08/15/2023
Deutsche Bank’s Asset Manager Targets ‘Holy Grail’ of World’s Ultra Rich
DWS Group is designing bespoke opportunities for its private wealth channel.
Wealth and Asset Management
08/15/2023
Swiss top global wealth rankings
Switzerland was followed in the rankings by the US and Hong Kong.
08/14/2023
HNWIs consider working for longer following LTA reforms
It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.
08/14/2023
Gam Cancels The Egm Scheduled For 18 August 2023
The Board continues to consider the interests of all GAM shareholders and other stakeholders.
08/14/2023
Eastern Swiss regional bank increases profit by half
Income from the commission and service business fell by 1.8 percent to CHF 5.8 million
08/14/2023
15 firms circle Close’s wealth business
The bidding process for Close Brother’s UK wealth process has kicked off, with 15 firms expressing interest in the business.
08/14/2023
Redburn and Atlantic Equities complete their combination to form Redburn Atlantic
The combined teams comprise over 90 research analysts, 43 distribution and 14 corporate access professionals.
08/11/2023
Serge Fehr is Off and Running at Lombard Odier
All eyes in the Swiss financial industry are currently on Fehr, who headed private banking at Credit Suisse in Switzerland before his move.
08/11/2023
UBS Group AG voluntarily terminates Loss Protection Agreement and Public Liquidity Backstop
Voluntary termination of CHF 9 billion Loss Protection Agreement and CHF 100 billion Public Liquidity Backstop with immediate effect
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
BofA upgrades Quilter and SJP on upside opportunities
Analysts at Bank of America believe growth in Quilter’s adviser headcount and a downward re-rating of shares in SJP pave the way for significant upside potential.
08/11/2023
Deutsche puts discretionary portfolios at centre of UK wealth growth
Alessandro Zoino explains how the team uses global investment expertise to build portfolios and where an ESG approach can still offer value.
08/10/2023
Fos tells Quilter to pay out over unnecessary adviser charges
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
08/10/2023
Stock Talk: ‘Sell’ Abrdn after poor results, says Deutsche
Our daily roundup of analyst and fund manager commentary on shares.
08/10/2023
Compagnie Bancaire Helvétique: Half-Year Figures 2023
The net new money inflow was supported by the recruitment of experienced relationship managers in CBH's Brazilian subsidiaries and in the Middle East region.
08/10/2023
Handelsbanken Norway expands and focuses on customer growth in wealth management – modernizing its wealth platform with Tietoevry
In addition, the Wealth platform from Tietoevry Banking will enhance self-service actionability, with 24/7 availability and the highest security standards.
08/10/2023
Schroders renames global fixed income desk and reshuffles manager lineup
Team now led by Julien Houdain
08/10/2023
Top Emerging Technologies in Wealth Management 2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
VonLehman launches wealth management firm
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Odey AM and Brook AM to transfer significantly smaller funds as assets shrink by up to 68%
Investment Week analysis