01/31/2023
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.
Wealth and Asset Management
01/31/2023
UBS's fourth-quarter and full-year 2022 results
2022 net profit of USD 7.6bn, 17.0% return on CET1 capital
01/31/2023
Schroders Family Office and Schroders Capital sponsor inaugural London Business School family office conference
Participants will be single-family office executives, Head of Private Equity or Head of Alternative Investment and the families that they support.
01/31/2023
Evelyn Partners attracted £5.4 billion of new business in 2022 and achieved record operating income
On a full-year basis, operating income for the year rose 7.1%
01/31/2023
Three Reasons for UBS’s Positive Inflows
How was this possible?
01/30/2023
Export industry defies challenging environment
Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.
01/30/2023
Global asset manager opens office in Switzerland
To bolster its presence in continental Europe
01/30/2023
The UK Buyers Snapping Up Irish Wealth Managers
Kingswood agreed to pay €25.8m to acquire 70% of MMPI, formerly known as Moloney Mortgages Pensions and Investments.
01/30/2023
Liontrust brings in duo to revamp £5.8bn multi-asset range
Liontrust has joined forces with Hymans Robertson and Defaqto to provide strategic asset allocation and risk profiling in anticipation of a very different investment climate over the next decade.
01/30/2023
Arab Bank (Switzerland) Ltd. signs up with Apex Group’s digital bank
Apex Group’s Digital Banking services, delivered by subsidiary EDB provide an agile and responsive solution for institutional clients including Asset Managers and SPVs, Family Offices, Corporates, Trusts and UHNWI.
01/27/2023
Investing in Credit Suisse Rights Offering Pays Off
Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.
01/27/2023
JTC's Caribbean Team Wins Gold At Citywealth IFC Awards
Winners are selected by an international panel of highly respected practitioners from multiple jurisdictions, based on their achievements, their innovative approach and their clear expertise.
01/27/2023
Guernsey wins International Finance Centre of the Year award
It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.
01/27/2023
Democratising wealth: A unique business opportunity to impact wealth management today and shape the future
Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.
01/27/2023
ZKB gains a foothold in Germany
Züricher Kantonalbank has received facilitated market access from BaFin, but has no plans for branches in Germany.
01/26/2023
Edelman Builds Out Global Families Practice In Paris
The offer will be headed by Edouard Tétreau, who joins as global chair of Edelman global families and vice president of Edelman France.
01/26/2023
Full-year 2022 new business inflows and funds under management update
2023 has started in much the same way that 2022 ended but it is encouraging to see more recent positive indicators that UK inflation may have peaked, together with some evidence that currency and investment markets are more stable.
01/26/2023
Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch
Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership
01/26/2023
Indosuez acquires majority stake in fintech Wealth Dynamix
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
01/26/2023
Growth Remains But Are We Heading Into a Buyers' Market?
Prime London property prices rose in the last quarter of 2022