03/07/2023
Annual financial statements of Credit Suisse real estate funds as of December 31, 2022
In 2022, CS REF Green Property acquired one business property as part of a realignment in Schlieren.
Wealth and Asset Management
03/07/2023
VP Bank Group holding its own in a challenging environment and proposes an unchanged dividend
The Board of Directors proposes an unchanged dividend of CHF 5.00 per share.
03/07/2023
Credit Suisse expands sustainability offering for corporate clients
New partnership with act Cleantech Agentur Schweiz
03/07/2023
Boutique buys three funds from GAM’s alts platform
The London-based group is to assume responsibility for a trio of strategies with $85m in combined assets.
03/07/2023
Rathbones partners with Social Shifters to support Scottish young entrepreneurs keen to inspire change in society
In a jointly commissioned study, Rathbones Investment Management, a division of Rathbones Group Plc, and Social Shifters conducted their Youth Social Entrepreneurship study, polling over 1,000 young innovators and entrepreneurs in Scotland.
03/07/2023
City of London Corporation Appoints Stanhope Capital Group as Outsourced Chief Investment Officer (OCIO)
Stanhope will provide strategic investment and asset allocation advice, working alongside the City Corporation’s in-house Corporate Treasury and Investment Property teams.
03/07/2023
Deutsche’s private bank cost-cutting crusade pays off
Also notable was a push to slash its cost-to-income ratio to 70% in 2022, from 92% in 2018, aided by a cull of 18,000 jobs.
03/07/2023
SJP partner firm completes first acquisition of 2023
Deal takes its assets under management to around £500m
03/07/2023
Piguet Galland launches two multi-asset alternative funds
The pair of new strategies invest in equities, bonds, real estate and alternative investments.
03/07/2023
Geneva wealth manager to merge with Brazilian multi-family office
The wealth manager Brainvest unites with KPC Consulatoria.
03/07/2023
Schroders Personal Wealth adopts AI-based Aveni Detect platform
The Financial Conduct Authority has recently called for companies to invest more in technology to ensure future regulatory requirements are met.
03/07/2023
Asset and Wealth Management Will Unlock the Most Value for Goldman Sachs. Here's How
The stock is up close to 55% over the past three years.
03/06/2023
China border reopening kick-starts doubling of Standard Chartered wealth-management income in Hong Kong, executive says
Sales of insurance to mainland visitors will return to the pre-Covid level in the second quarter, senior executive says
03/06/2023
Swiss fund manager GAM rushes to find buyer before results
Investment firm seeks deal after share price collapse and delay to earnings report
03/06/2023
AssetCo buys asset manager for £4.1mn
The acquisition is subject to approval by the Financial Conduct Authority and the Reserve Bank of India and the Securities Exchange Board of India, which AssetCo expects to complete by the third quarter of this year.
03/06/2023
Wealth managers urged to tap into growing market of women seeking financial advice
Wealth managers are being urged to act now in order to tap into the growing market of women seeking financial advice.
03/06/2023
Kingswood confirms potential sale of UK business
Consolidator made statement in response to press speculation
03/06/2023
Full-year results 2022: profitable growth, higher profit and higher dividend: Helvetia Group
Helvetia successfully continued on its organic growth path in its profitable core business during the 2022 financial year.
03/06/2023
UBS CEO Gets Bonus Boost
The CEO’s total compensation climbed to over 12.64 francs, consisting of 2.99 million francs in fixed salary and bonus components of 8.5 million francs.
03/06/2023
David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive