11/10/2021
Rothschild & Co: 2021 – 3rd quarter release
Record quarterly revenues driven by strong market conditions across all three businesses
Wealth and Asset Management
11/10/2021
ABN AMRO reports net profit of EUR 343 million in Q3 2021
Net profit in Q3 2021 was EUR 343 million, delivering a 6.5% return on equity (7.8% excluding CIB non-core) despite continued pressure on net interest income and a EUR 217 million provision for revolving consumer credit.
11/09/2021
Tilney S&W adds Northumberland adviser to succession programme
Tilney Smith & Williamson has provided financial planning services to its clients, which include families, business owners and charities, in Newcastle for 10 years and with the team joining from Explore Wealth Management now has 22 people based in the
11/09/2021
Wealth manager Succession joins industry deal rush with £400m sale plan
The private equity backer of Succession Wealth has hired bankers from Evercore to undertake a review of options for the business, Sky News learns.
11/09/2021
Odyssey CEO runs 50km race to raise money for kids with cancer
Your donation will help to change the life stories of the children who are battling the toughest fight, cancer.
11/09/2021
Credit Suisse to Build on Strengths but Profit Improvement Delayed
Credit Suisse has traditionally allocated a greater proportion of capital than global peers to investment banking, which tends to generate volatile earnings.
11/09/2021
Ocorian shortlisted for Family Office Services of the Year
Online voting counts for ten per cent of the vote and the remainder is made up from Citywealth's panel of private wealth judges.
11/09/2021
Canaccord UK wealth assets top £33bn on Adam & Co buy
Assets under management at Canaccord Genuity Wealth Management rose by 3.8% to £33.6bn in the three months to the end of September.
11/08/2021
The Aussie who’s turning the Queen’s bank green
Since 2016, this ex-NAB banker has been the boss of Coutts, the 300-year-old private bank used by the Royal family and most of England’s landed gentry.
11/08/2021
KPMG eyes larger piece of UK's asset management pie as it lures EY and UBS veterans
He will support the growth of KPMG’s Technology Enablement capability
11/08/2021
Abrdn lines up £1.5bn Interactive Investor deal
Asset manager in exclusive talks to buy UK’s second-largest D2C investment platform.
11/08/2021
Credit Suisse announces referral arrangement for Prime Services customers with BNP Paribas
Credit Suisse will support affected customers as they select alternative Prime Services providers of their choice.
11/08/2021
Howzat? SJP builds partnership with the Barmy Army
The revelling band of England cricket supporters has teamed up with St James’s Place in a new marketing partnership.
11/08/2021
Wealth firms moving north to entice workers and offer London alternative
Jack Anderson, a consultant specialising in wealth management at Core-Asset, has witnessed his predictions for the Private Wealth industry playing out in real time.
11/07/2021
The Big Interview: David Durlacher, CEO of Julius Baer International
David Durlacher is the chief executive of wealth-manager Julius Baer International, responsible for its business in the UK and Guernsey.
11/07/2021
Abrdn in £1.5bn talks with Interactive Investor
The companies are still discussing terms, and the talks could collapse without an agreement.
11/05/2021
TBC Bank wins multiple awards for Best Private Banking in Georgia
“We are delighted to receive these distinguished awards in recognition of our excellent track record in delivering sophisticated and personalized private banking services, with a strong focus on digital offerings.”
11/05/2021
Credit Suisse shutters prime broking after $5.5bn Archegos hit in pivot towards wealth management
Swiss bank looks to put multiple scandals behind it with strategy shift
11/05/2021
REYL & Cie named "Best Private Banking Boutique in Europe"
The judges highlighted the results achieved by the REYL Group, which increased its assets under management and the number of its employees for the 19th and 16th consecutive years respectively.
11/05/2021
LGT receives accolades for sustainable investing
LGT performed very well at the World’s Best Private Banks Awards, which was organized by the internationally acclaimed financial magazine Global Finance.