07/10/2023
Private bank CIOs reveal their worst calls in last 12 months
From UK equities to uninvestable Europe, chief investment officers of major European private banks talk frankly about the trades they missed or got wrong in the last 12 months.
Wealth and Asset Management
07/07/2023
ARC: Riskier wealth portfolios rebound as rate hike fears hit gilts
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Liontrust shareholders approve proposed acquisition of GAM
Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.
07/06/2023
Man Group to acquire Varagon Capital Partners
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
UBS plans strategic partnership with Swiss fintech Numarics
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/06/2023
The Quilter Foundation joins forces with social mobility charity The Brokerage
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.
07/06/2023
Lombard Odier strengthens its Swiss-German presence by opening a new office in Zug and hiring a strong team of experienced bankers
With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.
07/06/2023
Credit Suisse Rescuers are on a Justification Tour
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
Raymond James CEO promises Charles Stanley wealth managers ‘freedom’
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.
07/06/2023
Brown Shipley owner partners with BlackRock to boost investment capabilities
Quintet Private Bank
07/06/2023
Crestbridge Business Development professional recognised in Citywealth awards
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/05/2023
Coutts joins the Wokerati
Even Coutts has joined the Woke blob.
07/05/2023
Boris Collardi Wants to Make a Big Splash at EFG
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
07/05/2023
Emma Thomson: Getting the most from high-net-worth protection cases
This includes advisers who specialise in high-net-worth business.
07/04/2023
IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards
IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.
07/04/2023
Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
Surprising Turn in the Falcon Private Bank Case
During last month’s trial, the Federal Prosecutor's Office demanded a prison sentence of 21 months and a fine of 90 daily rates for the banker.
07/04/2023
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is looking to hold on to bankers with client relationships
07/04/2023
St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.