06/23/2023
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
UBS report sheds light on high-net-worth sentiment
06/23/2023
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Coutts’ clients heard our experts’ views on this and more at our latest exclusive quarterly investment event.
06/22/2023
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
All the more so as the company has prevailed against larger and more prominent competitors, especially McKinsey.
06/22/2023
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.
06/21/2023
The firm’s AUM dropped 6% to £31.4bn on the back of hefty client redemptions.
06/21/2023
Once again, JM Finn's CEO features in the Spear's 500 guide to the best UK wealth managers.
06/20/2023
The new strategy utilises all the existing expertise within the team so that each segment of the fixed income market is covered by one or more investment experts.
06/20/2023
The deal is consistent with the objectives of the new “One Brand One Culture” 2023-26 Strategic Plan
06/20/2023
In its accounts for 2022, the group noted it had set aside a total of £15.5m to pay for 10 acquisitions and spent a further £4.3m on deals this year.
06/20/2023
The average price of Julius Baer’s Lifestyle Index has increased by 6% in US Dollar, but by 13% in local currencies.
06/20/2023
In 2022, Rothschild’s profit was €249 million in the first half, and €606 million for the entire year.