04/04/2024
Wealth portfolios boosted in Q1 as inflation cools
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
Wealth and Asset Management
04/04/2024
EdRAM sells convertibles business to Kepler Cheuvreux subsidiary
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.
04/03/2024
Söderberg & Partners launches MPS on adviser platforms
There will be three options on offer: core, sustainable core and active core.
04/03/2024
Rathbones serves as official wealth management partner
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
04/03/2024
The top three challenges for German financial companies in 2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
Only third of HNWIs utilising new pension annual allowance
For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.
04/02/2024
EFG boss Pradelli is not targeting “old money” and is looking for new RMs
Former Julius Baer boss Boris Collardi has been on board since 2022.
04/02/2024
Valartis pays dividend despite loss
The financial result showed a loss of 8.5 million francs
04/02/2024
"Private banking jobs are a nightmare compared to investment banking jobs"
Private banking is simply much harder to deal with.
04/02/2024
UBS Group AG announces launch of new share repurchase program of up to USD 2bn
UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.
04/02/2024
Quintet 2023 net profit rises to €46.9 million
“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth
04/02/2024
How Partners Group can help UHNWs can harness the power of private markets
With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors
04/01/2024
Coutts support the UK’s interactive entertainment sector through sponsorship of the London Games Festival for the third year in a row.
Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.
04/01/2024
Mind the Gap! The unfair distribution of wealth in Europe
The extent to which wealth is unevenly distributed varies considerably from country to country too
03/28/2024
EFG’s Pradelli looks beyond Europe’s ‘old money’
EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.
03/28/2024
“Why would I not do it?” How our green retrofit mortgage slashed energy costs for a client
When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.
03/28/2024
Sergio Ermotti Rewarded with Mega Bonus for Mammoth Task
For comparison, his predecessor Hamers received a total compensation of 12.6 million Swiss francs in 2022.
03/28/2024
Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023
Strategic plan progress delivers strong, profitable growth
03/28/2024
Could it be time to change your wealth manager?
Most importantly, all this should be on your chosen terms.
03/28/2024
Geneva minnow is crowned best private bank in Switzerland
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?