main transport hubs.
02/01/2022
UBS's fourth-quarter 2021 results
2021 net profit of USD 7.5bn, 17.5% return on CET1 capital
02/01/2022
Focused Wealth Management Surpasses $1 Million in Charitable Donations
The individuals in these local charitable organizations and the work they are doing to improve their communities is awe-inspiring.