04/06/2022
How Schroders shaped its six engagement targets
Head of active ownership Kimberley Lewis explains what drove the firm’s rationale to define specific engagement goals.
Wealth and Asset Management
04/06/2022
New UBS Chair Under Pressure to Deliver
UBS's new chairman won the post over candidates such as Roche's overseer Christoph Franz, Swiss ex-central banker Philipp Hildebrand, and ex-Unicredit boss Jean-Pierre Mustier.
04/06/2022
Strategic transformation delivers growth across all Syz Group divisions
The Group’s Tier 1 capital ratio is more than twice the legal requirement, at 23.8%.
04/05/2022
Credit Suisse Announces $100,000 Grant to myFutureNC
This grant is part of Credit Suisse’s Future Skills program, which aims to support initiatives that help close educational and employment gaps for young people, especially disadvantaged, entering adulthood.
04/05/2022
Family Governance Planning Unlocks Potential In Family Talent And Wealth
For family business owners, succession planning of family companies is much more complex, especially when multiple generations are involved in the family business.
04/05/2022
PIMFA’s Diversity & Inclusion Awards return for second year and open for new entries
Last year’s inaugural awards received an overwhelmingly positive response from the industry with over 100 entries.
04/05/2022
Credit Suisse's Greensill Troubles Were One Year in the Making
As a chronic illness, Greensill continues to plague the bank.
04/05/2022
Coutts exec: We will not acquire firms at expense of service levels
We should go faster not at the expense of our controlled environment or our clients.
04/05/2022
Zurich boutique to launch infrastructure fund under Partners Group veterans
SFP Infrastructure Partners is led by Thomas Hoffmann, Cledan Mandri-Perrott and CEO Marc Wicki.
04/05/2022
An Inverted World?
The UK is also struggling to take advantage of the recovery from COVID.
04/05/2022
CIC achieves its best annual result
The commission and service business grew by 16.1 percent to CHF 39.3 million. Income from trading, primarily from the foreign exchange sector, increased by 12. percent to CHF 19.6 million.
04/05/2022
EQ Investors opens new South Coast office in Brighton
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Sanctuary Wealth Expands Latin American Client Base With Addition of Fuentes Hondermann Wealth Management
Miami-based team brings more than 90 years cumulative experience in advising international clients along with $250 million in AUM from Morgan Stanley
04/04/2022
Two UBS advisors in Houston, Texas named to Barron's Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
04/04/2022
Macquarie Asset Management acquires office building portfolio in Chile from Credit Suisse Asset Management
Credit Suisse Asset Management acquired the office assets during 2010 to 2014 and has since seen substantial growth as well as stable income by successfully managing the buildings.
04/04/2022
Standard Chartered Launches Women Winning with Wealth Proposition
Aderugbo, noted that at this opportune moment in time, when people are exploring new opportunities, women are at the forefront of innovation and technology that continues to push frontiers once considered impossible.
04/04/2022
Switzerland's Golden Secret
The NGO Society for Threatened Peoples is calling for more transparency around the sourcing of gold.
04/04/2022
Vontobel enters the Norwegian leveraged products market and expands its presence in Northern Europe
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.
04/04/2022
Deutsche Bank Plans Israel Wealth Management, Trading Hires
Country head Doron Averbuch speaks in Bloomberg interview