10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
Wealth and Asset Management
10/21/2020
The new age of credit research
We are living in challenging times with COVID-19 impacting our social life as well as the financial world.
10/21/2020
Wealth Management in Malaysia – Looking towards a Dynamic Future
Digitalisation, increasingly savvy demand from customers and diversification in the revenue generation avenues available are the hallmarks of the wealth management model as key protagonists would like to see it develop in Malaysia.
10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
10/21/2020
Quilter platform inflows dip ahead of next migration date
The group has not yet seen a drop off in defined benefit to defined contribution transfers, which came in at £0.2bn, the same as the previous quarter.
10/21/2020
Edinburgh bank for well heeled riding out pandemic as deposits jump to £65m
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
The ‘exciting and unusual’ caseload of a private wealth partner
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary
10/20/2020
UBS Says Wealth Management Net New Money $1.4 BLN in Q3
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.
10/20/2020
Why digital advisory may be future of wealth management
Digital services help cut operational costs by a significant margin, making wealth management solutions affordable and accessible
10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Newly launched private wealth management firm pioneers the use of AI chat assistant technology on mission to become innovative industry leader
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Julius Baer warns of hit from goodwill impairment
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Schroders wins Morningstar Outstanding Investment House Award
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Private bankers count the cost of less face time
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank appoints AML Group
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/18/2020
Sergio Ermotti: ‘My best decision was not to follow consensus’
The UBS chief executive reflects on nine challenging years heading the Swiss bank