11/27/2023
Julius Baer Update on private debt exposure in light of recent market developments
The Group confirms that this amount was primarily related to the single largest exposure in its private debt loan book.
Wealth and Asset Management
11/27/2023
Zurich's traditional banks are languishing on the stock exchange
The reasons for the decline in Vontobel shares go back almost four years.
11/27/2023
Robeco, Schroders scoop prizes at FN’s fund management awards
The Excellence in Institutional Fund Management Awards celebrate the very best of the profession
11/27/2023
The evolution of wealth management: A glimpse into IntellectAI’s vision
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Valartis buys back its own shares
The fixed price buyback offer is valid from December 4, 2023 to and including December 15, 2023.
11/27/2023
Alpian rolls out free digital private banking for young adults
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth manager merges with IFA firm
It will rebrand to MKC wealth
11/27/2023
Wealth management's new era: Leveraging AI for transformation
Wealth management is undergoing a rapid transformation.
11/27/2023
Julius Baer expert says 2024 marks start of new economic cycle
The impact of high inflation will still be felt next year
11/27/2023
Bird & Bird advised Canaccord Genuity and Fox-Davies Capital on an oversubscribed placing by CleanTech Lithium
The Placing conditionally raised gross proceeds of £8 million at 22 pence per share.
11/24/2023
Morgan Stanley eyes advisers as global shops line up Australia’s rich
To execute this strategy, the firm wants experienced advisers who bring in about $1.8 million in revenue per year.
11/24/2023
FCA sends hard-hitting ‘Dear CEO’ letter to wealth managers and retail stockbrokers
The FCA notes that consumers have lost significant sums due to scams and fraud, and some firms have enabled money laundering.
11/24/2023
The hunt for René Benko's creditor banks is on
In recent weeks, Signa has struggled to service outstanding debts: rising interest rates and falling income from commercial space are causing problems for the Austrian investor's empire.
11/24/2023
Swiss richest list: banking families even wealthier
Overall, assets fell to 795 billion francs in 2023 from 821 billion francs last year
11/24/2023
Schroders’ team wins Spears Family Office Service Provider of the Year Award
They work closely with colleagues across wealth and asset management to deliver a comprehensive, personalised service.
11/24/2023
Swiss property fund hails ‘unique’ chance to invest at a 30% discount
The Helvetica Swiss Commercial fund has underperformed versus another fund from the same firm in recent years.
11/24/2023
The “Ageing” Europe: what trends will shape wealth management for HNW investors
Wealth is getting older, but what opportunities does that bring?
11/23/2023
Wealth managers help clients reach financial goals
Situational awareness said to be important attribute for adviser
11/23/2023
China wealth manager Zhongzhi flags insolvency, liabilities of $64 billion
The worsening woes at Zhongzhi, a major player in China's $3 trillion shadow banking sector - roughly the size of the French economy - is set to reignite worries about the ripple effect of the property debt crisis on the broader financial sector.
11/23/2023
LatAm advisors join forces to launch investment consultancy for wealth managers
Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.