04/13/2023
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/12/2023
The company will not complete any merger before the May 3 deadline
04/12/2023
The USA accounts for 32% of total global wealth and 36% of the world’s millionaires.
04/12/2023
A hot topic is the domination of the Swiss banking industry by a single major bank that could develop concentrated market power in certain industry segments.
04/12/2023
The rates of the Swiss subsidiary of the Danish online bank will therefore increase as soon as the Swiss National Bank raises its interest rate.
04/11/2023
After the market narrative flip-flopped multiple times in 1Q, the long weekend arrived just in time to provide a brief reprieve from trying to figure out what comes next.
04/11/2023
As a regime shift takes place, the global economy is on the cusp of a decade of higher capital expenditure by companies. Smart manufacturers are poised to reap the rewards of this.
04/10/2023
Orcel also sees no parallels to the global financial crisis of 2008 or the US savings and loan crisis in the late 1980s.
04/06/2023
In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.
04/06/2023
Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.
04/06/2023
Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.
04/06/2023
Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.
04/05/2023
All other Board members were re-elected for a further term until the closing of the planned merger with UBS.
04/05/2023
As inflation hits consumers’ pockets in the region, labour unions are responding with demands for higher wages, or contesting the prospect of working longer before retirement.
04/05/2023
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
04/05/2023
Although the largest bank in Switzerland is on the road to success, his services are no longer in demand.
04/04/2023
Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.
04/04/2023
While Vontobel has the largest market share consisting of $10 billion in US offshore assets via its Swiss Financial Advisors unit, boosted in 2021 with the acquisition of UBS's US offshore portfolio, many smaller boutiques are offering their US clien
04/04/2023
This is the third upward growth revision Deutsche Bank has posted this year.
04/04/2023
Axel Lehmann spoke to the bank’s shareholder meeting ahead of the merger with UBS.