05/20/2024
Vanguard defends dominance of US equities in EU-domiciled funds
Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations
Wealth and Asset Management
05/20/2024
Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking
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
Why Schroders Capital is now going for wealth clients
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
How a Swedish wealth manager tailored its MPS to UK investors
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
Interim management statement for the first four months of 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
New CEO and chair buy majority stake in Ticino IAM
Taurus Asset Management has also moved into a larger office in Lugano.
05/17/2024
UBS: Does Iqbal Khan have to bake smaller rolls?
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 celebrates 20 years in Belgium and opens an office in Antwerp
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
Crookall chooses Objectway as a strategic partner for digital transformation and market expansion
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
PE-backed MKC Wealth snaps up two advice firms
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
UBS Revamps Leadership of Asset Management Unit
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
The existential threat at the heart of Britain's biggest wealth manager
Fees made St James's Place rich but now risk toppling the firm
05/16/2024
Private banks see China opportunities, despite US tariff hike
Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.
05/16/2024
Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
05/16/2024
BIL Suisse establishes itself in the profit zone
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
New group structure internationalizes management and strengthens cooperation
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
A dollar invested in children yields US$13 return
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Investors and wealth managers turn attentions to yields
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
UBS asset management leadership gets a refresh
The unit is undergoing streamlining, cost reductions.