05/10/2023
ABN AMRO reports net profit of EUR 523 million for Q1 2023
In the first quarter of 2023 we delivered a very strong performance, with a net profit of EUR 523 million.
Wealth and Asset Management
05/10/2023
Fairstone continues expansion into Home Counties
Fairstone said the deal creates a foundation for further deal-making in the region and brings £450m of funds under management (FUM) to the group.
05/10/2023
Cazenove Capital continues regional expansion with new Bristol office
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders group, announces the opening of a new office to service its growing client base in Bristol and the South West.
05/09/2023
Rothschild & Co advises on four winning deals, The Banker Deals of the Year
Four of our transactions were named Deals of the Year by The Banker Deals of the Year, which considered deals completed in the 12 months to March 2023.
05/09/2023
Invesco places £3.6bn UK income fund duo ‘under close review’
While a renaissance for cheaper stocks has helped performance at Invesco, the group admits that few of its funds are consistently beating their benchmark in its latest value assessment report.
05/09/2023
Succession scoops up £170m Scottish IFA in M&A push
Edinburgh-based IFA Spence & Spence become the firm's second acquisition under Aviva's ownership.
05/09/2023
UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
05/09/2023
A Credit Suisse Star With a Cult Following Jumps Ship
With Pozsar's work closely tied to the problems that led to the banking turmoil in the US this year, many market observers wondered why the interest rate strategist had barely spoken recently.
05/09/2023
Succession Wealth buys Edinburgh-based IFA
Spence said there has been a huge amount of support from Succession to ensure a smooth process and they have “considerable experience” when it comes to successfully integrating firms.
05/08/2023
UBS chief draws up Credit Suisse leadership shortlist
UBS in March agreed to take over its rival for 3 billion Swiss francs ($3.37 billion), assuming up to 5 billion in losses as part of a deal hastily arranged by Swiss authorities
05/08/2023
Can digitalisation democratise Swiss private banking?
Customers searching for banks to meet their everyday needs have seen an explosion of options in Switzerland, just as in almost every European country.
05/05/2023
Fear is the path to... underperformance?
In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.
05/05/2023
UK Enterprise Fund: Backing Female-Led Businesses
Meet three fantastic businesses set up by women that were backed by the UK Enterprise Fund, which we created with one of the most active growth capital investors in the UK.
05/05/2023
Banking stress gives Fed pause. ECB’s job is not yet done
As the debate over future policy and rate cuts continues, much will depend on the evolution of stresses in the banking system, as well as on the trajectory of inflation and growth.
05/05/2023
Lombard Odier wants to increase significantly in Private Markets
The Geneva-based private bank intends to expand its offering in the areas of private debt, venture capital and private equity.
05/05/2023
Geneva wealth manager weighs legal action against Liontrust deal
NewGAMe and Bruellan, which own 8.3% of GAM, believe Liontrust’s £96m deal undervalues the business.
05/05/2023
High-net-worth family preparing for the generational transfer of wealth
As the children grow older and become more acquainted with the family’s portfolio, they will be more involved in the review and decision-making processes of wealth stewardship.
05/05/2023
BOV Asset Management Limited launches the Global Multi-Asset Thematic 60 Fund
Investment Seminar for BOV front-liners held
05/04/2023
A Second Swiss State Bank in as Many Months
It also exerts a direct influence on things such as salary payments to Credit Suisse bankers.
05/04/2023
Jupiter changes benchmarks on two funds
Euro small-cap and sovereign opps fund