03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
Wealth and Asset Management
03/09/2022
Quilter reports 28% profit growth
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Restrictions have lifted, but what do wealth management firms want as they return to offices?
Many of our clients are boutique financial services firms – for whom, as readers will know, reputation is everything.
03/09/2022
Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/08/2022
IQ-EQ shortlisted for four awards
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.
03/08/2022
Quilter launches 40 model portfolio funds in ambitious expansion
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.
03/08/2022
VP Bank Returns to Profit Growth in 2021
The proposed dividend of CHF 5.00 represents an increase of 25 per cent and underscores the profitability of VP Bank and the aim to provide an attractive dividend yield over the long term, which as at the end of 2021 stood at 5.2 per cent.
03/08/2022
Being a feminist doesn’t mean I’m anti-men – Natalie Campbell
Driving gender parity on International Women’s Day
03/08/2022
Why automated reconciliations are crucial for wealth managers
As a result, many firms are turning to digital transformation to help square the circle of improving data integrity and reporting
03/07/2022
UBS Has $200 Million Exposure to Russian Assets in Loans to Rich
Wealthy Russians with links to President Vladimir Putin have seen their assets frozen across the world
03/07/2022
Schroders launches two new equity funds with a focus on small and micro cap companies in the Nordic region
Schroders has successfully launched two new funds for investors focused on small and micro cap companies in the Nordics, a region which is characterised by cutting-edge technology and superior growth.
03/07/2022
UBP's ESG sovereign local-currency debt strategy
As emerging markets mature and grow, their ability to finance themselves through bonds issued in local currencies will increase, and, consequently, so will opportunities for investors.
03/07/2022
Women: the new faces of wealth
High profile women are increasingly in the spotlight for all the right reasons when it comes to charitable giving and creating foundations.
03/07/2022
Cyprus wealth manager targets key locations across Europe and beyond
Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad.
03/04/2022
UBP partners with CRUX AM
Through this partnership, CRUX will therefore advise UBP on the Bank’s Asia equity funds and mandates
03/04/2022
Credit Suisse Group Statement
Following the successful closure of the transaction, Credit Suisse requested non-participating investors to destroy documents relating to the matter, as stipulated in the NDA.
03/04/2022
Polin promises 'meaty' M&A for Sanlam after PE deal
The advice business will remain restricted, which he said would be positive for its clients and for its advisers.
03/04/2022
Russian Ties to Swiss Banks
The news outlet looked into relationships between a number of Russian oligarchs and companies to financial services companies in Switzerland by cross-referencing sanctions lists with leaked documents from the Pandora Papers and the Fincen Files.
03/04/2022
Triple Success for JTC
The Awards are now in their eleventh year and are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector and highlight the female leaders of today and tomorrow.
03/04/2022
Wealth manager makes fourth acquisition
Deal brings group AuM to £800m