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Wealth and Asset Management

02/09/2024

Praxis and the promise of a tech bro utopia

Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?

02/09/2024

Societe Generale Results at 31 December 2023

Revenues of EUR 25.1 billion, down by -7.6% vs. 2022

02/09/2024

How Abrdn, BlackRock and DWS are gearing up for a digital assets boom

Fund giants want to make sure all departments have the right skills for the coming digital assets boom

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.

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

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