08/25/2022
Strategic partnership - ETH and UBS launch partnership to promote innovation and entrepreneurship
UBS will also make a donation of up to CHF 20 million to support the construction of a new ETH building on the Hönggerberg campus.
Wealth and Asset Management
08/24/2022
Lombard International sells US and Bermuda business
In Europe, as the largest provider of insurance-based wealth, estate and succession planning solutions, our sights remain set on further growth and continued market expansion.
08/24/2022
Abrdn on brink of FTSE ejection
The asset manager could be dropped from the FTSE 100 next week, after its share price dived this year.
08/23/2022
Finitor Wealth snaps up two advice firms with PE backing
FMB is a second-generation family business with eight advisers in Kendal, Cumbria and more than £250mn AUA.
08/23/2022
LGT Wealth partners rake in £25m as profit near doubles
Partners at the wealth manager were able to split £24.7m between them as pre-tax profit near doubled to £42.2m in 2021.
08/22/2022
Why are UK takeovers on the up again?
UK companies continue to draw takeover interest, especially from private equity firms. We look at why this is happening and which sectors may be most attractive for potential buyers.
08/22/2022
Strategy blog: Inflation and growth
Another bad UK CPI doesn't help…
08/22/2022
Strong growth at UK private bank Hampden & Co with record H1 results
The bank benefitted from strong demand for its range of deposit, lending and day-to-day banking services.
08/22/2022
Quilter signs sponsorship deal with Girls Are Investors charity
Gain was set up by investment professionals to champion diversity in the workplace and encourage more young women into the financial services industry.
08/19/2022
UK inflation rises to 40 year high
In July UK CPI hit its highest level in 40 years. Unfortunately, it looks set to continue its march higher in the coming months.
08/19/2022
How can external asset managers continue to be entrepreneurial?
For more than 30 years, services to external asset managers have been an important and strategic activity for Lombard Odier, with more than 70 employees working for EAMs and multi-family offices today.
08/19/2022
Vontobel boutique CIO: ‘I wouldn’t pay $20 for all the crypto in the world’
Matt Benkendorf urges investors to ditch shiny new fads from list of long-term investible ideas.
08/18/2022
7IM ‘makes progress’ with portfolio decarbonisation
7IM announced that it has moved its Moderately Cautious AAP and Multi Manager Funds from the IA Mixed Investment 0-35% Shares sector and into the IA Mixed Investment 20-60% Shares sector.
08/18/2022
Details on the issue of the Credit Suisse Real Estate Fund LogisticsPlus
The issue price per unit is CHF 108.00 net with a net asset value of CHF 105.60 per unit.
08/18/2022
M&G mulls expanding hybrid advice service into banks
M&G Wealth's managing director David Montgomery told FTAdviser: “We would look to deploy our hybrid advice service to firms which have customers looking for support but that don’t provide advice.
08/18/2022
Lombard Odier to open a new office in Verbier, Switzerland
Verbier is a dynamic centre of activity where many of our current and future clients have a permanent place of residence or a holiday home.
08/18/2022
Campbell Thomson is Verso’s first Scots deal
The deal advances Verso’s plan to build a national wealth management group and takes its assets under management to more than £1 billion.
08/18/2022
"Golding Buyout 2021" reports first closing at €155 million
The successful track record of its three predecessor funds and its compelling investment strategy for the current market convinced both existing investors and new clients.
08/18/2022
Our view on defence stocks
Though we don’t exclude this sector, we explain how our responsible investing does not encompass certain companies as we commit to long-term sustainable returns for clients.
08/18/2022
The bear necessities: What are bear markets and are there opportunities for investors?
We examine what markets moving in bear territory means for investors and how they relate to the broader economic outlook as well as how they can provide opportunities.