04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.
Wealth and Asset Management
04/24/2023
How can today’s millennial investors drive tomorrow’s business growth?
Wealth managers have an opportunity to build trust with this vital client group, especially during times of increased market instability.
04/21/2023
How do wealth taxes affect family businesses?
In the search of those additional funds, the argument to impose additional taxes on the affluent emerges.
04/21/2023
Mercia Asset Management : An interview with Amy Newton
Additionally, businesses need to value and consider diversity as a crucial factor in their decision-making process in achieving commercial success.
04/21/2023
EFG reports record profit in excess of CHF 90 million for the first three months of 2023
This compares to CHF 202.4 million for full year 2022.
04/21/2023
JPMorgan AM and BlackRock share China power ranking crown
Broadridge's latest China Power Ranking reveals the top players vying for a slice of China's lucrative fund management industry.
04/21/2023
Credit Suisse is Exiting its Global Head of Marketing
It is a somewhat surprising personnel decision considering UBS will apply its more decentralized structure with seven management positions to marketing.
04/21/2023
Oliver Wyman beats MBB to UBS-Credit Suisse integration
Credit Suisse is a global investment bank and financial services firm founded and based in Switzerland.
04/21/2023
Raiffeisen publishes annual report 2022
The Raiffeisen Group's annual report contains detailed information on the 2022 balance sheet and income statement as well as on corporate governance and the banking group's sustainability performance.
04/21/2023
Julius Baer Launches Asia’s First Family Wealth Planning Certificate Programme for its clients
This programme aims to equip its clients in Asia with the skills necessary to better navigate cross-generational transitions.
04/21/2023
Rothschild & Co, HEC Paris and the HEC Foundation team up to develop sustainable finance
Their goal is to develop research into impact finance and support the collective effort to promote the ecological transition of the global economy.
04/21/2023
Vontobel with stable results for the first quarter of 2023
Due to the economic and geopolitical uncertainties, the investment environment remains challenging for our customers and therefore also for us.
04/21/2023
Citigroup's Global Wealth Strategy Is Off to a Slow Start, but There Are Signs of Life
One area that management planned to emphasize was global wealth management.
04/21/2023
Broadridge: JPMAM and Blackrock Tied as Top Fund Firms in China
Blackrock maintained its top position but its score fell slightly lower due to a decline in inbound Chinese AUM.
04/20/2023
Higher cash rates conceal risks to long-term wealth growth
Apple this week introduced a new 4.15% yield offer on deposits for its Apple Card business in partnership with Goldman Sachs, with no fees or minimum deposit requirements.
04/20/2023
More First Republic Advisors Jump to Rockefeller, City National Bank
In the latest exodus from troubled First Republic Bank, a 17-member New York team has joined Rockefeller’s global family office, while another advisor goes to City National Bank.
04/20/2023
Irwin Mitchell AM inks Third Financial deal to expand its offerings
IM Asset Management announces deal extenstion with platform
04/20/2023
Morgan Stanley beats estimates as wealth management shines
“We are not in a banking crisis, but we have had, and may still have, a crisis among some banks,” Morgan Stanley CEO James Gorman told analysts on a conference call.
04/20/2023
Credit Suisse and Softbank Square off in London
Credit Suisse accuses Softbank of knowing about Katerra's restructuring in 2020 which, according to documents filed in the US in 2021, made the funds inaccessible to Credit Suisse investors.
04/20/2023
Mattioli Woods acquires Doherty Pension & Investment Consultancy Limited
Based in central Belfast, Doherty’s is one of the largest financial planning practices in Northern Ireland working with over 1,300 clients and with assets under management of circa £625 million.