Managers of Wealth

Wave of Shareholder Activism Gripping Switzerland

The GAM rebels are only representative of a trend that is beginning to spread across Europe.

Swiss Re's Board of Directors proposes Jacques de Vaucleroy for election as Chairman at next AGM in April 2024

Until the next AGM in April 2024, Jacques de Vaucleroy will continue to lead the Board of Directors in his current capacity as Vice Chairman.

The foundations of a real estate revival?

Yet limited supply and investment into the net zero transition are providing both support and opportunities.

It’s Getting Hot out There

The phenomenon brought the focus back on how human activity is causing a rapid deterioration in global climate.

Government seeks to help savers understand pension income choices, eight years on from freedoms

The government have not gone as far to propose exactly what products and services should be offered by providers but are intonating a framework to work from to improve the market.

How outsourcing helps protect margins in asset management

Against the backdrop of a volatile and uncertain macro environment, asset managers can no longer depend on improving margins by increasing assets. Instead, they are increasingly looking to optimise operational efficiency through outsourcing.

Former Credit Suisse «Rockstar» Resurfaces

Now former Credit Suisse icon Zoltan Pozsar is back with a new firm.

PwC Global Asset & Wealth Management Survey

This trend is driven by market volatility, high interest rates, and fee pressure.

Julius Baer Says Doubling AUM «Not Unrealistic»

On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.

‘It’s not philanthropy, it’s good business’: Why CEOs should deliver social change

Skerritts CEO Paul Feeney says contributing to good causes is important for wealthy clients and company bosses alike.

How far away is price stability in the eurozone and Switzerland?

Last month inflation in the eurozone and in Switzerland fell more than expected, continuing the decline that began a few months ago.

May sees modest inflows with bond funds leading the way

Fixed Income funds saw inflows of £632 million, while Government Bond was the top selling sector with net retail sales of £658 million.

Independent and professional solutions for financial service providers

The group is completed by Reuss Private Access AG in Liechtenstein, which is geared towards cross-border services.

UBS and Credit Suisse Team Up With Soccer Players

The offer includes 756 NFTs designed by Swiss artist Daniela Filippelli and implemented on the Ethereum blockchain.

Tidjane Thiam's Spac is Nearing the Finish Line

The transaction can proceed now that the US Securities and Exchange Commission (SEC) approved the registration of the merger.

IGM Financial cutting jobs and office space in search for savings

The company plans to reduce IG Wealth Management offices

Barclays Wimbledon Sponsorship Seen as a Fossilized Racket

At the forefront is the major British bank Barclays, the official banking partner of Wimbledon.

Weighing up Japan’s attractions for foreign investors

At this point, Japan looks likely to register a second consecutive year of above-target inflation, in line with our earlier expectations.

Inflation to slow by end-2023, asset inflows from ultra-wealthy persons not driving up costs: MAS

Prices of goods and services in Singapore are predicted to rise at a slower pace than previously expected, said Monetary Authority of Singapore chief Ravi Menon

Mergers and acquisitions: Who comes out winning, shareholders or clients?

Time and time again we are told about the ever-rising costs of managing regulation, controlling risk, investing in technology, and attracting the best talent. And how, against that backdrop, biggest is always best.

Comment & Analysis