07/13/2023
There is a lot of catching up to do when it comes to digitization
This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.
Wealth and Asset Management
07/12/2023
Intesa CEO: bank to expand in wealth management thanks to technology
Intesa last month launched Isybank, a cloud-based mobile-only bank powered by Britain's Thought Machine, which Italy's biggest lender is targeting at younger customers with digital skills and a need for only basic banking services.
07/12/2023
Monthly update: Sun shines on a brighter market mood
Stock markets are holding up, driven by easing US inflation and prospects of an uneventful economic slowdown.
07/12/2023
Credit Suisse Employees Trapped in No Man’s Land
That is potentially why the potential scale and extent of any domestic restructuring may come as more of a relative shock to a significant number of Swiss employees.
07/12/2023
Wave of Shareholder Activism Gripping Switzerland
The GAM rebels are only representative of a trend that is beginning to spread across Europe.
07/12/2023
Close Brothers considering sale of wealth management arm – reports
Allegedly working with Goldman Sachs on a review of the business
07/12/2023
Goldman Lampe Private Bank Shields Clients from Scams and Fraud, Saving 150 Million Euros in 2022
Goldman Lampe Private Bank's innovative approach to combating scams revolves around maintaining close relationships with its clients and taking immediate action when fraud is detected.
07/11/2023
Business integration in wealth management M&A
In this series of articles we look at a variety of aspects in M&A transactions that can affect value, for buyer or seller, and propose ways of addressing these in the commercial terms to enhance value.
07/11/2023
Banque Heritage SA: Results for first half of 2023
Banque Heritage Reaps the Rewards of its Sound Management and Benefits from the Current Financial Environment
07/11/2023
Property slowdown could boost sustainable investing: ZKB
Real estate investors have more choice following the rise of interest rates believes Zürcher Kantonalbank’s real estate head.
07/11/2023
High net worth Brits are paying thousands for EU citizenship post-Brexit
There has been an “untold increase” in the number of wealthy Brits paying for golden visas and citizenships in Europe.
07/10/2023
Julius Baer Says Doubling AUM «Not Unrealistic»
On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.
07/10/2023
Geneva banking district loses another institution
The plan is to move to the "Alto Pont-Rouge" building in the heart of the new Praille-Acacias-Vernets (PAV) district.
07/10/2023
Private bank CIOs reveal their worst calls in last 12 months
From UK equities to uninvestable Europe, chief investment officers of major European private banks talk frankly about the trades they missed or got wrong in the last 12 months.
07/07/2023
ARC: Riskier wealth portfolios rebound as rate hike fears hit gilts
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Liontrust shareholders approve proposed acquisition of GAM
Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.
07/06/2023
Man Group to acquire Varagon Capital Partners
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
UBS plans strategic partnership with Swiss fintech Numarics
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/06/2023
The Quilter Foundation joins forces with social mobility charity The Brokerage
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.