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Wealth and Asset Management

12/29/2023

“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’

During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.

12/28/2023

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Purpose of these interim financial statements

12/28/2023

Investor confidence 'will return' in 2024

After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.

12/27/2023

Schroders and Lloyds confirm wealth management deal talks

£109bn investment contract from bank has speeded tie-up process

12/27/2023

WH Ireland posts first half loss after challenging market conditions for the broker

It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.

12/22/2023

Private banking and markets in 2024: what’s the outlook?

Will interest and inflation be a burden to private banking markets in 2024?

12/22/2023

Sergio Ermotti: «UBS is Like the Iron Giant from Space»

And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.

12/22/2023

UBS Sets New Standards in Zurich with the Mandarin Oriental

So the city of Zurich now has a new touch of world-class luxury, as was evident during the official opening on Wednesday evening.

12/22/2023

Lombard Odier’s NextGen initiative wins key award

The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.

12/22/2023

Edmond de Rothschild corporate finance advises the private owners in the sale to a family office of a Residential building in the sixth Arrondissement of paris

The family property is a Haussmannian construction of superior quality dating from the late 19th century.

12/22/2023

Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards

The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.

12/22/2023

GAM Holding AG has been informed about the regulatory approval of the tender offer

GAM would like to thank all shareholders for their continued support and looks forward to creating long-term value and success for all our clients, shareholders and employees in 2024 and beyond.

12/22/2023

Deutsche Bank: Mountain of complaints causes huge trouble

Meanwhile , CEO Christian Sewing is trying to correct deficiencies in dealing with German private customers, which had already brought the financial regulator Bafin into action.

12/22/2023

Julius Baer Probed by Regulator Finma Over Signa Risk Lapses

Finma itself has faced criticism this year following the near-collapse of Credit Suisse.

12/21/2023

Majority consider wealth inequality to be too high in Switzerland

In terms of income inequality, Switzerland is internationally in the middle range, and this inequality hasn't increased significantly.

12/21/2023

Zurich structured product specialist opens Ticino office

The expansion will be headed by Laura Paganetti, who spent over 27 years at UBS.

12/21/2023

Natixis, H2O Face €717 Million Suit from Angry Investors

Reports about the illiquid investments triggered an investor flight at the time, prompting French regulators to order H2O to freeze some of its hard-to-sell funds.

12/21/2023

Private Markets 2024 Outlook: Adapting to Rising Rates

Thorough manager and deal selection, grounded in realistic assumptions, are crucial in this transformed market.

12/20/2023

TISE congratulates Guernsey sailor who mixed it with world’s best

TISE is currently celebrating its 25th anniversary year of operating a public market for bonds and equities and earlier this year launched a new private markets service.

12/20/2023

IN BRIEF: Arbuthnot extends tier two Proventus loan to GBP26 million

The loan is expected to be drawn June 3, 2024 and to mature June 3, 2034.

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