03/23/2022
Schroders CEO calls for more financial health checks pre-retirement
We need to sell the benefit of good advice.
Wealth and Asset Management
03/23/2022
Rothschild’s Wealth Unit Won’t Accept New Russian Clients
Private banking unit has about 70 Russian-nationality clients
03/22/2022
Archegos quietly built stake in Deutsche Bank
Germany’s biggest bank was also among the lenders to the family office whose collapse left rivals with $10bn in losses
03/22/2022
Coutts to Stop Investing in Russian Assets
In line with our investment principles, we’re removing Russian assets from our client portfolios and funds.
03/22/2022
WealthSelect bolsters portfolios as equities sold in favour of alts and bonds
“Being active will be key in this market environment and allow investors to navigate any disruptions by remaining well diversified and alert to opportunities when they arise.”
03/22/2022
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients
03/21/2022
Julius Baer publishes Annual Report 2021 and Sustainability Report 2021 and provides update on climate targets
The Sustainability Report includes a detailed outline of Julius Baer’s new climate strategy to achieve net-zero carbon emissions in its own operations by 2030.
03/21/2022
Wealth management firm signals commitment to region with new Birmingham office
“As home to, almost a sixth of the UK’s population, close to 650,000 vibrant companies and several leading UK universities"
03/18/2022
Anglo-South African bank and wealth manager Investec lifts profit forecast
That marks a significant increase on the previous year, when the pandemic hit the lender and profits came in at £377.6million.
03/18/2022
Why are more family businesses turning back to the family office model?
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.
03/17/2022
UAE billionaire Sajwani to invest $1bln in building data centres
Property tycoon to develop facilities in Europe, Asia, Africa, Middle East
03/17/2022
BaxterStorey Partners With Social Bite Charity To Open First Coffee Shop In London
A VIP launch saw local businesses, charities and celebrities including Scottish actor, Martin Compston and singer, Matt Willis, join CEO of Coutts, Peter Flavel and Social Bite founder Josh Littlejohn to show their support in the opening of the caf&ea
03/17/2022
Ken Griffin, billionaire hedge fund owner, to join Chicago Cubs owners in Chelsea bid
Ahmed said Griffin's bid is an individual one and has nothing to do with the hedge fund business.
03/17/2022
Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated bonds issued 20 October 2016 at first call date
The bonds (ISIN: XS1502435727), with a coupon of 5.75% per annum, were issued by Julius Baer Group Ltd. in the aggregate nominal amount of SGD 325 million.
03/17/2022
Tilney Smith & Williamson doubles Newcastle office
The group has provided Financial Planning to its clients, including families, business owners and charities, in Newcastle for over a decade.
03/17/2022
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
03/16/2022
Bank of Cyprus recognised for asset management services
“Our clients are embracing our services, and as a result, we are continuously gaining momentum which is reflected in our results,” Kalogeris stated.
03/16/2022
ZEDRA completes acquisition
Staff joining ZEDRA will relocate to their renovated Luxembourg offices.
03/16/2022
Hong Kong Tycoon Sells UBS London Headquarters for £1.21 Billion
Li Ka-shing’s CK Asset Holdings Ltd. agreed to sell 5 Broadgate in London
03/16/2022
Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m