M&G to launch IFA buyout scheme
The firm told FTAdviser that the scheme will go live in the “near future”, with no exact date set.
Wealth and Asset Management
15540 articles found
Julius Baer embarks on 5-yr transformation strategy
It generally banks with ultra high net worth individuals who have investable assets of Rs 25-100 crore, even though a customer could start an account with Rs10 crore.
US Fund House Opens Zurich Office
Leger is bringing Michele Perone along with him from his previous employer to support him in Zurich.
UBS promotes Iqbal Khan to steer wealth management
Khan, who joined UBS in 2019 to co-head its flagship division, will take over when co-president Tom Naratil steps down in October
Collas Crill shortlisted in three Categories in Citywealth IFC Awards 2023
Now in their twelfth year, the Citywealth IFC Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.
Marble Wealth Joins Sanctuary Wealth as First Partner Firm in Alabama
Next-gen partnership with close to $800 million AUM is Sanctuary's third this year from UBS
Deutsche Bank mourns Anshu Jain
Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.
Tatton Asset Management bolsters investments offerings via £7m 8AM Global Limited acquisition
Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.
Wrise Launches UHNW-Focused Wealth Unit
The new offering is focused on serving the needs of ultra-high net worth individuals (UHNWI) with a range of services including portfolio management and advisory, access to a network of wealth planning specialists, corporate services and more.
Ulrich Körner's dilemma with the "ugly duckling" of Credit Suisse
This has already happened with an alleged job cut ; now the CS investment bank comes into the talk.
Baloise sells German run-off portfolio
The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.
Half-yearly financial statements of the Glarner Kantonalbank as of June 30, 2022
Operating income increased by 4.2 percent to 46.3 million francs, while net profit was 11.6 million francs.