07/06/2023
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.
07/06/2023
Quintet Private Bank
07/06/2023
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/05/2023
Even Coutts has joined the Woke blob.
07/05/2023
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
07/05/2023
This includes advisers who specialise in high-net-worth business.
07/04/2023
IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.
07/04/2023
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
During last month’s trial, the Federal Prosecutor's Office demanded a prison sentence of 21 months and a fine of 90 daily rates for the banker.
07/04/2023
UBS is looking to hold on to bankers with client relationships
07/04/2023
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.
07/03/2023
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
07/03/2023
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
The purchase price for the participation remains secret.
07/03/2023
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
In the US, tighter credit is curbing demand, while strong job markets and consumer savings are supporting it.
07/03/2023
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.