02/09/2024
Vontobel to Cut Costs After Profit Declines
It characterized the market environment last year as being «particularly» challenging for active asset managers.
Wealth and Asset Management
02/09/2024
Will the Institutional Private Equity Push Leave Investors With Scraps?
These firms are implementing investor protections.
02/09/2024
Mediobanca profit tops forecast as wealth management shift advances
The bank, with a financial year running from July to June, is "fully on track" to meet targets set out in the strategy to 2026 it presented in May
02/09/2024
One Step Ahead Of The Wealth Management Evolution
He is a member of Fiduciary Trust's executive, management and operating committees.
02/09/2024
Bank We wants to secure growth with a capital increase
Growth in mortgage loans was particularly strong.
02/09/2024
Teodoro Cocca: «UBS Wants Messi and Ronaldo»
According to him, the decisive question is how the investment banking business will help to add value to the wealth management business.
02/09/2024
Nucleus buys white label platform firm
Third Financial provides an investment platform and wealth management software.
02/09/2024
Zürcher Kantonalbank achieved a consolidated profit of CHF 1,238 million in 2023 and is paying a record dividend
The highest profit distribution to date of CHF 528 million to the canton and municipalities
02/09/2024
Citigroup London wealth division faces 10% job cuts - reports
Around 51 of 485 roles
02/08/2024
Nordic group invests in UK wealth manager in expansion push
The investment is subject to FCA approval.
02/08/2024
BCV closes the year with record results
Business success increased at the same rate and amounted to 542 million francs.
02/08/2024
UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list
This is the second consecutive year that the team has been ranked the top advisor team (#1) in Pennsylvania – West by Forbes.
02/08/2024
Shaping the Future of Wealth Management in the UAE: Insights from Yann Mrazek at M/HQ
He says that all these factors mean that the UAE is especially well placed for rapid growth ahead.
02/08/2024
Vontobel reports full year 2023 net profit of CHF 214.7 million, 18.7 percent CET1
Vontobel delivered solid full-year 2023 results in a challenging market environment, particularly for active asset managers.
02/08/2024
Vontobel enters private markets with a stake in Ancala, a fast-growing private infrastructure manager
This transaction marks Vontobel’s entry into institutional private markets and is a key milestone in delivering on its strategic priorities.
02/08/2024
ONE swiss bank: H2 and Full-Year 2023 Financial Results
Earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 209% in the full year to CHF 16.5 million.
02/08/2024
BNP Paribas Partners with Blackstone for Private Credit Fund
BNP Paribas Banque Privée has solid internal expertise in private markets, enabling us to work with the best-in-class asset managers
02/08/2024
Leonteq publishes full-year 2023 results
From the financial year 2024 onwards, Leonteq will continue to target a payout ratio of more than 50% of Group net profits including the potential launch of annual share buyback programmes if financial results permit.
02/08/2024
JTC Opens An Office In Austria
JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.
02/08/2024
Singapore: The gateway to Asia for financial intermediaries
This distinctive path has allowed us to tightly integrate relationship management and portfolio management, setting us apart from other asset managers.