02/02/2023
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.
Wealth and Asset Management
02/02/2023
Presentation of the 2022 full-year results for the Julius Baer Group
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.
02/02/2023
Julius Baer Reclassifies Russian Assets
The bank has credit exposure to a single-digit number of clients subject to these sanctions.
02/02/2023
UBP partners with Brigade Capital Management to widen its liquid alternative offering
It is supported by Brigade’s investment team, including 33 sector analysts and 12 structured credit specialists.
02/02/2023
Lombard Odier partners with Swiss pension specialist
Lombard Odier said that many people now expect flexible, individualised pension plans.
02/02/2023
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.
02/02/2023
Deutsche Bank reports 2022 profit before tax of € 5.6 billion
Profit before tax was € 5.6 billion in 2022, up 65% over 2021.
02/02/2023
LGT Capital Partners opens administrative presence in Luxembourg
New office to serve LGT Capital Partners’ alternative funds
02/02/2023
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
02/01/2023
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
02/01/2023
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
02/01/2023
Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022
Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.
02/01/2023
Spotlight on Growth Momentum in Asia
Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows
02/01/2023
Grabbing pension tax relief by using carry forward allowances grows in importance
As the end of the tax year on 5 April fast approaches, savers and investors need to think about whether they are using their allowances to maximum effect.
01/31/2023
M&G Wealth unveils investment app
The minimum investment is £500 and is only available to UK residents.
01/31/2023
Alan Boswell Group buys finance firm ARW Wealth Managers Ltd
As part of Alan Boswell Group's expansion plans, two new directors joined the board last year to help steer the company through its next phase of development.
01/31/2023
Interest rate gains help UBP balance acquisition costs
Adrian Künzi, head of wealth management European markets, explains what the Swiss bank looks for when selecting acquisition targets.
01/31/2023
UBS's fourth-quarter and full-year 2022 results
2022 net profit of USD 7.6bn, 17.0% return on CET1 capital
01/31/2023
Schroders Family Office and Schroders Capital sponsor inaugural London Business School family office conference
Participants will be single-family office executives, Head of Private Equity or Head of Alternative Investment and the families that they support.