- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

‘It is not about the colour of the passport’: Why UBS called on Ermotti now

Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.

Credit Suisse bankers and clients courted by Swiss rivals

Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil

UBS: Kelleher's Daring High Stakes Coup With Ermotti

All eyes are now on Sergio Ermotti, the proverbial prodigal son returning to UBS as CEO to put it on the road to success in its new and mind-boggling dimension.

Interest rates rise but the peak could be close

Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.

Why now could be the best time to be ISA ready

ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.

EFG announces the nomination of Philip Lofts as a new member of the Board of Directors

He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.

Lombard Odier establishes a Corporate Advisory centre of expertise

In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.

UBP Annual Report 2022

Message from the Chairman of the Board of Directors and the Chief Executive Officer

Shore Capital predicts Rathbones share jump despite ‘little growth’

Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.

Digital Customer Experience and Wealth Management: time to act

Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.

M&G Wealth adds CGT tool to platform

The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.

Insecurity Spreading Among UBS Bankers

This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management

Finma Chair Accuses Credit Suisse of Lacking Cooperation

While the regulator intervened with the bank very early on and initiated numerous procedures, Credit Suisse cooperated poorly and refused to draw the necessary consequences.

Serge Fehr is Making Credit Suisse Nervous. Again.

That Lombard Odier refrained from its customary pre-announcement of a designated partner is an indication of the nervousness accompanying the personnel change, and all the more remarkable since Fehr's departure from Credit Suisse has been known for s

St James’s Place set for UAE licence

Firm has received in-principle approval to open an office in the Dubai International Financial Centre

SEI Extends Relationship with Evelyn Partners

Five-Year Extension Reflects Strength and Longevity of Strategic Partnership

Jefferies downgrades UBS despite ‘compelling’ CS deal maths

Analysts have downgraded UBS from ‘buy’ to ‘hold’, saying the acquisition of Credit Suisse throws up considerable short-term integration risks, but looks ‘attractive’ on a three-year view.

Top 50 IAM merges with fiduciary services firm

Swisspartners Group expands its fiduciary business in Switzerland by fusing with NRS Treuhand.

Is the future of the wealth management industry here?

Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.

Former chief regulator slams Credit Suisse regulation - reports

The bank's shareholders were deprived a of a vote on the takeover, and received one share in UBS for every 22.48 shares they owned.

Wealth and Asset Management