03/15/2021
Big ticket deals drive value of investment industry M&A
Further consolidation expected as competitive pressures increase on smaller players
Wealth and Asset Management
03/15/2021
Will the Fed Twist or Stand? By Gary Dugan
Fed meets this week. Will they twist QE to suppress long term US yields?
03/15/2021
LGT reports good results and strong net asset inflows in 2020
In a market environment impacted at all levels by the coronavirus pandemic, LGT’s key priority was to serve as a reliable partner for its clients at all times.
03/15/2021
Deloitte: How to Transform Swiss Wealth Management
Swiss wealth management (WM) has a long and proud tradition, but financial performance in recent past has been disappointing.
03/15/2021
Aussie Start-Up Raids UBS
Even prior to the mass resignations on Monday, Barrenjoey had already been seeking ex-UBS talent in Australia.
03/15/2021
Swiss Say No, Thanks to Work-From-Home Boom
The portal noted that work-related mobility is also higher than in early 2020, when the Swiss government imposed a widespread shutdown but stopped short of requiring employers to send staff home.
03/15/2021
Study Shows US Household Wealth Soared to Record Levels in 2020
The study reveals that U.S. Millionaire investors - households with $1 million to $5 million in net worth
03/15/2021
China’s wealthy find identity in growth
Recent reports by UBS and consultancy Bain set out to explain who China’s high net-worth individuals are, what kind of private banking services they want and how local and global lenders can best serve them.
03/15/2021
Against all odds by Pictet Wealth Management
The European Central Bank committed to accelerating its pace of bond purchases over the next three months in order to support the euro area’s economic recovery
03/15/2021
Cheques and balances by Rathbones
While Mr Biden has allowed a ceasefire on the trade war, we believe he is unlikely to hatch into a China dove.
03/15/2021
Schroders celebrates BlueOrchard’s 20th anniversary
Through BlueOrchard’s investments, millions of people with low income in emerging and frontier markets received access to financial and related services.
03/15/2021
Schroders recognised for exceptional offshore equity fund in the South Africa 2021 Morningstar Awards
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers.
03/15/2021
CI Financial to Acquire leading $4.7-Billion RIA
Transaction increases CI’s U.S. assets to $55 billion and expands presence to key southeast region
03/15/2021
Credit Suisse: Return to Founder's Vision?
Credit Suisse’s share price has slid as a result – by nearly six percent last week amid a downgrade by Goldman Sachs to neutral, from buy.
03/12/2021
Credit Suisse: Too Much Investment Banking in Asset Management
A look back at the past twelve months and CS Asset Management reveal a catastrophic track record
03/12/2021
Switzerland and the challenges of regulating sustainable finance
The financial sector can play a vital role in the transition, but the quality of readily-available data determines the quality of information that the sector can collate and pass on.
03/12/2021
Geneva PB posts negative consolidated net result
Losses increased by CHF 1.8m compared to the end of 2019, when the bank posted a negative net result of CHF 584,077.
03/12/2021
Deutsche Bank reports on-target delivery and progress on sustainability in 2020
Deutsche Bank made significant progress on sustainability and maintained its community engagement during the pandemic in 2020.
03/12/2021
Embattled stockbroker Davy puts itself up for sale
Minister for Finance ‘supportive’ of move as investment bank Rothschild hired to find a buyer
03/12/2021
Is Julius Baer Poised to Swoop in Ireland?
Julius Baer is especially interested in a book of wealthy private clients at Davy, the publication reported.