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Wealth and Asset Management

08/22/2024

Swiss Re benefits from favourable loss experience and financial markets

The technical result, which reflects the profitability of underwriting, was 2.9 billion dollars, and the return on investments was 4 percent.

08/22/2024

Ocorian manager joins judging panel for Citywealth Future Leaders Awards

The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.

08/22/2024

Garanti BBVA named "Best Private Bank for Sustainable Finance"

The award reflects the bank's strong commitment to integrating sustainability into its strategic objectives.

08/22/2024

Urner Kantonalbank achieves solid half-year results

The succession process has been initiated.

08/21/2024

GBST and Barnett Waddingham renew long-term Composer contract

Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.

08/21/2024

How do you preserve wealth for future generations? Start early

Families are enrolling children in financial education courses offered by their banks and advisers

08/21/2024

Swiss Robeco fund manager scores first AAA rating

Roman Boner, who worked for Woodman Asset Management and Swisscanto, took over the Robeco Smart Energy fund in 2021.

08/21/2024

Growth in customer business continues – positive first half of 2024 for Raiffeisen

Raiffeisen assumes that the global economy will continue to grow

08/21/2024

Evelyn Partners agrees corporate charity partnership with Career Ready

Evelyn Partners’ first year of support will centre around its Birmingham, Glasgow, London and Manchester offices

08/21/2024

The value of security

The first insight is that uncertainty is not the same as risk.

08/21/2024

Simplifying private asset investments for high-net-worth individuals

By using a nominee structure managed by a regulated custodian, the platform removes the need for creating new entities

08/20/2024

VP Bank reports a semi-annual profit of CHF 11.5 million and implements substantial efficiency measures.

The net new money inflow of the Group amounted to CHF 0.5 billion

08/20/2024

Man Group a rare active bright spot as passives dominate Pridham Report

BlackRock and Vanguard top the Q2 sales charts, but Man Group’s flagship Japan and UK equity funds also prove popular.

08/20/2024

“Swiss banking” miracle in the Bahamas

The core components of the group are the Swiss asset manager UCAP Wealth Management and Capital Union Bank

08/20/2024

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

08/19/2024

“Things can only get better” - New direction and leadership for the UK Market

A key focus of the manifesto is investment into infrastructure projects and the movement towards a green future, in the hopes that a state-led initiative will drive a surge in productivity.

08/19/2024

LGT reports solid business growth and continued strong net asset inflows

International financial markets performed well overall in the first half of 2024, despite persistent geopolitical and economic uncertainties.

08/19/2024

USS sells 6 Gracechurch Street office asset in London

The acquisition is the first deal for the partnership between Quadrant and the family office, which aims to create and manage a “portfolio of high-quality central London offices”.

08/19/2024

Thousands more UBS jobs could be cut, newspaper reports

The combined banking group has shed 9,000 jobs in the last 12 months, achieving CHF6 billion in costs so far.

08/19/2024

Why British asset managers are twice as profitable as German ones

Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.

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