05/17/2024
Interim management statement for the first four months of 2024
This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.
Wealth and Asset Management
05/17/2024
New CEO and chair buy majority stake in Ticino IAM
Taurus Asset Management has also moved into a larger office in Lugano.
05/17/2024
UBS: Does Iqbal Khan have to bake smaller rolls?
The major Swiss bank UBS is apparently considering putting investment bank boss Rob Karofsky at the head of its entire US business.
05/17/2024
Lombard Odier celebrates 20 years in Belgium and opens an office in Antwerp
Lombard Odier supports entrepreneurs and their families from generation to generation with a comprehensive and tailored approach to wealth management, wealth planning and asset management.
05/17/2024
Crookall chooses Objectway as a strategic partner for digital transformation and market expansion
The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.
05/17/2024
PE-backed MKC Wealth snaps up two advice firms
Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.
05/16/2024
UBS Revamps Leadership of Asset Management Unit
The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.
05/16/2024
The existential threat at the heart of Britain's biggest wealth manager
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
Private banks see China opportunities, despite US tariff hike
Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.
05/16/2024
Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
05/16/2024
BIL Suisse establishes itself in the profit zone
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
New group structure internationalizes management and strengthens cooperation
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
A dollar invested in children yields US$13 return
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Investors and wealth managers turn attentions to yields
Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.
05/16/2024
UBS asset management leadership gets a refresh
The unit is undergoing streamlining, cost reductions.
05/16/2024
IQ-EQ France supports Milleis Banque on its first retained securitisation transaction
Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.
05/16/2024
SEB to open a Family Office Service Company and Representative Office in Switzerland
The bank is also seeking to open a representative office under the same roof.
05/16/2024
Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare
Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.
05/16/2024
Italian scheme hands over Credit Suisse AM’s mandate to Pictet, Fidelity
The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.