02/08/2023
Investec W&I seals deal for Scottish wealth firm
The acquisition of Edinburgh-based Murray Asset Managements adds 20 staff to Investec W&I's Scottish division.
Wealth and Asset Management
02/08/2023
Jupiter cuts investment in unlisted assets for open-ended funds
Change in investor sentiment
02/08/2023
Credit Suisse's Banker Bonus Installment Plan
Earlier, there had been reports of the postponement of bonus talks among employees of the investment bank at the managing director and director levels.
02/07/2023
Mattioli Woods sees 45% increase in pre-tax profit
The company announced a 6 per cent increase in interim dividend of 8.8p per share, up from 8.3p in the first half of the year.
02/07/2023
Chris Field no longer manager of Liontrust UK Focus
REVEALED: Chris Field is no longer managing Liontrust UK Focus, after the fund has been hit with nearly £1bn of outflows over three years.
02/07/2023
Credit Suisse Delays Some Banker Bonus Talks
In addition, several rules have been changed with the apparent intention of striking a balance between cuts and incentives to stay with the bank.
02/07/2023
BNP Paribas Group: Results as at 31 December 2022
The Board examined the Group’s results for the fourth quarter 2022
02/06/2023
Julius Baer announces new global image campaign
The aim of the campaign is to generate brand visibility and awareness in Julius Baer’s key markets, providing the frame to all promotional activities that shape the perception of the Group as a personal, forward-thinking, and trusted wealth manager.
02/06/2023
Rothschild & Co has been informed of Concordia’s intention to file a simplified tender offer for the Rothschild & Co shares
The dividend would be paid on 31 May 2023 with an ex-dividend date on 29 May 2023.
02/03/2023
Ten entrepreneurs shortlisted to receive UBS’s 2022 Female Founder Award
The award shines a spotlight on early-stage, women-led companies who are breaking boundaries in the world of financial and enterprise technology
02/03/2023
UBS included in Bloomberg’s Gender-Equality Index for eighth consecutive year
UBS has announced that for the eighth consecutive year, the firm has been included in the 2023 Bloomberg Gender-Equality Index
02/03/2023
Van Lanschot Kempen enters into strategic partnership with Robeco and acquires online investment platform
The online distribution platform for investment services of Robeco Retail will merge with Evi van Lanschot.
02/03/2023
PKB launches its new strategy and brand identity
The human-centered approach is rooted in PKB’s strategy, both in terms of attention to the employees as well as in its capacity to dedicate time and experience to listen to clients’ needs and aspirations helping them to thrive.
02/03/2023
Stonehage Fleming XV: Inaugural Cohort Revealed
This new UK initiative recognises women in leadership roles for their broad contribution, exhibiting all the positive characteristics of Stonehage Fleming’s Four Pillars of Capital.
02/03/2023
Year-end tax planning with an international twist
From April 2023, there will be a new consideration: a hike in corporation tax to 25% from 19%, which could affect how much tax is paid on rental income and gains.
02/03/2023
Top 50 IAM takes stake in Lugano family office
The firm announced a merger with another independent asset manager last year.
02/03/2023
ONE swiss bank: H2 and Full-year 2022 financial result
This goal was actually achieved in less than 18 months – despite the well-known series of shocks that severely impacted financial markets in 2022.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.
02/02/2023
Presentation of the 2022 full-year results for the Julius Baer Group
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.