03/28/2023
UBP Annual Report 2022
Message from the Chairman of the Board of Directors and the Chief Executive Officer
Wealth and Asset Management
03/28/2023
Shore Capital predicts Rathbones share jump despite ‘little growth’
Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.
03/28/2023
Digital Customer Experience and Wealth Management: time to act
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
03/28/2023
M&G Wealth adds CGT tool to platform
The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.
03/28/2023
Insecurity Spreading Among UBS Bankers
This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management
03/27/2023
Finma Chair Accuses Credit Suisse of Lacking Cooperation
While the regulator intervened with the bank very early on and initiated numerous procedures, Credit Suisse cooperated poorly and refused to draw the necessary consequences.
03/27/2023
Serge Fehr is Making Credit Suisse Nervous. Again.
That Lombard Odier refrained from its customary pre-announcement of a designated partner is an indication of the nervousness accompanying the personnel change, and all the more remarkable since Fehr's departure from Credit Suisse has been known for s
03/27/2023
St James’s Place set for UAE licence
Firm has received in-principle approval to open an office in the Dubai International Financial Centre
03/27/2023
SEI Extends Relationship with Evelyn Partners
Five-Year Extension Reflects Strength and Longevity of Strategic Partnership
03/27/2023
Jefferies downgrades UBS despite ‘compelling’ CS deal maths
Analysts have downgraded UBS from ‘buy’ to ‘hold’, saying the acquisition of Credit Suisse throws up considerable short-term integration risks, but looks ‘attractive’ on a three-year view.
03/27/2023
Top 50 IAM merges with fiduciary services firm
Swisspartners Group expands its fiduciary business in Switzerland by fusing with NRS Treuhand.
03/27/2023
Is the future of the wealth management industry here?
Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.
03/27/2023
Former chief regulator slams Credit Suisse regulation - reports
The bank's shareholders were deprived a of a vote on the takeover, and received one share in UBS for every 22.48 shares they owned.
03/27/2023
Rahim Daya: «Clients aren’t asking questions about Switzerland»
He gives us insight into how his clients feel about the failure of Switzerland’s second-largest bank.
03/24/2023
Reaction: BoE’s next move divides investors after ‘forced’ hike
Wealth managers dissect the Bank of England's quarter percent interest rate rise and disagree on how close we are to the end of the hiking cycle.
03/24/2023
Swiss regulator justifies decision to wipe out $17bn of Credit Suisse AT1 bonds
'A viability event'
03/24/2023
British billionaire to offer $5bln against Qatari bid for Man United
The record-breaking bid comes after the deadline was extended late Wednesday night, as Qatar’s Sheikh Jassim bin Hamad al-Thani and Brit Sir Jim Ratcliffe vie for control of rival to Abu Dhabi-owned Manchester City
03/24/2023
Russell Andrews: Why the wealth continuum is no longer relevant
The concept of the wealth continuum has two main drivers: commercial effectiveness and client complexity.
03/24/2023
BTG Pactual acquires 100% of FIS Privatbank S.A. in Luxembourg
Transaction is subject to regulatory approval
03/24/2023
How does the banking crisis impact the market outlook in 2023?
As the impacts of the banking crisis unfold our experts explore three possible scenarios and what it means for financial markets.