10/13/2021
Small Swiss private banks suffered a net outflow of funds in 2020 for the first time in five years, with a PwC study suggesting continued pressure and a wave of consolidation in the near future.
10/13/2021
"JPMorgan Chase delivered strong results as the economy continues to show good growth - despite the dampening effect of the Delta variant and supply chain disruptions," said JPMorgan Chief Executive Jamie Dimon.
10/13/2021
Outsourcing is an often-cited word in the context of managing private client wealth.
10/12/2021
Joined James Hay in 2019
10/12/2021
The new structure, called 'Business Enterprises and Private Banking,' is a concrete answer to the evolution of needs of the private client
10/12/2021
In conferring this award, the panel of judges recognised Gillian’s outstanding contribution to the Investment sector of the UK financial services industry.
10/12/2021
Client demands have changed and their digital experience is now a real differentiator between firms
10/12/2021
The 87 staff members are currently in a period of consultation.
10/12/2021
The country’s smaller domestic market size and lower profitability of wealth management providers also put it in a weaker position compared to the US and the UK.
10/12/2021
The guide is informed by, and builds on, previous work carried out by the Personal Finance Society and also picks up on a wide range of queries and concerns raised by adviser firms.
10/11/2021
Credit Suisse had previously flagged around $2.3 billion of problematic loans exposed to Greensill-linked supply chain finance funds with some $1.2 billion of assets related to GFG.
10/11/2021
Stakes have raised considerably for the Swiss bank after its headquarters were raided by police
10/11/2021
Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.
10/11/2021
Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .
10/11/2021
UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.
10/11/2021
The union of these two storied asset managers brings new investment capabilities and more specialisations, backed by Franklin Templeton’s familiar global strength.
10/10/2021
Six managers of Evergrande Wealth Management who had redeemed 12 products between May 1 and September 7 ahead of schedule were ordered to return the proceeds, and were reprimanded
10/09/2021
After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.
10/09/2021
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
10/09/2021
Our goal is to mobilize private capital and support effective programs to address some of the most critical challenges of our time, which can best be addressed by working together