05/17/2023
Ralph Hamers Leaves UBS a Nice Parting Gift
Some 77 percent of UBS personal banking clients and 81 percent of corporate and institutional clients are using its digital offerings.
Wealth and Asset Management
05/16/2023
GAM Bonuses Fall Victim to Takeover Plans
The decision is essentially a reflection of how quickly sales fell last year said CEO Peter Sanderson.
05/16/2023
Schroders wins gender diversity award for Best overall Board and Exco
We’re proud to have won an award for supporting a more gender-balanced workplace and a fairer business environment at the INSEAD Alumni Balance in Business (BiB) Awards 2023
05/16/2023
Cazenove Capital lays out voting best practice for asset managers
Schroders-owned wealth firm penned a six-point letter to 93 asset managers who oversee £30trn AUM
05/16/2023
Macquarie Asset Management acquires prime Dutch logistics facilities
The newly constructed 67,000m2 Lelystad property benefits from easy access to key transportation routes through the A6 highway and the CTU Flevokust barge terminal.
05/16/2023
Our commitment to family offices
UBP’s approach to family offices is to ensure that wealth, asset management and governance expertise is in place to meet the stated purpose of each family’s wealth.
05/15/2023
Outflows Stopped at Credit Suisse, UBS CEO Says
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/15/2023
EQT enters new market in private wealth with Nexus offering
EQT did not disclose a target for assets under management for EQT Nexus.
05/12/2023
Credit Suisse Cedes MSCI Spot to Insurer
Credit Suisse shares will be included in the MSCI Small Cap Index until they disappear completely when they are exchanged for UBS shares with the completion of the takeover.
05/12/2023
EFG President: «There is still a month left to recruit CS people»
That's about as long as it takes for the many employees at CS to know how things are going with them and their jobs.
05/12/2023
BNP Paribas details and strengthens its energy transition ambitions
It is one of BNP Paribas’ strategic priorities to make a significant contribution to the financing of low-carbon energies, mainly renewables, in order to support the broader economy’s transition away from fossil fuels.
05/12/2023
Schroders boss: Asset management must ‘come to the party and embrace risk’ to revive London markets
His comments come amid a period of soul-searching in the Square Mile as regulators and officials scramble to revive London’s listing market after a number of firms seemed to ditch the capital in favour of New York.
05/12/2023
Outflows Stopped at Credit Suisse, UBS CEO Says
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/12/2023
Perspective completes four deals amid “biggest ever” M&A pipeline
Perspective, which received backing from CBPE Capital in 2020, has established itself as one of the major consolidators in an ongoing wave of M&A activity in the UK’s wealth management sector.
05/11/2023
Hurst Point Group acquires independent wealth management and corporate solutions practice Helm Godfrey
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
Double Acquisition Establishes Northern Ireland Presence for Wren Sterling alongside further North-West Expansion
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.
05/11/2023
Accuro goes live with Objectway’s Investment Management Service Solution for private clients
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/11/2023
GAM Takeover Under Review
This condition makes the offer unfair to GAM shareholders.
05/10/2023
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Titanbay’s platform provides unparalleled access to top-tier private markets funds across vintages, strategies and geographies, allowing investors to build thoughtful and sophisticated private markets portfolios.
05/10/2023
Rothschild & Co: 2023 – 1st quarter release
Global Advisory: first quarter revenue down 21 per cent to €326.8 million1 (Q1 2022: €413.5 million), reflecting lower levels of completion activity in the quarter.