07/31/2024
Berenberg successful signatory to the UK Stewardship Code
It is a decisive criterion for many institutional investors when selecting a suitable asset manager in the UK.
Wealth and Asset Management
07/31/2024
Intesa sanpaolo: consolidated results as at 30 june 2024
The solid performance of income statement and balance sheet in the first half of the year translated into significant value creation for all the stakeholders
07/31/2024
Deutsche’s Swiss CEO makes dive for first-class family offices
Loïc Voide talks hiring, cost-cutting, inflows and the need for quality over quantity from financial intermediaries.
07/31/2024
Bank Avera presents a pleasing half-year result for 2024
Bank Avera has reported very good results for the first half of 2024
07/31/2024
HSBC Holdings plc Interim Results 2024
We are confident that we have the right strategy and model to grow revenue
07/31/2024
The best private members’ clubs 2024
Welcome to the Spear’s ranking of the best private members' clubs for high-net-worth individuals
07/31/2024
Phoenix Group and Schroders to launch new private markets investment manager with £1bn initial commitment; up to £2.5bn over three years
This will provide scale at inception, with ongoing fundraising led by both Schroders and Phoenix Group.
07/31/2024
Julius Baer criticised by Monaco for poor client controls on transactions worth £135 million
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/30/2024
Schroders Capital launches AI analyst for private equity
Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
ZKB buys Complementa
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
Bank WIR grows faster than expected
The net profit from interest business also contributed to this.
07/30/2024
The fund groups which rely most on St James’s Place
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
Louise Street: “Family offices are now using gold for diversification”
Central banks and public institutions increased their global gold holdings by 183 tonnes
07/30/2024
Swiss Private Banking in Italian
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
SJP reports record FUA and increased inflows in first half of 2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
Standard Chartered: Second Quarter and Half-Year 2024 Results
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/29/2024
Amundi: 2024 1st half and 2nd quarter results
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.
07/29/2024
Geneva multi-family office merges with external asset manager
GSK & Partners and Swiss Financial House will join forces on 1 August.