03/18/2019
UBS AM completes acquisition of Milan business campus
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
Wealth and Asset Management
03/18/2019
LGT Acquisitions Help Boost Profit
LGT is confident that with its internationally broad-based business and strong position in well-diversified client markets and asset classes, it will continue to achieve profitable growth in 2019 even under uncertain market conditions.
03/18/2019
Swiss Spring Market update
Profitability and revenue multiples increasingly an adopted metric for valuation
03/18/2019
Defensive Capital Fund wins Lipper Fund Award
Based on Lipper’s quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
03/18/2019
New private client and fund administration group has launched
The new business, which is headquartered in Guernsey, employs 160 people across the five jurisdictions.
03/15/2019
Nutmeg cuts six directors from board
The reshuffle will leave eight members on the Nutmeg board.
03/15/2019
Wealthy millennial women are more likely to defer to their husbands on investing
The reasons given ranged from a belief that their partner knew more about the topic, to active discouragement from their spouse to take an interest.
03/15/2019
UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems
Tom Naratil is co-president of UBS Global Wealth Management and president of UBS Americas.
03/15/2019
UBS CEO in Cash Windfall
The disclosure represents an unprecedented move to transparency over executive pay in Switzerland, where remuneration is a closely-watched topic for top bankers and CEOs.
03/15/2019
Liechtenstein private bank LLB reports fall in 2018 profit
Interest income before expected credit loss rose 8% to CHF158m from CHF145.9m.
03/14/2019
Nordea AM partners with private equity veteran for impact fund
Bolmstrand added that the firm's current client base wanted to see more sustainable private equity projects.
03/14/2019
Lloyds venture faces challenges
It was also revealed in a newspaper article, although not confirmed, that Lloyds would be recruiting 700 financial advisers to be the advisers.
03/14/2019
Wealth Management Firm To Move Into Cardiff Office
The offices have been refurbished to a very high standard and are prominently located opposite Cardiff Castle and it is easy to see why they proved attractive.
03/14/2019
Playing first violin in the Titanic's band by Richard Champion, Canaccord Genuity Wealth Management
What the statement itself did reveal, was a material improvement in public finances and a slightly less severe downgrade to economic growth than some had anticipated.
03/14/2019
Brooks Macdonald funds fall but profits rise after cost-cutting
At the beginning of 2019, Brooks formalised a “streamlining” plan that will see 50 jobs be cut.
03/14/2019
An interview with Eimear Toomey, Director of Client Relations at Sustainalytics
At Sanlam ESG considerations are at the forefront of every investment decision we make on behalf of our clients, and that wouldn’t be possible without the help of our ESG research provider Sustainalytics.
03/14/2019
China Renaissance and LGT Bank Establish Partnership
We at LGT are very excited to partner with China Renaissance
03/13/2019
Why Wealth Creation Is The Next Frontier In Wealth Management
The change from calling via the phone for transactions and waiting for significantly delayed information (and execution) to immediate delivery, feedback and service was quite dramatic.
03/13/2019
Quilter clients in 'wealth preservation mode' as Brexit looms
Has plan in place to mitigate Brexit impact
03/13/2019
deVere CEO: A Second Brexit Vote Is The Only Credible Solution To End Gridlock
This evening MPs will decide whether to accept the Brexit deal struck by Prime Minister Theresa May