01/28/2021
Trends in wealth management driving the industry's future
From disruption to transformation
Wealth and Asset Management
01/28/2021
Asia Pacific wealth the star for Swiss banking giant UBS
The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.
01/28/2021
Gresham House assets rocket 42% in 2020 on ESG wave
Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.
01/28/2021
Atria Wealth Solutions to Acquire Independent Wealth Management Firm
Atria subsidiaries continue to expand financial professional footprint and increase assets
01/28/2021
Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl
Philanthropy plays an important role in defining purpose
01/28/2021
Credit Suisse launches Man AHL TargetRisk Core Custom Index
This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.
01/28/2021
SocGen Private Bank outsources international back office IT to Azqore
The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.
01/28/2021
Lombard Odier Family Saga Plays out in Court
The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.
01/28/2021
UBS CEO Splits Up Key Role
Hamers also appointed Chris Gelvin (pictured below) chief transformation officer, in addition to his current job as head of group operations.
01/27/2021
Hightower Makes Strategic Investment in Wealth Advisor
The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.
01/27/2021
Brewin Dolphin - Quarterly Trading Update
Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter
01/27/2021
Temenos Extends Partnership with Schroders for Wealth Front Office
Schroders Wealth Management has been a long-time Temenos client and Temenos Transact for its core banking technology has helped the bank to cut costs by a third, simplify its IT landscape by 63%, build customized services, and improve service quality.
01/27/2021
Investors face clone firm investment scam epidemic
On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.
01/27/2021
Coutts to relaunch £5bn UHNW arm
CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.
01/27/2021
Support for business
For the second year in a row, WKB is suspending the amortization obligation for its corporate and self-employed customers.
01/27/2021
‘Limited upside potential left’ in equity, says Geneva wealth manager
The outlook said the markets are pricing in that the health crisis can be solved.
01/27/2021
City of London: Big Bang With a Swiss Assist
In the past, the EU punished Switzerland for the delays surrounding the framework agreement by withdrawing stock exchange equivalence.
01/27/2021
Berenberg boosted by Deutsche Bank’s retreat from equities
Private German bank reports record profits and plans to broaden footprint in Frankfurt
01/27/2021
Expect more sustainability discrimination in all asset classes
Fundamentals are structurally positive for environmental and ESG themes to outperform.
01/26/2021
SJP partners with financial services training firm
“We are delighted to be working with Redmill Advance to provide an effective and flexible way for individuals to learn, giving them the best opportunity for exam success.”