11/13/2023
UBS: Swiss and Asia Wealth Share Grows
The rise was not evenly distributed and the rankings of geographies have been reshuffled, according to finews.asia analysis, with the region recording an increased share.
Wealth and Asset Management
11/10/2023
Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.
11/10/2023
UBS: Sell Hargreaves Lansdown and AJ Bell on consumer duty risk
Analysts at the Swiss bank predict that the FCA will shine a spotlight on platforms retaining a cash margin following the consumer duty, with HL and AJ Bell set to lose out.
11/10/2023
NatWest cancels £7.6 million of bonuses for ex-CEO Alison Rose — but she still gets £1.7 million
Another £2.8 million of bonuses and variable pay for this year has also been cancelled, bringing the total to £7.6 million.
11/10/2023
Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year
The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.
11/10/2023
Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/10/2023
Pension foundation picks EdR as custodian and Mirabaud as asset manager
It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.
11/10/2023
‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
11/10/2023
Women in Financial Advice Awards 2023: Winners' gallery
Photos from the awards ceremony held in London on 1 November
11/10/2023
Lombard Odier’s advertising campaign wins again
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/09/2023
Cooper Parry Wealth adds £220m AUM with latest acquisition
Third acquisition of 2023 for CPW and sixth for wider group
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.