04/04/2023
Credit Suisse CEO Ulrich Koerner: «A matter of deep personal regret»
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
Wealth and Asset Management
04/04/2023
Private Bank Maerki Baumann Ups Profit Despite Fewer Assets
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
An update from Rathbones
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
SNB's Vice-Chairman Sets Out His Priorities
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
The Syz Group Reports Strong Increase in Net Profit
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
VP Fund Solutions: Value-Holdings Deutschland Fund recognised at the Refinitiv Lipper Fund Awards
The fund invests in listed companies in Germany.
04/04/2023
All North American clients of Vontobel Wealth Management are now under one roof
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
Edmond de Rothschild Corporate Finance advises a Private owner on the sale of a logistics asset in Bernolsheim, France
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co hails first-ever annual profit - and says it has 'come of age'
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/03/2023
ERI wins in the Transaction Processing Solution category at the WealthBriefing European Awards 2023
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
04/03/2023
UBS shortlists four consultants for Credit Suisse integration
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract
04/03/2023
REYL Intesa Sanpaolo named "Best European HNW Team" by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Group.
04/03/2023
Julius Baer named best in the world for High Net Worth Individuals by Euromoney
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Evelyn Partners acquires Ashcroft Partnership LLP
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
WH Ireland shares drop as full-year trading misses forecasts
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
Ambitious wealth management firm makes sixth acquisition
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Gresham House Annual Results 2022
20% increase in AUM to £7.8bn, with strong organic growth.
03/31/2023
Family Offices See Opportunity in Wealthy, Under-Served France
As the nation’s rich have been slow to create vehicles for managing money, an industry group turns its focus to families based outside of Paris.