Managers of Wealth

Will First Boston Get a Chunk of Credit Suisse's Fund Unit?

Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.

Geopolitical tensions creating challenges for Swiss firms – though high proportion moving into new business areas despite crises

Credit Suisse publishes 2023 SME study on how geopolitical tensions are creating challenges for Swiss firms

Citigroup wealth unit stops margin loans against India Adani's securities - source

Citi's wealth unit decided to cut the loan-to-value ratio for credit against Adani securities to zero on Thursday

Nimesh Shah on bringing accountancy into the 21st century

‘Clients are really receptive about my role as CEO… they’re facing a lot of the same things that we’re going through as a firm as well: the great resignation, the battle for talent, what Covid has done to our profession as well.&a

Central Banks Buy the Most Gold in Over 50 Years

On Tuesday, the WGC also celebrated the 30th anniversary of its study on gold demand trends, which examines the cornerstones of physical gold market demand.

Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’

Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.

UK gambling with £5.5trn inheritance as more than half don’t have a will

Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.

Zug consolidator takes majority stake in Top 50 IAM

Cinerius Financial Partners takes a majority stake in Swiss wealth management firm but, as with previous acquisitions, will allow it to keep its name and business model.

Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022

Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.

Spotlight on Growth Momentum in Asia

Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows

Value’s resurgence: flash in the pan or here to stay?

With investors wondering whether value’s outperformance of the last two years can be sustained, Ben Arnold looks at three key questions at the heart of the debate.

Japan’s path to normalising monetary policy

Japan’s economy is looking relatively healthy.

Export industry defies challenging environment

Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.

Is now the right time for alternatives?

A balanced approach that benefits from both beta and alpha strategies, and uses a full set of available instruments, while taking risks into account, can improve outcomes.

Investing in Credit Suisse Rights Offering Pays Off

Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.

Aviva Investors, Invesco, Abrdn to hire in growth areas, shun ‘sweeping’ job cuts

Despite mass layoffs in other sectors, some of the City’s largest asset managers are still selectively hiring

Swiss fund market shrinks 13.7% in 2022

Flows remained muted throughout the year, and by December 31 the industry had seen net outflows of 5 billion Swiss francs.

Emerging market outperformance set to continue

As a result, fed funds futures markets are now pricing around a 95% chance that the Fed will further reduce the size of its expected February rate hike to 25 basis points.

7IM previews retirement income solution linked to platform

They can then select different types of products based on these incomes and expenditures to see what the client would end up with.

China’s 50% rebound: it’s not just about Covid

Abandonment of the zero-Covid policy has contributed to the 50% rally in Chinese stocks, but this is only part of the story.

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