11/08/2023
What the Bank of England’s low growth forecast means for private banking
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
Sold in two tranches
11/08/2023
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
11/07/2023
Quarterly results
11/07/2023
The below table summarizes key capital, leverage and liquidity metrics for the quarter end 30 September 2023, also available in today’s earnings material published by UBS Group AG.
11/07/2023
UBS reports strong flows, significant integration progress and accelerated wind-down of non-core assets in 3Q23
11/07/2023
There has been some improvement in this rate since the end of Q3 – the figure for November was 0.59x, although most of the uptick relates to investor sales.
11/07/2023
With over half saying they would expect to retain services for a minority of clients’ dependents
11/07/2023
The deal gets Nikko AM a place on the board of Osmosis (Holdings) Limited and is described as a strategic partnership.
11/06/2023
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next generation of UHNWs.
11/06/2023
Backed by Tom Blomfield, Charles Delingpole, Matt Cooper and a host of other prominent investors
11/06/2023
This marked the third edition of this innovative learning programme developed in close cooperation with the leading business school INSEAD.
11/06/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a client-to-custody strategy.
11/06/2023
The programme combines the deep asset class expertise and leading investment management capabilities of its members
11/06/2023
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
11/06/2023
The bank faced charges of over $160 million in the High Court that it had made misrepresentations related to sales of subprime securities.
11/06/2023
This information emerges from the latest EY ITEM Club Outlook for Financial Services.
11/06/2023
Sergio Ermotti pointed his finger squarely at the cantonal banks not long ago.
11/06/2023
LGT Crestone is on the hunt for a family office specialist, and is planning to offer mortgage lending against mansions to cater to prospective clients.