03/07/2023
Geneva wealth manager to merge with Brazilian multi-family office
The wealth manager Brainvest unites with KPC Consulatoria.
Wealth and Asset Management
03/07/2023
Asset and Wealth Management Will Unlock the Most Value for Goldman Sachs. Here's How
The stock is up close to 55% over the past three years.
03/07/2023
Schroders Personal Wealth adopts AI-based Aveni Detect platform
The adoption of the latest advances in generative AI, NLP and large language models will allow SPW to address all areas of the value chain
03/06/2023
Swiss fund manager GAM rushes to find buyer before results
Investment firm seeks deal after share price collapse and delay to earnings report
03/06/2023
AssetCo buys asset manager for £4.1mn
The acquisition is subject to approval by the Financial Conduct Authority and the Reserve Bank of India and the Securities Exchange Board of India, which AssetCo expects to complete by the third quarter of this year.
03/06/2023
UBS CEO Gets Bonus Boost
The CEO’s total compensation climbed to over 12.64 francs, consisting of 2.99 million francs in fixed salary and bonus components of 8.5 million francs.
03/06/2023
MWA Financial lands £15mn funding deal
The initial funding commitment is £8.5mn, with longer-term commitment of £15mn, and beyond, as the business grows.
03/03/2023
Schroders plc - Full-year results 2022
Net new business (NNB) was resilient at £(1.6) billion (excluding joint ventures and associates) given the volatile fourth quarter. 2023 has started positively, particularly in Schroders Solutions.
03/03/2023
Blackstone and Sixth Street Complete Sale of Kensington Mortgages to Barclays Bank UK PLC
Blackstone and Sixth Street jointly owned the business since 2015 during which time Kensington improved its processes and expanded its product offerings while achieving an extended period of accelerated growth.
03/03/2023
Stonehage Fleming Completes Acquisition Of Rootstock Investment Management
The transaction was previously announced on 21 October 2022.
03/03/2023
Liechtenstein bank Kaiser Partner joins SIX Digital Exchange for digital securities
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
03/02/2023
Patrick Odier in the FT: ‘Switzerland cannot hide behind neutrality’
The backbone of Switzerland’s fantastic banking wealth — and its, for some, questionable international reputation — is private banking.
03/02/2023
Lombard Odier reports full-year 2022 results, attracting net new money in a volatile environment
The Group’s total client assets stood at CHF 300 billion at end of 2022.
03/02/2023
Julius Baer announces successful completion of share buy-back programme
Under this programme, Julius Baer repurchased a total of 7,799,460 registered shares at an average price per share of CHF 51.29 for a total volume of CHF 400 million on a second trading line on the SIX Swiss Exchange.
03/02/2023
Edmond de Rothschild has advised the founders of Redslim in the opening of share capital to Andera Acto
The founding shareholders welcome Andera Acto to its capital, which will accompany the Group in the next stages of its development.
03/02/2023
Stifel upgrades Chrysalis to 'Hold' 22 days after 'Sell' call
Lessened derating
03/02/2023
Raiffeisen with very good annual result
The profit exceeds the previous year's result by 10.6 percent.
03/02/2023
‘Stress test’ year sees Schroders profits slide 14%
Market movements blamed for 4% AUM decline
03/01/2023
J. Safra Sarasin: «Takeovers Cannot Be Planned»
On earnings power alone, the bank performed admirably last year as net profit rose four percent to 440.2 million francs ($476.6 million) compared to the record year 2021.
03/01/2023
Results statement - full year to 31 December 2022 Rathbones
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.