12/08/2023
Julius Baer and the Anatomy of Resignation
The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.
Wealth and Asset Management
12/08/2023
Lombard Odier: Top 10 Investment Convictions in 2024
And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.
12/08/2023
Unlocking the potential of modern wealth management
One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.
12/08/2023
Final operational merger of UBS and Credit Suisse approved
The merger is therefore expected to be completed in 2024, subject to regulatory approvals.
12/08/2023
The importance of responsible investing
Why we think it is important to look at all risk factors and opportunities when considering investments.
12/07/2023
Coutts Monthly update: A brighter month for markets
Markets have been bolstered by falling inflation and signs that interest rates have peaked.
12/07/2023
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
12/07/2023
Trust Company of the Year Shortlisting for Standard Bank 
Winners are selected based on the recommendations of a panel of judges, combined with votes from clients and industry peers.
12/07/2023
AJ Bell reports 'strong' results with 50% jump in pre-tax profits
33% increase in revenue
12/07/2023
Julius Baer renews partnership with the Elbphilharmonie Hamburg
Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.
12/07/2023
UBP House View - December 2023
Despite all the negative forecasts after 2022, which was a bleak year, risk assets have delivered good-quality returns across most asset classes.
12/07/2023
Societe Generale Said to Revive Sale of UK Private Bank Unit
Krupa has signalled SocGen will exit non-core businesses
12/06/2023
UBS Sells Jet That Caused Grounding of Ex-CS Chair
The purchase price is unknown.
12/06/2023
Impax launches Global Social Leaders Strategy
Impax believes that the investment opportunity to back companies that are benefiting from these societal trends is being undervalued by the market.
12/06/2023
HFMC Wealth completes acquisition of Harford Financial Ltd
The support team will be strengthened further with Anson Doneganalso joining the team.
12/06/2023
Skerritts adds £230m AUM with Chester adviser acquisition
Second deal under Paul Feeney took reigns at PE-backed firm
12/06/2023
One Swiss Bank will disappear from the stock exchange in March
At the same time, a special dividend of 23 cents per share was approved, which has already been distributed to the shareholders.
12/06/2023
LV= completes next phase of asset transition to BlackRock
The full transition of select LV= funds to BlackRock for management is due for completion in the first half of 2024.
12/06/2023
Zurich boutique to launch equity fund following Finma approval
Arvy’s new Ucits fund targets global equities and its top holding is Novo Nordisk.
12/06/2023
Columbia Threadneedle Investments enhances responsible investment offering with the launch of the CT (Lux) Global Social Bond fund
The launch complements Columbia Threadneedle’s existing UK and European strategies, providing investors with a wider choice of geographical remit for their social bond exposure.