02/02/2024
Breaking Julius Baer‘s String of Bad CEO Luck
But it is not a permanent step – and the bank wants to put a stop to internal appointments.
Wealth and Asset Management
02/02/2024
Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’
“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”
02/01/2024
Impact Investing Institute launches "Family Offices: Roadmap to Impact"
Through this work, the Impact Investing Institute hopes to accelerate the participation of wealthy families in the impact investing field.
02/01/2024
Presentation of the 2023 full-year results for the Julius Baer Group
The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.
02/01/2024
BEKB is growing solidly: Successful implementation of the strategy for a sustainable future
This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.
02/01/2024
SZKB Very pleasing annual results for 2023
In this challenging environment, SZKB achieved a very pleasing annual result for 2023.
02/01/2024
Mirova Gigaton Fund reaches $282m to accelerate clean energy access and climate action in emerging markets with support from the EIB
Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.
02/01/2024
GAM's Fund Management Services Transferred to Carne Group
Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.
02/01/2024
SJP to launch national brand advertising campaign
The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.
02/01/2024
Schroders Personal Wealth to launch new platform
This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.
02/01/2024
Ex-Waverton duo launch wealth firm with client profit promise
Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.
02/01/2024
Deutsche Bank reports 2023 profit before tax of € 5.7 billion and announces € 1.6 billion of proposed capital distributions to shareholders
Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense
01/31/2024
Quilter appoints new strategic partner Juniper Financial Planning to its network
The trio of financial planners all previously worked for The Munro Partnership, an IFA business based in Ayr, which became part of abrdn Financial Planning.
01/31/2024
Leonteq launches digital offering for insurance companies and announces its first agreement with CNP Luxembourg
The LynQs dashboard provides a broad overview of product information, including pricing, distance from the barrier and coupon payments.
01/31/2024
Nordea to outsource EMD portfolios amid ‘sub-par commercial results’
Closing in-house team as part of an ‘orderly transition’
01/31/2024
Progeny buys HNW chartered advice firm
With offices in Manchester and London, the firm offers tailored financial planning and asset management services to high-net-worth clients.
01/31/2024
Santander reports attributable profit of €11,076 million for 2023, meets all 2023 targets
In the fourth quarter, attributable profit increased 42% (+28% in current euros) versus the fourth quarter of 2022 to €2,933 million.
01/31/2024
Zwei Wealth teams up with partners from French-speaking Switzerland
This marks the fourth new partnership in a month.
01/31/2024
Evelyn Partners delivered record inflows, AUMA and operating income in 2023
For the 12-months ended 31 December 2023, the business achieved record gross inflows of £7.8 billion (2022: £5.4 billion).
01/31/2024
From cyber scams to hiring struggles: the future of Swiss private banking
Bosses from Mirabaud, Rothschild & Co and Oddo BHF Switzerland tackle the challenges which their industry is facing going forward.