07/01/2022
Tax ranking 2022: Schaffhausen climbs six places for private individuals; Valais and Jura become more attractive for companies
Credit Suisse publishes "Tax Monitor Switzerland" 2022
Wealth and Asset Management
07/01/2022
Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
Accuro finalists of the STEP Private Client Awards 2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
Julius Baer reaches settlement in disclosed legacy litigation case
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
07/01/2022
Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
06/30/2022
Quilter launches two-year inclusion and diversity action plan
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Novia reports strong growth in 2021
Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.
06/30/2022
Schroders’ Engagement Blueprint wins influential sustainability award
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
Kingswood increases AUM/A to £6.8bn
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.
06/29/2022
AFM Wealth secures £5.3mn loan to bolster acquisitions
Established in 1999 by co-founders, Mark Eaton and Spencer Watt, Absolute Financial Management now sits under the umbrella of AFM Wealth with assets under management exceeding £500mn and more than 4,500 clients.
06/29/2022
Coutts support investors' call for Real Living Wage at Sainsbury's
While terms like ‘sustainability’ and ‘net zero’ seem to make up most conversations about responsible investing
06/28/2022
CaixaBank, named “Best Private Bank in Europe for Big Data Analytics and Artificial Intelligence”
The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.
06/28/2022
Credit Suisse bolsters compliance, plans cost cuts from technology for turnaround
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/28/2022
OakNorth Bank completes £5.3M loan to Kent-based, AFM Wealth, to support IFA acquisition programme
With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals
06/28/2022
Julius Baer CEO says Switzerland needs two big banks to fuel competition - report
Competition stimulates business.
06/28/2022
Credit Suisse wealth growth initiatives may need to be 'tempered'
In principle, our plan continues to be to grow our lending book in wealth management and directionally go towards the 3 billion.
06/27/2022
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/27/2022
Highvern shortlisted for two STEP Awards
These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.