03/28/2023
Interest rates rise but the peak could be close
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.
Wealth and Asset Management
03/28/2023
Why now could be the best time to be ISA ready
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.
03/28/2023
EFG announces the nomination of Philip Lofts as a new member of the Board of Directors
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
03/28/2023
Lombard Odier establishes a Corporate Advisory centre of expertise
In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.
03/28/2023
UBP Annual Report 2022
Message from the Chairman of the Board of Directors and the Chief Executive Officer
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'