05/09/2023
Succession Wealth buys Edinburgh-based IFA
Spence said there has been a huge amount of support from Succession to ensure a smooth process and they have “considerable experience” when it comes to successfully integrating firms.
Wealth and Asset Management
05/08/2023
UBS chief draws up Credit Suisse leadership shortlist
UBS in March agreed to take over its rival for 3 billion Swiss francs ($3.37 billion), assuming up to 5 billion in losses as part of a deal hastily arranged by Swiss authorities
05/08/2023
Can digitalisation democratise Swiss private banking?
Customers searching for banks to meet their everyday needs have seen an explosion of options in Switzerland, just as in almost every European country.
05/05/2023
Fear is the path to... underperformance?
In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.
05/05/2023
UK Enterprise Fund: Backing Female-Led Businesses
Meet three fantastic businesses set up by women that were backed by the UK Enterprise Fund, which we created with one of the most active growth capital investors in the UK.
05/05/2023
Banking stress gives Fed pause. ECB’s job is not yet done
As the debate over future policy and rate cuts continues, much will depend on the evolution of stresses in the banking system, as well as on the trajectory of inflation and growth.
05/05/2023
Lombard Odier wants to increase significantly in Private Markets
The Geneva-based private bank intends to expand its offering in the areas of private debt, venture capital and private equity.
05/05/2023
Geneva wealth manager weighs legal action against Liontrust deal
NewGAMe and Bruellan, which own 8.3% of GAM, believe Liontrust’s £96m deal undervalues the business.
05/05/2023
High-net-worth family preparing for the generational transfer of wealth
As the children grow older and become more acquainted with the family’s portfolio, they will be more involved in the review and decision-making processes of wealth stewardship.
05/05/2023
BOV Asset Management Limited launches the Global Multi-Asset Thematic 60 Fund
Investment Seminar for BOV front-liners held
05/04/2023
A Second Swiss State Bank in as Many Months
It also exerts a direct influence on things such as salary payments to Credit Suisse bankers.
05/04/2023
Jupiter changes benchmarks on two funds
Euro small-cap and sovereign opps fund
05/04/2023
Rathbones retains all Square Mile ratings following Investec W&I merger
One new rating
05/04/2023
LLB Group invests in Swiss market
The organisation will be re-oriented accordingly as of 1 July 2023.
05/04/2023
Board of GAM Holding AG recommends offer by Liontrust Asset Management Plc for all GAM shares
Board unanimously recommends offer from Liontrust Asset Management in the belief that this offer is in best interests of all stakeholders.
05/04/2023
GAM Holding AG announces full year 2022 results and results for the first quarter of 2023
The IFRS net loss after tax was CHF 290.0 million compared to a net IFRS loss after tax of CHF 23.3 million for the full year 2021.
05/04/2023
Liontrust to acquire GAM Holding AG
The Proposed Acquisition is expected to complete in the 4th quarter of 2023 Expands product
05/04/2023
Rathbones First quarter trading update
Rathbones remains on track to meet the operating margin targets provided in the 2022 preliminary results, supported by the successful delivery of Saunderson House synergies and the launch of an enhanced digital capability.
05/04/2023
Strong operating result for Valiant in Q1 2023
Valiant is on track with its plans to implement its Strategy 2020–2024 and is continuing on its growth trajectory.
05/04/2023
Swiss Re reports a first-quarter net income of USD 643 million
Swiss Re reported a net income of USD 643 million for the first quarter of 2023 as improved profitability in all main businesses absorbed large natural catastrophe losses and seasonally higher mortality in winter months.