06/28/2022
Julius Baer cancels 7.4m shares
The shares were bought back up until 23 December 2021 under the share buyback programme launched that year.
Wealth and Asset Management
06/28/2022
Credit Suisse Seeks to Reinvigorate Wealth Management
Among the HNW segment, the bank's goal is to increase recurring revenues and build on a favorable cost-income ratio.
06/28/2022
Lugano firms create CHF 2.5bn independent asset manager group
The companied entity will manage CHF 2.5bn in managed assets, with approximately 700 customers and over 50 employees.
06/28/2022
Julius Baer CEO says Switzerland needs two big banks to fuel competition - report
Competition stimulates business.
06/27/2022
Most high net worths in Middle East don’t have a wealth succession plan for family business
An exclusive survey by Lombard Odier also finds the overwhelming majority intend to keep their wealth in the region for the foreseeable future
06/27/2022
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/27/2022
Credit Suisse Management Stays on its Well-trodden Path
That is a fundamental problem that is very relevant to others.
06/27/2022
UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.
06/27/2022
UBS courts US investment heavyweights to boost valuation
Executives want to convince investors it is a global bank, not a European institution
06/27/2022
Schroders CEO: «The Swiss protective wall holds»
Schroders manages over $900 billion worldwide for institutional and private clients - from private wealth to alternative investments and mutual funds.
06/27/2022
Great solidarity in the financial center of Lugano
This will create a group that will manage around 700 clients with assets of around 2.5 billion francs with around 50 employees.
06/27/2022
Tavistock revenues jump 14% amid year of acquisitions
Bought LEBC research firm
06/27/2022
Credit Suisse Asset Management reaches agreement with Bluestone Resources
The agreement is subject to fulfilment of certain conditions precedent and requisite regulatory approvals.
06/27/2022
Quilter Investors ups income forecast for Monthly Income range once again as 21/22 payout beats estimates
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.
06/24/2022
Credit Suisse Makes Slight Progress on Greensill Funds
That brings the total amount of claims filed by Credit Suisse Asset Management (CSAM) to an estimated $2.1 billion.
06/24/2022
A majority of Middle East HNWIs do not have a wealth succession plan in place for their family businesses
Lombard Odier’s exclusive survey reveals
06/24/2022
Markets at an important crossroads
Russia’s invasion of Ukraine and China’s commitment to its zero-Covid policy likely have something to do with the change in sentiment, as both help feed concerns around slower growth and stickier inflation.
06/24/2022
Speculation about increased selling pressure from the SNB
The surprising decision by the Swiss National Bank (SNB) to raise interest rates by half a point has led to ongoing speculation about the further actions of the central bank on the stock and bond markets.
06/24/2022
AllianceBernstein Partners with Impact Engine to Bolster Purpose-Driven Investment Offerings
The new partnership will focus on purpose-driven investments supporting environmental sustainability, economic opportunity, and health equity across venture capital, growth equity and buyout managers.
06/24/2022
Deutsche Bank’s Leadership Takes Financial Hit on Staff Use of WhatsApp
German lender has come under criticism from regulators