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Wealth and Asset Management

10/30/2023

Reviving the Swiss Boutique: The Comeback of Small Private Banks

The interest rate environment was a decisive factor, leading to a marked shift in the earnings structure of private banks away from the commission business and towards the interest business.

10/30/2023

Euro Credit Holdings Limited Unveils Wealth Management Platform to Transform Financial Advisory Services

Euro Credit Holdings Limited Unveils Wealth Management Platform to Transform Financial Advisory Services

10/27/2023

Canaccord Genuity eyes Close Brothers wealth business in UK push - sources

Such a deal would be another example of consolidation in the UK's fragmented wealth management industry, driven by both corporates and financial investors.

10/27/2023

Hertford-based financial planner makes acquisition

Adding £40m to assets under management

10/27/2023

Coutts’ profits drop 58% as clients demand higher-interest accounts

Deposit levels are up, but the private bank is no longer able to sustain high margins on savings as clients seek out higher-interest accounts.

10/27/2023

UBS: The Ermotti Connection Plays in Ticino

It's now also clear what will happen to the previous Credit Suisse boss in Ticino.

10/27/2023

Amundi bucks industry outflows as assets near €2tn

Passive funds and Asia demand stood out during the third quarter

10/27/2023

FCA continues review into NatWest after 'potential regulatory breaches' identified over Coutts incident

'Failed to treat him fairly'

10/26/2023

Room Zero Announces Deal With Jupiter Asset Management

Room Zero’s cloud-based software eliminates duplication of effort and silos, allowing multiple departments across a single firm to work and process common information.

10/26/2023

Swiss Life Asset Managers expands index-based investment business

Swiss Life Asset Managers is a leading European provider with a wide range of investment solutions and a wealth of experience in this investment segment.

10/26/2023

Standard Chartered Third Quarter 2023 Results

We have continued to make strong progress in the third quarter against the five strategic actions outlined last year

10/26/2023

UBS AM merges sustainable corporate bond funds

The UBS Corporates Active Climate Aware fund had underperformed its benchmark over five years.

10/26/2023

Private markets manager opens Geneva branch

The new office is managed by Carlos Arias, who formerly worked for Edmond de Rothschild.

10/26/2023

Pictet AM’s European direct lending fund hits €200m target at first close

The newly launched Article 8 fund will focus on financing European lower mid-market private companies.

10/26/2023

Odey Asset Management to wind down subsidiary

A notice for compulsory strike off has been filed for the firm, with a document being processed which will be available in the next 10 days.

10/26/2023

The billionaires and the bank: the tussle at the top of Mediobanca

Shareholders to vote on competing board candidates in a power struggle over the future of the Italian group

10/25/2023

Deutsche Bank reports nine-month 2023 profit before tax of € 5.0 billion and raises capital outlook

Strong capital management and enhanced capital outlook support business growth as well as acceleration and expansion of distribution goals

10/25/2023

Brook Asset Management begins wind-up process

First Gazette notice

10/25/2023

St James’s Place suspends trading in £820m property fund

The UK wealth management firm is headquartered in Gloucestershire with offices around the UK

10/25/2023

UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts

A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey

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Financial advisory firm grows with acquisition

09-02-2026

Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

How to structure luxury assets as part of private wealth planning

09-08-2026

The future of wealth management is human... and technological – interview with Serge Fehr

09-08-2026

PIMFA appoints Dan Boardman-Weston, CEO of BRI Wealth Management (BRI) as a new member of the PIMFA Board

09-08-2026

European wealthtech funding drops amid investor caution

09-08-2026

Jupiter Fund Management : Asset Management hires highly successful UK small cap equity team

09-08-2026

WealthSelect increases value tilt in portfolios

09-08-2026

ING to enter ETF market

09-08-2026

Vicki MacLeod joins Hampden Bank as board advisor

09-08-2026

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