05/20/2024
This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.
05/17/2024
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
05/17/2024
This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.
05/17/2024
Taurus Asset Management has also moved into a larger office in Lugano.
05/17/2024
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 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
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
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
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
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.
05/16/2024
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
05/16/2024
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
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
The unit is undergoing streamlining, cost reductions.
05/16/2024
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.