12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
Wealth and Asset Management
12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
Fairstone acquires Hereford-based IFA firm
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.
12/07/2022
Swiss Activist Investor Unhappy With Credit Suisse Strategy
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
World’s Best Private Banks 2023
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
M&G boss: We want to be a top five player in the wealth market
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
Edinburgh wealth management firm’s latest acquisition takes growth to the Highlands
As part of the deal, the legal firm’s Directors will take on a minority stake in Edinburgh-headquartered Tweed Wealth Management.
12/05/2022
Canaccord Wealth UK CEO pauses major acquisitions
In an exclusive interview with Citywire Wealth Manager, the firm’s chief executive David Esfandi said the firm had no plans to make major buys in the immediate future.
12/05/2022
EQ Investors moves towards £2bn as new CEOs take charge
The wealth firm's AUM jumped by 21% in its latest annual update, as its new CEOs gear up to lead the business through the next stage of its growth.
12/05/2022
Redemption of UBS Group AG additional tier 1 instrument
UBS announced its intention to redeem the total outstanding USD 2.0bn additional tier 1 instrument on 31 January 2023
12/05/2022
Rosewood Wealth Management receives prestigious industry recognition
Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.
12/05/2022
Julius Baer renews partnership with Formula E
Bank Julius Baer has announced a multiyear extension of its collaboration with the ABB FIA Formula E World Championship until Season 12 in 2026.
12/05/2022
Quilter seeds Neuberger alternatives fund for Cirilium Blend range
REVEALED: Quilter Investors had provided seed capital for a Neuberger Berman absolute return fund which will be included in its Cirilium Blend range.
12/05/2022
Stonehage Fleming pays £9.9m to shareholders as profits rise 16%
It came as revenue at the family office jumped 17% in the year ended in March 2022 to £52.7m, up from the £45.1m same period in the prior year.
12/02/2022
SJP partner firm makes fifth acquisition
The deal will see the directors of Macleod & MacCallum WM take a minority stake in Tweed