08/11/2023
Serge Fehr is Off and Running at Lombard Odier
All eyes in the Swiss financial industry are currently on Fehr, who headed private banking at Credit Suisse in Switzerland before his move.
Wealth and Asset Management
08/11/2023
UBS Group AG voluntarily terminates Loss Protection Agreement and Public Liquidity Backstop
Voluntary termination of CHF 9 billion Loss Protection Agreement and CHF 100 billion Public Liquidity Backstop with immediate effect
08/11/2023
The Disappearing Credit Suisse Trademark
The process has already begun.
08/11/2023
BofA upgrades Quilter and SJP on upside opportunities
Analysts at Bank of America believe growth in Quilter’s adviser headcount and a downward re-rating of shares in SJP pave the way for significant upside potential.
08/11/2023
Deutsche puts discretionary portfolios at centre of UK wealth growth
Alessandro Zoino explains how the team uses global investment expertise to build portfolios and where an ESG approach can still offer value.
08/10/2023
Fos tells Quilter to pay out over unnecessary adviser charges
There were also annual advisory reviews, charged at 0.25 per cent of the portfolio, with an adviser that is now part of Quilter.
08/10/2023
Stock Talk: ‘Sell’ Abrdn after poor results, says Deutsche
Our daily roundup of analyst and fund manager commentary on shares.
08/10/2023
Compagnie Bancaire Helvétique: Half-Year Figures 2023
The net new money inflow was supported by the recruitment of experienced relationship managers in CBH's Brazilian subsidiaries and in the Middle East region.
08/10/2023
Handelsbanken Norway expands and focuses on customer growth in wealth management – modernizing its wealth platform with Tietoevry
In addition, the Wealth platform from Tietoevry Banking will enhance self-service actionability, with 24/7 availability and the highest security standards.
08/10/2023
Schroders renames global fixed income desk and reshuffles manager lineup
Team now led by Julien Houdain
08/10/2023
Top Emerging Technologies in Wealth Management 2023
From a general perspective, a significant fact to point out is that two-thirds of business and technology professionals in wealth management firms are increasing their spending on emerging technologies
08/10/2023
VonLehman launches wealth management firm
Advisory firm VonLehman has launched its own wealth management company, VL Private Wealth.
08/10/2023
Odey AM and Brook AM to transfer significantly smaller funds as assets shrink by up to 68%
Investment Week analysis
08/10/2023
UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
08/09/2023
Wealth management 2.0 – the new way to manage your clients' finances
UK wealth managers look after £1.4 trillion in assets and are used by 2.4 million people in this country.
08/09/2023
JPMorgan Scales Back Geneva Family Office Ambitions
Geneva is one of JPMorgan's main hubs for private banking in Europe, along with London and Luxembourg.
08/09/2023
GAM Confirms No Delay to Upcoming EGM
The GAM Board has considered this request and determined not to delay the convened EGM, but to hold it on 18 August 2023, as announced.
08/09/2023
7IM moves London HQ as owner Caledonia hunts for buyers
The firm has relocated to 1 Angel Court from nearby 55 Bishopsgate.
08/09/2023
ABN AMRO reports net profit of EUR 870 million for Q2 2023
Net interest income benefitting from the higher interest rate environment, stood at EUR 1,622 million and fee income was stable.
08/09/2023
Revealed: Schroders rebrands fixed income team as Houdain takes charge
The new global unconstrained fixed income desk will be led by Julien Houdain. Several fund manager changes come with the rebrand.