07/20/2021
Are the big banks plotting a return to wealth?
JPMorgan’s acquisition of UK fintech Nutmeg has analysts wondering if and when Australia’s retail banking giants become tempted by the burgeoning market for digital investment advice.
07/20/2021
Credit Suisse has taken a hit exceeding $5 billion tied to the collapses of Archegos and Greensill.
07/20/2021
Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.
07/19/2021
Zuger Kantonalbank delivers 12.6% AUM growth
Bank managed first half-year 2021 without credit losses and strong results.
07/19/2021
Big Gap Opens Up Between UBS, Credit Suisse
Ahead of the publication of their second-quarter results there really is no comparison.
07/19/2021
Credit Suisse Is Losing Mideast Staff Over a Toxic Work Culture
The executive who built a regional wealth powerhouse also fostered a brutal workplace, current and former employees say.
07/19/2021
One Swiss Bank: Less profit despite better business
The bank, which is geared towards private and business customers, manages around CHF 5 billion.
07/19/2021
Butterfield shortlisted for Trust Company of the Year
The 2021/22 STEP Private Client Award ceremony will take place virtually on 23 September 2021.
07/19/2021
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
The service is an adviser-led execution only product, so Rathbones will only act on client instructions following advice received from a financial adviser.
07/19/2021
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally
07/19/2021
We reveal the nominees for our UK fund group awards 2021.
07/18/2021
Amundi, Europe’s largest money manager, targets US$600 billion in Asian assets under management by tapping Wealth Management Connect, ESG opportunities
The money manager aims to boost its Asian assets under management by 70 per cent in the next four years, says its Greater China boss
07/18/2021
Davy fund unit to be sold separately to Bank of Ireland deal
Sale of entire assets, including excess cash reserves, set to generate more than €500m
07/18/2021
McLaren raises £550m and adds Saudi Arabian wealth fund as investor
British supercar and racing group has raised more than £1bn in past two years to invest in electric cars
07/16/2021
The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.
07/16/2021
Strongest net sales in nearly six years led by $530 million in net flows in Canadian retail asset management; assets exceed $300 billion for the first time
07/16/2021
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.