03/18/2024
Can UBS become Europe’s Morgan Stanley?
At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.
Wealth and Asset Management
03/18/2024
Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS
When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.
03/18/2024
Two former CS store managers are moving to Paradeplatz boutique
As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.
03/18/2024
Wealth veteran takes swipe at M&A as he sets up own business
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
03/18/2024
Partners Group adds private markets royalties to its investment platform
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/18/2024
Former Tees Wealth head launches investment management firm with P1
A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.
03/18/2024
JPM AM calls time on quintet’s long-running bond fund
Fund house to liquidate sterling-focused debt strategy after seeing steady decline in assets.
03/15/2024
EFG Agrees to Pay the US for Possible Sanctions Breaches
The settlement amount reflects OFAC’s determination that EFG’s apparent violations were voluntarily self-disclosed and not egregious, and also reflects EFG’s significant remedial measures
03/15/2024
Onshore in Germany – and there’s still no end in sight
Meanwhile, the expansion of local houses in the neighboring country continues unabated.
03/15/2024
TLT advises shareholders of Chartered Wealth Management on acquisition by professional services company
The acquisition will also support its strategic growth plans.
03/15/2024
Wealth managers prefer generalist approach to technology exposure
The most held fund is Axa’s Global Technology fund, which appears in the portfolios of two of the allocators we cover.
03/14/2024
ABN Amro Jumps on Wealth Management Bandwagon in Race for Fees
Many banks enjoyed record profits over the past year as the gains to revenue from higher interest rates surpassed the amount they had to pay out to depositors.
03/14/2024
Deutsche Bank reports growth
2023 Annual Report: business growth, cost discipline and raised capital distributions
03/14/2024
VP Bank is on track with the implementation of its strategy, generating 10 per cent more profit than in the previous year
Net income for the year increased by 10.1 per cent to CHF 44.2 million.
03/14/2024
Leonteq launches three new ETPs+ in collaboration with Alquant
These products are combining Alquant’s cutting-edge quantitative risk signals with Leonteq’s expertise in product and investible index structuring.
03/14/2024
Understanding multi-family offices and their role in wealth management
In this article, we’ll explore the history and evolution of the MFO into its current form as an alternative to private banks.
03/14/2024
IQ-EQ shortlisted in Private Equity Wire European Credit Awards 2024
The awards recognise excellence in fund performance and service provider excellence across credit funds.