UBS Not Profiting from Credit Suisse Woes
Bank customers are very loyal, Hamers says and it’s never a good thing when a competitor has problems,because the reputation of all banks suffers as a result.
Wealth and Asset Management
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360 Accountants in partnership with leading wealth management firm
The synergies between the two businesses are also extremely apparent.
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
How Can Private Banking Complement Your Family’s Wealth Plan?
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.
Macquarie posts record third quarter
The markets-facing businesses’ combined 3Q22 net profit contribution was substantially up on 3Q21.
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
UBS Advisor Receives Designation to Advise Clients in Sports and Entertainment Industries
UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across sports and entertainment industries.
BNP Paribas wealth management delivers strong 2021
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
Credit Suisse securitises yacht loans to oligarchs and tycoons
Swiss bank used derivatives to offload risks from lending billions to its richest clients
Ex-HSBC India Chairman Joins Rothschild & Co
She will assist in advising Rothschild & Co on its strategic ambitions, with a focus on helping drive growth in the region.
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
Tilney Smith & Williamson expands London team
The move supports the firm’s continued growth strategy for its financial planning team