02/12/2019
MilleniumAssociates’ founder, Ray Soudah, recognised in industry awards
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
Wealth and Asset Management
02/12/2019
Savanta buys research division of Wealth-X
Savanta launched earlier this month with the merger of MIG Global’s research brands Morar HPI, Viga, Circle and Charterhouse into the new brand.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Harwood Wealth Management acquires independent financial advice business
The acquisition of Castleton is our second this financial year
02/11/2019
Are financial advisers the new life coaches?
CNBC points out that there’s a difference between financial coaching and counselling.
02/10/2019
UBS Brings in Fixed Bonuses for 10,000 Corporate Center Staff
The corporate center includes functions such as human resources and information technology.
02/08/2019
Credit Suisse freezes bonus pool after tough year of rebuilding
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Double life of a Sanlam Employee Revealed
Patricia Adewumi has just received a doctorate linked to the United Nations for her work
02/08/2019
Liechtenstein's VP Bank eyes further Luxembourg acquisitions
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/07/2019
Private banking: Wealthtech 2.0 – when human meets robot
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Equilibrium Asset Management aims for record headcount
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning
02/06/2019
Hedge fund founder gives record sum to Cambridge University
The gift is a significant sum for U.K. philanthropy, representing more than 10% of new money that universities across the country raised in the 2016-'17 academic year.
02/06/2019
Private bank Pictet gets 1 bln Sfr in net new money in 2018
The Geneva-based bank said Nicolas Pictet would resign as of September 1.
02/06/2019
Asset and wealth manager profit forecasts fall by up to 39%
Peel Hunt research
02/06/2019
WH Ireland warns higher costs may dent profits
WH Ireland said: "Market conditions continue to be challenging, affecting both divisions of the company.
02/05/2019
Profits rise at wealth manager
We believe the benefits of operating an integrated business allows us to secure great client outcomes while reducing clients' costs and delivering strong, sustainable shareholder returns.
02/04/2019
Global asset manager troubles set to continue
Judging by their investment habits and attitudes to money, they're also more skeptical of financiers and traditional investments.
02/04/2019
Julius Baer announces cost cuts as profitability lags
Our updated financial targets underscore our long-term ambition to pursue sustainable and profitable growth, and to deliver attractive capital returns to our shareholders
02/04/2019
Rothschild takes on corporate brokers with new unit
Move comes as companies try to deal effectively with more vocal investors