12/13/2022
Hampden & Co cashes in on Adam exodus
The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.
Wealth and Asset Management
12/13/2022
Swedish wealth management firm selects Bricknode to consolidate investment operations
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.
12/13/2022
Wealth management firm agrees City Quays 3 deal
The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.
12/13/2022
RBC Wealth Management look to defensive European equities in 2023
Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.
12/13/2022
Four Wealth Management Trends Taking over in 2023
2023 will see the continued digitalisation of the client experience, from onboarding to day-to-day activities.
12/13/2022
Ocorian wins Best Family Office Governance in Channel Islands
Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.
12/13/2022
Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty
Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan
12/12/2022
Julius Baer Writing Down Its Italian Wealth Manager Investment
Global financial markets have seen significant declines in equities and bonds, both of which are particularly relevant to Kairos.
12/12/2022
Impairment of Kairos goodwill following unprecedented difficult year for active asset managers
As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer
12/12/2022
What does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
12/12/2022
Quilter Foundation awards £23,000 to three local charities
It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.
12/12/2022
Walking the tightrope: how banks should navigate the new wealth management opportunity
We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…
12/09/2022
Wren Sterling Acquires Morfitt & Turnbull,Completes Mutual Financial Management & DFM Transaction and appoints CIO to run DFM
Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.
12/09/2022
Maerki Baumann to pass on responsibility for its German business
He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.
12/08/2022
Pimfa launches campaign to improve wealth diversity
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
12/08/2022
Annual financial statements of Credit Suisse real estate funds as of September 30, 2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Nick Train keeps faith in wealth manager stocks despite ‘miserable year’
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.