03/21/2023
“We've seen a coordinated global response”
Coutts’ investment experts gave their views on current market volatility at an exclusive client event.
Wealth and Asset Management
03/21/2023
Banking sector: A drop in confidence but not a systemic shock
Volatility within the banking sector is due to very specific issues with the banks affected. We would therefore not expect it to become a deeper, industry-wide issue.
03/21/2023
Blockchain adoption to ‘come naturally’ in wealth management
Alex Cowan-Sanluis, CEO of Platform One, on how blockchain could be a game-changer for the industry, and which hurdles it has to overcome first.
03/21/2023
What does the private bank of tomorrow look like?
Working with people
03/21/2023
Cazenove Capital’s CEO named Top 50 Most Influential in 2023 UK Wealth Management rating
The firm now operates from six offices outside of London, having added Manchester, Birmingham and Bristol to its previous locations in Edinburgh, Oxford and Chester.
03/21/2023
IQ-EQ’s Gwenllian Le Blond wins Silver in Citywealth’s 2023 Powerwomen Awards
Outside of work, Gwenllian is a founding member of the Guernsey Women’s Collective, which champions women’s rights locally.
03/21/2023
Partners Group reports continued management fee growth; performance fees in line with guidance; dividend up 12% to CHF 37.00 per share
Total revenues are composed of management fees and performance fees.
03/21/2023
JPMorgan’s Nutmeg boss on the future of wealth management
Financial News asks the man in charge what the Wall Street giant sees in a comparative minnow in the UK
03/21/2023
Shore Capital: Ditching LTA is ‘major positive’ for UK wealth managers
Analyst Ben Williams predicts a ‘massive’ boost to business even if Labour reverses pensions changes.
03/21/2023
Early generation entrepreneurs drive the outperformance of family businesses
Despite more conservative spending on research & development, evidence also shows family-owned companies can transform an innovative idea into a profitable proposition more effectively than non-family-owned companies.
03/21/2023
Olivier de Perregaux: «When the Storm Hits, It's Too Late»
When it comes to dealing with Russian assets, the authorities are sending out delicate signals, Olivier de Perregaux says in an interview with finews.asia.
03/21/2023
Asset managers need to cut the jargon, JP Morgan manager says
JP Morgan Asset Management boss Patrick Thomson said it is important wholesalers to wealth managers deliver a “huge choice” of products.
03/21/2023
Swiss asset managers digest ‘strange’ Credit Suisse deal
The lack of a vote for shareholders and the write-off of AT1 capital are two talking points.
03/20/2023
Deutsche Bank reports continued delivery of transformation in 2022 and clear targets for 2025
Our 2022 Annual Report underlines how far we have come in transforming Deutsche Bank
03/20/2023
Credit Suisse and UBS to Merge
Until consummation of the merger, Credit Suisse will continue to conduct its business in the ordinary course and implement its restructuring measures in collaboration with UBS.
03/20/2023
UBS to acquire Credit Suisse
Transaction creates significant sustainable value for UBS shareholders
03/20/2023
UBS takes over Credit Suisse secured by state guarantees
The merger of the two major Swiss banks will create a banking group with around 5 trillion US dollars in assets under management.
03/20/2023
LGT reports sharp rise in profit and strong net asset inflows in 2022
Personnel expenses were almost unchanged at CHF 1.32 billion, reflecting organic growth and the acquisition of Crestone
03/20/2023
Julius Baer publishes Annual Report 2022 and Sustainability Report 2022
Additional factors could cause actual results, performance or achievements to differ materially.
03/20/2023
PIMFA welcomes abolition of pensions lifetime allowance
Going forward, it is vital that any future policy should not negatively impact on the ability of people to save and invest and we would encourage the Government to look at other areas – particularly those that disincentivise individual share ownersh