03/07/2022
Women: the new faces of wealth
High profile women are increasingly in the spotlight for all the right reasons when it comes to charitable giving and creating foundations.
Wealth and Asset Management
03/07/2022
Cyprus wealth manager targets key locations across Europe and beyond
Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad.
03/04/2022
UBP partners with CRUX AM
Through this partnership, CRUX will therefore advise UBP on the Bank’s Asia equity funds and mandates
03/04/2022
Credit Suisse Group Statement
Following the successful closure of the transaction, Credit Suisse requested non-participating investors to destroy documents relating to the matter, as stipulated in the NDA.
03/04/2022
Polin promises 'meaty' M&A for Sanlam after PE deal
The advice business will remain restricted, which he said would be positive for its clients and for its advisers.
03/04/2022
Russian Ties to Swiss Banks
The news outlet looked into relationships between a number of Russian oligarchs and companies to financial services companies in Switzerland by cross-referencing sanctions lists with leaked documents from the Pandora Papers and the Fincen Files.
03/04/2022
Triple Success for JTC
The Awards are now in their eleventh year and are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector and highlight the female leaders of today and tomorrow.
03/04/2022
Wealth manager makes fourth acquisition
Deal brings group AuM to £800m
03/04/2022
'Every morning we wake up to new sanctions': Inside a Russian private bank
A Russian private banker provides a unique insider's account of how they are having to redraw their approaches daily as new restrictions are placed on the country following its invasion of Ukraine.
03/04/2022
Private banks and investment firms face Russian client dilemma
As the net tightens around Russian wealth following the outbreak of war, investment firms need to pay close attention to their client banks to make sure they are not caught up in the crisis.
03/03/2022
Hansard Global results
All figures refer to the six months ended 31 December 2021 (“H1 2022”), except where indicated.
03/03/2022
Pictet latest to suspend Russia fund
The suspension will be lifted "as soon as market conditions allow".
03/03/2022
Quilter Foundation supports DEC Ukraine Appeal with £100,000 donation
Every pound donated by the UK public will be matched by the UK government through its Aid Match scheme up to the value of £20 million.
03/03/2022
Schroders - Full-Year Results 2021
Delivering excellent investment performance is always our primary focus; it was pleasing that 79% of assets outperformed on a three-year basis.
03/03/2022
Raiffeisen profit rises
The provisioning ratio for 2022 is expected to be around 40 basis points.
03/02/2022
Julius Baer launches new share buy-back programme
The shares will be bought via a second trading line on the SIX Swiss Exchange.
03/02/2022
Pâris Bertrand merger contributes to soaring Rothschild & Co Europe WM profits
It announced a €2.75 total dividend, including a €1.60 special dividend.
03/02/2022
Aviva acquires wealth manager
Significantly enhances Aviva’s position in the fast-growing UK wealth market
03/02/2022
Nordea Asset Management to shed Russian investments
The move is announced as a measure to prevent the investor retreat from the country after sanctions by the US
03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.