04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.
Wealth and Asset Management
04/21/2023
Wealth manager eyes growth with support from Third Financial
Third has helped Irwin Mitchell reach a point where it can now focus on growth.
04/21/2023
EFG reports record profit in excess of CHF 90 million for the first three months of 2023
This compares to CHF 202.4 million for full year 2022.
04/21/2023
Credit Suisse is Exiting its Global Head of Marketing
It is a somewhat surprising personnel decision considering UBS will apply its more decentralized structure with seven management positions to marketing.
04/21/2023
Raiffeisen publishes annual report 2022
The Raiffeisen Group's annual report contains detailed information on the 2022 balance sheet and income statement as well as on corporate governance and the banking group's sustainability performance.
04/21/2023
Rothschild & Co, HEC Paris and the HEC Foundation team up to develop sustainable finance
Their goal is to develop research into impact finance and support the collective effort to promote the ecological transition of the global economy.
04/20/2023
LGT launches digital development hub in Barcelona
LGT Private Banking is pursuing a new, comprehensive and cross-departmental digitalisation strategy.
04/20/2023
Irwin Mitchell AM inks Third Financial deal to expand its offerings
IM Asset Management announces deal extenstion with platform
04/20/2023
Credit Suisse and Softbank Square off in London
Credit Suisse accuses Softbank of knowing about Katerra's restructuring in 2020 which, according to documents filed in the US in 2021, made the funds inaccessible to Credit Suisse investors.
04/20/2023
Mattioli Woods acquires Doherty Pension & Investment Consultancy Limited
Based in central Belfast, Doherty’s is one of the largest financial planning practices in Northern Ireland working with over 1,300 clients and with assets under management of circa £625 million.
04/20/2023
What's Behind the ETF Outflows at UBS and Credit Suisse?
In the case of UBS and Credit Suisse, a rising tide did not lift all boats, with UBS ETFs experiencing net outflows of two billion euros, followed by Credit Suisse with Europe's second-largest outflows of 179 million.
04/20/2023
Banque Havilland announces the sale of its institutional banking activities to Banco Inversis
The colleagues working for this business area will be transferred to Inversis, at unchanged conditions and benefits, in the same time frame.
04/19/2023
OWIN 2023: the future of wealth management between growth and sustainability
Customer needs and market trends evolve continuously: innovation is the driving force of adaptation to change and a key ingredient for long-term sustainability and growth”.
04/19/2023
Citi Estimates Post-Takeover Outflows at CS
In the worst-case scenario, the estimated figure could reach one-third, or 162 billion francs, due to cultural differences between UBS and Credit Suisse leading to increased attrition or rivals successfully luring bankers and clients.
04/19/2023
Ecospend joins PIMFA WealthTech as Innovation Partner to pioneer new Open Finance solutions for the wealth sector
It has processed over £12bn in payments for HMRC and has recently gone live with its unique offering for one of the UK’s largest investment platforms.
04/19/2023
Zug consolidator invests in Geneva independent asset manager
Quaestor Coach specialises in the acquisition and development of wealth and asset management firms.
04/19/2023
Citadel discloses chunky St James’s Place short bet
According to FCA data, Citadel Advisors Europe had a 0.5% short position against the wealth management group on 12 April.
04/18/2023
Latest News from Tatton Investment Management: Return of calm bodes well for Spring
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.
04/18/2023
Tidjane Thiam Fights to Defend His Identity
The bank is now in the process of being taken over by arch-rival UBS.
04/18/2023
New mortgage club launches for HNW clients
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.