11/22/2022
Tatton Asset Management 1H Pretax Profit Rose on Record Inflows, Lifts Dividend
Revenue rose to GBP15.9 million from GBP13.8 million.
Wealth and Asset Management
11/22/2022
Schroders Solutions client secures c£400 million buy-in
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/22/2022
Schwyz value AM targets institutional clients after Finma approval
The company is also open to partnering with other asset managers.
11/22/2022
Raiffeisen expands access to asset management mandates
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
11/22/2022
ESG has always been a priority for high-net-worth millennials, but it is becoming more important for older investors too
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
11/21/2022
Interim Management Statement for the first ten months of 2022 - Julius Baer
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
11/21/2022
Wealth management startup Kristal.AI nets US$10M funding, expanding into UAE
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
11/21/2022
Zurich PB: the industry must ‘move away’ from product pushing
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
11/21/2022
PKB partners with Ticino firm to support Swiss startups
The tie-up with Match Strategies helps in areas including networking and daily business management.
11/21/2022
Generation Z: Better to ask the BFF than the banker
This emerges from the answers to a nationwide survey conducted by the Lucerne University of Applied Sciences and Arts (HSLU) and Postbank Postfinance among around 3,000 people.
11/21/2022
Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says
The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.
11/21/2022
Private Banking is in excellent health
But also a role of social responsibility to protect the wealth of families, increase it, allow the passage between generations but above all to support the customer during phases of market uncertainty.
11/18/2022
Close Brothers boasts solid first quarter amid higher net inflows
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Credit Suisse «Turbo-Charging» High Net Worth Business
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.
11/18/2022
Credit Suisse wealth boss De Ferrari targets growth markets, tech boost
Around 60% of Credit Suisse's wealth business is exposure to what it calls growth markets such as the Asia-Pacific region and emerging markets, and the other main part is business with ultra-wealthy entrepreneurs.
11/18/2022
When will growth reaccelerate?
Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.
11/18/2022
Spectrum Wealth Management Joins Focus Financial
The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.
11/18/2022
Meet E4S: the academic venture spearheading the transition to a circular economy
E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.
11/18/2022
CS First Boston - a very American dream
CS First Boston, which will one day include international capital markets business and advice to companies on mergers and acquisitions (M&A), will be even closer to Wall Street than CS investment banking is today.