12/11/2023
M&G With Profits fund pours $20m into crypto platform
M&G’s flagship fund invests in GFO-X, the UK’s first regulated bitcoin derivatives exchange, on signs the crypto regulatory landscape has matured.
Wealth and Asset Management
12/11/2023
Lucerne boutique outsources portfolio management to focus on engagement
CSR Beratungsgesellschaft will take over the portfolio management of Ethius Invest’s fund, as the two sustainable investment specialists launch a partnership.
12/11/2023
Julius Baer scoops two Channel awards
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
12/11/2023
7IM buys financial planning firm Amicus Wealth
The addition of Amicus Wealth creates a group with a combined AUM of approximately £22bn, employing over 550 people.
12/11/2023
BNP Paribas Wealth Management Shares Key Investment Themes and Outlook for 2024
In addition, governments will need “to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/11/2023
Deutsche Bank completes € 450 million share buyback program
These distributions represent progress towards management’s goal to distribute around € 8 billion to shareholders in respect of the financial years 2021 - 2025.
12/08/2023
BNP Paribas Wealth Management presents its six most relevant investment themes for 2024
In addition, governments will need to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/08/2023
Geneva private bank is expanding in Zurich
The financial institution has hired three new relationship managers in the Zurich branch.
12/08/2023
Julius Baer and the Anatomy of Resignation
The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.
12/08/2023
Lombard Odier: Top 10 Investment Convictions in 2024
And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.
12/08/2023
Unlocking the potential of modern wealth management
One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.
12/08/2023
Final operational merger of UBS and Credit Suisse approved
The merger is therefore expected to be completed in 2024, subject to regulatory approvals.
12/08/2023
The importance of responsible investing
Why we think it is important to look at all risk factors and opportunities when considering investments.
12/07/2023
Coutts Monthly update: A brighter month for markets
Markets have been bolstered by falling inflation and signs that interest rates have peaked.
12/07/2023
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
12/07/2023
Trust Company of the Year Shortlisting for Standard Bank 
Winners are selected based on the recommendations of a panel of judges, combined with votes from clients and industry peers.
12/07/2023
AJ Bell reports 'strong' results with 50% jump in pre-tax profits
33% increase in revenue
12/07/2023
Julius Baer renews partnership with the Elbphilharmonie Hamburg
Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.
12/07/2023
UBP House View - December 2023
Despite all the negative forecasts after 2022, which was a bleak year, risk assets have delivered good-quality returns across most asset classes.
12/07/2023
Societe Generale Said to Revive Sale of UK Private Bank Unit
Krupa has signalled SocGen will exit non-core businesses