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.
Wealth and Asset Management
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.
03/12/2021
Credit Suisse's Asset Management Secret Sauce
The Swiss bank consistently shifted investment bank risk into its more opaque money management after the 2008/09 financial crisis.
03/12/2021
Economic growth stalls, but we should keep calm and carry on
The government and Bank of England will be thinking they just need to get through this first part of the year before the sun is shining once again.
03/12/2021
Schroders takes leading role at inaugural Net Zero Finance Summit
Schroders Global Head of Product Solutions and Quant, Carolina Minio Paluello, will be one of the key speakers at the inaugural Net Zero Finance Summit.
03/12/2021
Succession planning in the Middle East
Most HNW families want to set up structures in jurisdictions with an excellent reputation and compliance framework.
03/12/2021
Reasons to be cheerful about the UK equity market
George Luckraft, manager of the St. James’s Place Diversified Income Fund since 2007, discusses his positive views about the UK equity market outlook and what this means for his investment strategy.
03/11/2021
KPMG: Few Banks Digitally Equipped to Dominate Asian Wealth
In the region as a whole, only a couple of universal banks appear to have the product shelf and economic clout to truly dominate.
03/11/2021
Quilter merges Quilter Cheviot with mass-affluent advice division
The move comes as part of a long-term overhaul of its businesses.
03/11/2021
UBS Advisors Gerry Bandini and David Chodosch Named to Forbes/SHOOK Best-in-State Wealth Advisors List
They continuously provide their clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their
03/11/2021
CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 Billion for the First Time
All financial amounts in Canadian dollars unless stated otherwise.
03/11/2021
WealthTech Views Report: Looking into 2021 - the view from SIX
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX