Julius Baer to redeem Perpetual Tier 1 Subordinated bonds
The bonds (ISIN: XS1502435727), with a coupon of 5.75% per annum, were issued by Julius Baer Group Ltd. in the aggregate nominal amount of SGD 325 million.
Wealth and Asset Management
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BaxterStorey Partners With Social Bite Charity To Open First Coffee Shop In London
A VIP launch saw local businesses, charities and celebrities including Scottish actor, Martin Compston and singer, Matt Willis, join CEO of Coutts, Peter Flavel and Social Bite founder Josh Littlejohn to show their support in the opening of the caf&ea
EdR WM shuts Uruguay office, pulls out of LatAm
Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.
KKR to Aquire Leading Japanese Real Estate Asset Manager
Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.
Tilney Smith & Williamson doubles Newcastle office
The group has provided Financial Planning to its clients, including families, business owners and charities, in Newcastle for over a decade.
Hong Kong expands wealth management connect to brokerages
Opening up of the scheme to brokerages will further increase the competition for participating banks for an estimated $500m in annual fees.
UBS, Citi wealth clients get margin calls on China tech rout
While stocks recovered some ground on Wednesday, they are still trading at depressed levels.
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
All Russians “semi-sanctioned” as UBS takes conservative approach-CEO
UBS on March 7 detailed a $634 million direct exposure to Russia.
Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List
Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
CI Financial Reports Total Assets of $370.2 Billion for February 2022
All financial amounts in Canadian dollars unless stated otherwise.
175 UBS Advisors named to Forbes/SHOOK Top Women Wealth Advisors list
This year, UBS advisors represent 13% of the list, with 30 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients.