02/16/2023
Bank Cler increases business success and annual profit
At CHF 176.3 million (-0.5%), gross income from interest operations was slightly below the previous year's figure.
Wealth and Asset Management
02/16/2023
UBP hosts Swiss Climate Foundation meeting
The Swiss Climate Foundation has a solid track record of supporting innovation in areas ranging from efficient agriculture, carbon capture and storage, and biomaterials to renewable energy and the circular economy.
02/16/2023
Rothschild & Co named Bank for Governments of the Year
This is the second consecutive year we have won this award.
02/16/2023
Standard Chartered’s FY2022 results in Africa and Middle East announced
Record performance for the bank in Africa and the Middle East
02/16/2023
Ex-Danske quartet to run new Janus Henderson Article 8 EMD fund
Hard currency strategy will reflect long-running fund overseen by Copenhagen-based team who were poached last autumn.
02/16/2023
Nordea scraps Nordic Ideas strategy in funds rethink
Asset manager rolls strategies together in order to simplify product offering, Citywire Selector has learned.
02/15/2023
Novia and Wealthtime join Finio integration hub
The partnership with Novia and Wealthtime is an important boost for the FINIO hub as it strengthens its grip on the platform data tech market.
02/15/2023
Succession makes first acquisition since Aviva takeover
Acquired firm G+E Wealth Management has one office in York and two in Leeds.
02/15/2023
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
02/15/2023
Rathbones Take Home Gold Again at Prestigious Citywealth IFC Awards
It is the third time in a row, and the sixth time over the last ten years that Rathbones has won Investment Management Company of the Year at the leading industry awards.
02/15/2023
SJP advisers owe company average of £111k each
The company's own website states there are 4,693 advisers within its network, and so dividing that figure by the total debt gets the £111,000 average figure.
02/15/2023
Family Offices: Young people are getting impatient
It surveyed family offices from the UK, US, Germany and Switzerland, who manage more than $98 billion in assets.
02/15/2023
A positive environment for hedge funds
The hedge fund industry entered a difficult phase in 2009 because dispersion stopped moving in the right direction.
02/15/2023
White & Case advises Fluxys on acquisition of Macquarie Asset Management stake in Open Grid Europe
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/14/2023
Planning during times of uncertainty is key to successful financial control says Belfast wealth management firm
Belfast-based Finlay Wealth Management marks its busiest year as clients seeking advice during economic uncertainty increase
02/14/2023
The most important tax-year end in decades? Seven ways to protect against the tax crunch
So if not done already then it’s definitely time for earners, savers and investors to review their tax position.
02/14/2023
Four from IQ-EQ in Private Client Global Elite directory
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
Chanel owners in fray to back Rothschild & Co’s private listing bid
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
VP Bank Expands its German Business
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse and Taurus enter into strategic partnership
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.