11/13/2023
LGT receives accolades including best bank for philanthropy and alternative investments
It also received accolades at Private Banker International’s Global Wealth Awards 2023, where it impressed the judges with its philanthropy offering.
Wealth and Asset Management
11/13/2023
Titan Wealth Acquires Aspira Corporate Solutions
Aspira’s business model centres on providing expert, personal advice to its clients, built on strong, long-term relationships.
11/13/2023
Brookfield Expands its Operations in Germany with a New Frankfurt Office
New office reinforces Brookfield’s commitment to the German market
11/13/2023
Asset manager gets rid of the Russian stigma
This means that the company's previous focus on Eastern Europe is history.
11/13/2023
Family office launches corporate advisory firm in Geneva
NSC Advisor will cater to family businesses in Europe, the Middle East and Africa.
11/13/2023
UBS: Swiss and Asia Wealth Share Grows
The rise was not evenly distributed and the rankings of geographies have been reshuffled, according to finews.asia analysis, with the region recording an increased share.
11/10/2023
Canaccord Genuity Group Inc. through its wealth management business in the UK, Announces acquisition of Intelligent Capital
The transaction supports CGWM's strategy of investing in the growth and success of its wealth management business while continuing to increase the scale of its financial planning capacity.
11/10/2023
UBS: Sell Hargreaves Lansdown and AJ Bell on consumer duty risk
Analysts at the Swiss bank predict that the FCA will shine a spotlight on platforms retaining a cash margin following the consumer duty, with HL and AJ Bell set to lose out.
11/10/2023
NatWest cancels £7.6 million of bonuses for ex-CEO Alison Rose — but she still gets £1.7 million
Another £2.8 million of bonuses and variable pay for this year has also been cancelled, bringing the total to £7.6 million.
11/10/2023
Broadridge Wins Best Corporate Actions Technology at Asset Servicing Times Industry Excellence Awards for a Second Consecutive Year
The Asset Servicing Times Industry Excellence Awards are designed to celebrate and recognize the achievement of leading organizations across the asset servicing industry.
11/10/2023
Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/10/2023
Pension foundation picks EdR as custodian and Mirabaud as asset manager
It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.
11/10/2023
‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
11/10/2023
Women in Financial Advice Awards 2023: Winners' gallery
Photos from the awards ceremony held in London on 1 November
11/10/2023
Lombard Odier’s advertising campaign wins again
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/09/2023
Cooper Parry Wealth adds £220m AUM with latest acquisition
Third acquisition of 2023 for CPW and sixth for wider group
11/09/2023
Julius Baer Walks on Eggshells in Italy
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
More bond managers should take FX risk: UBP selector
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
UBS Group's Wealth Management Inflows Show September Acceleration
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
11/08/2023
Private banking: maybe you do fit the profile!
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.