12/21/2023
Windermere Group celebrating 20 years of success at the cutting-edge of global wealth management
John has served as a board member of the Bahamas Financial Services Board and on the boards of numerous companies
Wealth and Asset Management
12/21/2023
Majority consider wealth inequality to be too high in Switzerland
In terms of income inequality, Switzerland is internationally in the middle range, and this inequality hasn't increased significantly.
12/21/2023
EFG Bank’s North Asia CEO on Key Issues and Challenges Around Digital Transformation
Armed with this viewpoint and optimism, he remains committed to delivering better outcomes for EFG Bank and its clients.
12/21/2023
Zurich structured product specialist opens Ticino office
The expansion will be headed by Laura Paganetti, who spent over 27 years at UBS.
12/21/2023
Julius Baer Group Ltd.'s issuer rating affirmed at Baa1; outlook changed to negative
Moreover, the ratings could be downgraded if the group faced additional issues related to governance, controls, or compliance
12/21/2023
J Safra Sarasin opens small-cap outperformer’s fund to wider audience
J Safra Sarasin unveils Ucits version of strategy designed to capitalise on Switzerland’s small- and mid-cap equities.
12/21/2023
Natixis, H2O Face €717 Million Suit from Angry Investors
Reports about the illiquid investments triggered an investor flight at the time, prompting French regulators to order H2O to freeze some of its hard-to-sell funds.
12/21/2023
Private Markets 2024 Outlook: Adapting to Rising Rates
Thorough manager and deal selection, grounded in realistic assumptions, are crucial in this transformed market.
12/21/2023
JTC Recognised as a Leading Brand in Wealth Management Reputation Awards
The firm took home the award in the ‘Brand of the Year’ category at the 2023 Awards, which were held in London on 20th June.
12/20/2023
IN BRIEF: Arbuthnot extends tier two Proventus loan to GBP26 million
The loan is expected to be drawn June 3, 2024 and to mature June 3, 2034.
12/20/2023
Activist Investor Steps Onboard at UBS
The stake will be held in the future by the funds Cevian Capital II Master, Cevian Capital Partners, and Cevian Capital II Co-Investment.
12/20/2023
UBS wants to sell junk loans in Italy
UBS apparently wants to sell a portfolio of loans to Italian companies that have low credit ratings.
12/20/2023
Ping An Bank: China’s Private Banking Leader
Throughout 2023, global economic challenges and risks related to inflation, interest rates, geopolitical factors, and banking stability have cast a shadow over the capital markets.
12/20/2023
Investec names best Private Bank in the Channel Islands for second year
The awards recognise the very best operators in the Channel Islands wealth management sector, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.
12/20/2023
Clients care less about ESG than the media – Zurich private bank boss
While some customers are keen on sustainable investing, many are not willing to give up investments in old-economy companies if they think there‘s still profits to be made.
12/20/2023
Evolving Attitudes: High Net Worth Individuals Navigate the Storm
They certainly seem to have an interest in a broader set of subject matters to be initially discussed than what has historically been the case, which has been investment returns.
12/20/2023
Asset managers face tougher rules on investor cash calls
Funds could not raise cash fast enough, though the industry has argued that many parts of the market came under severe stress at that time.
12/20/2023
Despite delivering investors losses of 39% over the past 3 years, Liontrust Asset Management has been growing its earnings
After all, the share price is down 50% in the last three years, significantly under-performing the market.
12/19/2023
Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group
This transaction is a noteworthy step in Edmond de Rothschild's strategy to focus on its core areas of expertise in Private Banking and Asset Management.
12/19/2023
How Asset and Wealth Management Firms Can Survive in a New Era
The industry is grappling with an unprecedented set of existential challenges.