11/10/2021
This heavy concentration in one geography carries inherent risks as does the fact that the portfolio is in one asset class – private equity, which also poses a risk in that it is highly illiquid.
11/10/2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.
11/09/2021
The private equity backer of Succession Wealth has hired bankers from Evercore to undertake a review of options for the business, Sky News learns.
11/09/2021
For the Female Founder finalists, UBS created a year-long program that includes support and mentorship, coaching for interactions with investors, and working closely with client advisors from our wealth management teams globally.
11/09/2021
The company’s focus is on enabling high net worth individuals to grow, protect and preserve their wealth.
11/09/2021
The Strategy is one of the most established strategies dedicated to investing in health sciences companies with US$19.3 billion asset under management1 and a long track record dating back to its inception in 1995.
11/09/2021
Carey Olsen is delighted to be sponsoring two additional charities that have joined the programme
11/09/2021
Your donation will help to change the life stories of the children who are battling the toughest fight, cancer.
11/09/2021
On the private banking side, we are not there yet and that's something that demands a strategic decision this year.
11/09/2021
Assets under management at Canaccord Genuity Wealth Management rose by 3.8% to £33.6bn in the three months to the end of September.
11/08/2021
He will support the growth of KPMG’s Technology Enablement capability
11/08/2021
Since 2016, this ex-NAB banker has been the boss of Coutts, the 300-year-old private bank used by the Royal family and most of England’s landed gentry.
11/08/2021
How digital, social, and economic trends will transform the investment industry
11/08/2021
Herro extended the partnership thinking to Credit Suisse's investment bank, which due to Archegos and a series of ill-advised loans to Mozambique incurred losses and hefty regulatory sanctions, respectively.
11/08/2021
The 57-year-old Portuguese and British banker is in the unenviable position of arriving at the Swiss bank shortly after two major scandals imploded: Archegos and Greensill.
11/08/2021
Credit Suisse will support affected customers as they select alternative Prime Services providers of their choice.
11/08/2021
The revelling band of England cricket supporters has teamed up with St James’s Place in a new marketing partnership.
11/08/2021
Jack Anderson, a consultant specialising in wealth management at Core-Asset, has witnessed his predictions for the Private Wealth industry playing out in real time.
11/07/2021
Credit Suisse announced a restructuring on Thursday, saying it would rein in its investment bankers and put money into wealth management as it tries to curb a freewheeling culture that has cost it billions in a string of scandals.
11/07/2021
David Durlacher is the chief executive of wealth-manager Julius Baer International, responsible for its business in the UK and Guernsey.