11/15/2023
Ninety One announces interim results for the six months to 30 September 2023
Our response is to intensify our efforts in areas in which we can compete for market leadership, delivering best-in-class service to our clients
Wealth and Asset Management
11/14/2023
Wealth management priorities from an assertive regulator
The FCA’s latest expectations and priorities
11/14/2023
Spear’s Awards finalists: Private Bank of the Year – International
Introducing the finalists for the International Private Bank of the Year Award, in association with Blackstone
11/14/2023
IQ-EQ celebrates 70 years in Luxembourg
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/14/2023
Payment specialist brings in digital experts from UBS
The appointee brings with him a lot of digitalization experience.
11/14/2023
Amundi and Indosuez Wealth Management acquire a stake in AirFund
This transaction will help market private asset funds managed by Amundi and Indosuez, and facilitate subscription and repurchase transactions in these funds.
11/14/2023
The era of relentless Swiss franc appreciation is coming to an end
Clearly, the prospect of a wider regional conflict has spooked investors.
11/14/2023
How AI can help advisors avoid losing clients
In fact, within a financial institution, the information and data available range from customer behavior to investment performance, including the influence of the advisor and the perception of the quality of the service.
11/14/2023
Evelyn Partners Active MPS team increases allocation to cash and government bonds
To take advantage of the returns available from cash, the team significantly increased their holding in BlackRock ICS Sterling Liquidity.
11/14/2023
Trust in ESG ratings low among advisers and wealth managers
In contrast, the data also found that a quarter (24 per cent) were of the view that ESG ratings help to alleviate concerns around greenwashing.
11/14/2023
Cinerius discusses dozens of takeovers as consolidators eye Swiss IAMs
Citywire has taken a look at the state of consolidation in continental Europe.
11/14/2023
Zug IAM announces takeover and ‘deep regret’ for previous Russian focus
As part of a shift in market focus, the company had already refreshed its board.
11/14/2023
One in six could go? The consolidation of Europe’s wealth managers
Citywire’s European teams took a look at the state of mergers and acquisitions in Switzerland, France, Spain, Italy and Germany as regulation puts pressure on smaller players.
11/13/2023
LGT receives accolades including best bank for philanthropy and alternative investments
It also received accolades at Private Banker International’s Global Wealth Awards 2023, where it impressed the judges with its philanthropy offering.
11/13/2023
Titan Wealth Acquires Aspira Corporate Solutions
Aspira’s business model centres on providing expert, personal advice to its clients, built on strong, long-term relationships.
11/13/2023
Brookfield Expands its Operations in Germany with a New Frankfurt Office
New office reinforces Brookfield’s commitment to the German market
11/13/2023
Asset manager gets rid of the Russian stigma
This means that the company's previous focus on Eastern Europe is history.
11/13/2023
Family office launches corporate advisory firm in Geneva
NSC Advisor will cater to family businesses in Europe, the Middle East and Africa.
11/13/2023
UBS: Swiss and Asia Wealth Share Grows
The rise was not evenly distributed and the rankings of geographies have been reshuffled, according to finews.asia analysis, with the region recording an increased share.
11/10/2023
Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.