11/09/2023
Cooper Parry Wealth adds £220m AUM with latest acquisition
Third acquisition of 2023 for CPW and sixth for wider group
Wealth and Asset Management
11/09/2023
Julius Baer Walks on Eggshells in Italy
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
More bond managers should take FX risk: UBP selector
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
UBS Group's Wealth Management Inflows Show September Acceleration
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
11/08/2023
Private banking: maybe you do fit the profile!
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.
11/08/2023
ABN AMRO reports net profit of EUR 759 million for Q3 2023
Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.
11/08/2023
Iqbal Khans Surfs a Wave of New Money
It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.
11/08/2023
Ex-GAM chair on Liontrust, NewGAMe and what he would’ve changed
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
UBP doubles down on RMs to capture Southeast Asia wealth boom
The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.
11/08/2023
Titan Wealth Reaches change of control Milestonewith Parthenon Capital
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a comprehensive client-to-custody strategy.
11/08/2023
Titan Investment Solutions appointed to manage Tideway UCITS Funds ICAV
As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund.
11/08/2023
What the Bank of England’s low growth forecast means for private banking
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
Wealth managers and stockbrokers to face 'more assertive, intrusive' regulation, FCA warns
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
UBS offers first AT1 bonds since Credit Suisse takeover
Sold in two tranches
11/08/2023
The Value Of Personalised Private Banking For Business Leaders
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
11/07/2023
UBS reports $785m loss as Credit Suisse integration costs swell to $2bn
Quarterly results
11/07/2023
Credit Suisse (Schweiz) AG publishes select performance metrics as part of UBS Group AG’s third quarter 2023 results
The below table summarizes key capital, leverage and liquidity metrics for the quarter end 30 September 2023, also available in today’s earnings material published by UBS Group AG.
11/07/2023
UBS's third-quarter 2023 results
UBS reports strong flows, significant integration progress and accelerated wind-down of non-core assets in 3Q23
11/07/2023
Persimmon results see volume improve off a low base
There has been some improvement in this rate since the end of Q3 – the figure for November was 0.59x, although most of the uptick relates to investor sales.
11/07/2023
91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents