09/21/2022
UBS and Vontobel are Tops in Digital Private Banking
Finnoconsult analyzed the digital competence of competitors in private banking, comparing 30 service providers from twelve countries.
Wealth and Asset Management
09/21/2022
Brooks Macdonald raises wages for low-income earners to combat cost-of-living crisis
Brooks Macdonald isn’t the only investment manager helping employees with big bills.
09/21/2022
Sanlam Wealth rebrands to Atomos
The rebrand was announced earlier this year.
09/20/2022
Three benefits of outsourcing your family office services
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
09/20/2022
BNP Paribas Wealth Management maintains its winning momentum with 5 more recognitions
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
09/20/2022
Oberon Investments appoints “Wealth Manager of the Year”
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.
09/20/2022
Global Wealth Report 2022 – record wealth growth in 2021 tapered by challenging 2022 market environment
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/20/2022
J. Stern & Co to launch Emerging Markets Debt fund investing in the bonds of high-quality emerging market companies
The Emerging Market Debt Stars Fund will provide an opportunity to generate a 5-6% total return, net of fees, over the medium term, from investing in the bonds of high-quality emerging market companies with strong fundamentals, lower inherent risks, and s
09/19/2022
Mercer International Inc. announces completion of a new €300 million sustainability-linked term revolving credit facility
The New Facility has a five year term, is unsecured and accrues interest at a rate of Euribor plus a stipulated margin.
09/16/2022
Is now a good time to back British Businesses?
The Founder and Executive Chairman of the UK’s most active growth capital investor told Coutts’ clients there were plenty of reasons to support British business despite the challenging economy.
09/15/2022
Brooks Macdonald posts record underlying profits and £800m inflows
FUM down by 4.8%
09/15/2022
SJP upgrades financial crime defence
The Napier platform can be delivered via public cloud, private cloud, or on premise.
09/15/2022
Kingswood set for 8 more acquisitions despite pre-tax loss
Operating profit was £4.5m, £1.5m higher than H1 2021.
09/15/2022
UBS Beset by Leadership Rumors
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
09/15/2022
BEKB opens a modernized location in Burgdorf
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.
09/14/2022
GBST to offer interactive tools to UK wealth market
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
09/14/2022
Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya
09/14/2022
PR for the UBS stock does not catch
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Expect further M&A acceleration in wealth management
Private equity backing on rise
09/14/2022
Brown Brothers Harriman’s Kleiser predicts more European asset managers will enter ETF market
‘The ETF wrapper is attractive for all types of reasons’