UBS CEO Gets Bonus Boost
The CEO’s total compensation climbed to over 12.64 francs, consisting of 2.99 million francs in fixed salary and bonus components of 8.5 million francs.
Wealth and Asset Management
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Full-year results 2022: profitable growth, higher profit and higher dividend: Helvetia Group
Helvetia successfully continued on its organic growth path in its profitable core business during the 2022 financial year.
Former top Credit Suisse shareholder Harris Associates sells out of bank
CIO David Herro questions ‘future of franchise’ after years of scandal and client exodus as shares hit new low
Schroders CEO is pessimistic about inflation, and intrigued by Israel
Over the past few days, the local foreign exchange market has been in an uproar, with investors wondering whether the Bank of Israel will begin intervening and sell off dollars from its huge reserves.
MWA Financial lands £15mn funding deal
The initial funding commitment is £8.5mn, with longer-term commitment of £15mn, and beyond, as the business grows.
David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
Schroders plc – Full-year results 2022
Net new business (NNB) was resilient at £(1.6) billion (excluding joint ventures and associates) given the volatile fourth quarter. 2023 has started positively, particularly in Schroders Solutions.
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
Since joining UBS in 1999, they have consistently earned industry recognition for their extensive wealth management experience and deep commitment to providing high-net-worth clients with customized, comprehensive financial solutions.
Blackstone and Sixth Street Complete Sale of Kensington Mortgages to Barclays Bank UK PLC
Blackstone and Sixth Street jointly owned the business since 2015 during which time Kensington improved its processes and expanded its product offerings while achieving an extended period of accelerated growth.
JPMAM Singapore CEO warns on ever-expanding risk list
Risk management has surged to the forefront of concerns for asset managers as new risks keep being added to the list, complicated by an evolving ESG landscape, says JP Morgan Asset Management's Sherene Ban.
Singapore Wealth Firm Sees Rapid Growth Catering to Rich Families
Farro says it amassed over $1 billion in assets since October
Stonehage Fleming Completes Acquisition Of Rootstock Investment Management
The transaction was previously announced on 21 October 2022.