07/29/2024
Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist
The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.
Wealth and Asset Management
07/29/2024
S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
Future Leaders Awards Shortlist 2024
Accountant of the Year – Associate
07/26/2024
Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.
07/26/2024
Man Group Half year results
We were also pleased to record net inflows of $0.9 billion during another challenging period for asset raising in the industry.
07/26/2024
UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team
Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.
07/26/2024
Jupiter investors accelerate exodus over departure of star stock-picker
Pre-tax profits meanwhile rose 11 per cent per cent to £38.7m.
07/25/2024
Management buy Credit Suisse insurance investing boutique from UBS
The sale of Credit Suisse Insurance Linked Strategies is expected to close later this year.
07/25/2024
Wealthy individuals leaving UK and relocating to Italy says top lawyer
There is also a significant migration to Italy from other EU countries and Latin America
07/25/2024
Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry
Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.
07/25/2024
Presentation of the 2024 half-year results for the Julius Baer Group
Julius Baer is now regaining its momentum.
07/25/2024
Bellevue Group reports net profit
Half-year results for 2024
07/25/2024
Wealth management is rife with conflicts of interest. Fee-based investment is the way forward
The challenge lies with the need for consumers to distinguish the services worth paying for.
07/25/2024
Alternative Assets: Objectway Client Portal Debuts with Sagitta Sgr
The new tool developed by Objectway
07/24/2024
Deutsche Bank reports first-half 2024 profit before tax of € 2.4 billion; € 3.8 billion excluding Postbank takeover litigation provision
These results reflect Deutsche Bank’s operating strength. In the first half year our underlying profitability was the highest since 2011, which demonstrates the success of our strategic execution.
07/24/2024
UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team
Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.
07/24/2024
Morningstar: UBS’ Wealth, AM Profit Share to Rise
Already dominant businesses within UBS, wealth and asset management are forecasted to become even greater profit contributors following the integration with Credit Suisse.
07/24/2024
EFG International Record profit
All of EFG’s business regions recorded net inflows, and the new CROs who joined EFG since 2022 made a significant contribution of CHF 4.5 billion to net new assets.
07/24/2024
Act global, think central Switzerland – interview with Marco Arnold
This means Bank Lombard Odier is and will remain, a safe haven for its clients' wealth management and investment business.