03/30/2023
TISE reports record-equalling turnover for 2022
During 2022 the Group paid a special dividend of £2.00 per share which, together with the ordinary dividends, equated to a total return of £8.0 million to shareholders in the year.
Wealth and Asset Management
03/30/2023
LGT receives five awards at the Euromoney Global Private Banking Awards 2023
LGT performed extremely well, winning awards in five different categories.
03/30/2023
Deutsche Bank named World’s Best Bank for Entrepreneurs by Euromoney
The leading European based Wealth Manager wins three awards in Euromoney’s Global Private Banking Awards 2023
03/30/2023
Santander, named Best Private Bank in Latin America by Euromoney
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
Ex-Tilney S&W and Sanlam UK COOs team up for wealth consultancy launch
Donald Reid and David Mason have teamed up to launch a wealth consultancy aimed at helping firms navigate the consolidation wave sweeping through the sector.
03/29/2023
‘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.
03/29/2023
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
03/29/2023
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.
03/28/2023
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.
03/28/2023
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.
03/28/2023
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.
03/28/2023
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.
03/28/2023
UBP Annual Report 2022
Message from the Chairman of the Board of Directors and the Chief Executive Officer
03/28/2023
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.
03/28/2023
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.
03/28/2023
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.
03/28/2023
Insecurity Spreading Among UBS Bankers
This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management
03/27/2023
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.
03/27/2023
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
03/27/2023
St James’s Place set for UAE licence
Firm has received in-principle approval to open an office in the Dubai International Financial Centre