03/10/2021
Cantonal bank’s net inflows increase as it prepares to launch subsidiary
Annual profit grew by 1% to CHF 138.1m, while gross profit increased by 2.4% to 275.6m within the interest business.
Wealth and Asset Management
03/10/2021
Credit Suisse Removes Bankers Over Greensill
Credit Suisse is also taking a Zurich-based banker who managed the supply chain funds off the job temporarily.
03/10/2021
Pandemic breeds new generation of investors
The pandemic is breeding a new generation of active and purpose-driven investors in their late 20s and early 30s who are keen to do more and do good with their money, according to new research published today by Nutmeg.
03/10/2021
Future Returns: How UBS Surpassed a $5 Billion Impact Goal
The fund also financed grants for academic cancer therapy research and access to cancer care in developing countries through a percentage of the manager performance fee and 1% of royalties on any drugs that came to market.
03/10/2021
Northern Trust Announces Florida Leadership Changes
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.
03/10/2021
Credit Suisse Releases 2021 Hedge Fund Investor Survey
Hedge funds are favored asset class to enhance traditional 60 / 40 model – 70% of investors plan to make changes to their portfolio in 2021 due to the current environment of lower bond yields.
03/09/2021
Trends in wealth management; a look back at 2020
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
Coutts' personal portfolio funds attract £55m in best ever month
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
Northern Trust Launches Operational Risk Consulting Service for Front Office Solutions Business
The new capability provides expertise to investment organizations seeking to optimize operations and identify risks across their front, middle and back offices.
03/09/2021
Keep calm and carry forward
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
‘Great, a woman!’ Natacha Guerdat on gender in Swiss asset management
The head of research at Asteria Investment Managers on ESG's female roots and addressing the gender pay gap with transparency.
03/09/2021
2020 shaping new trends for family offices, wealthy families and their advisors
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.
03/09/2021
Capitalising on consolidation: CHF 21bn firm founds Swiss IAM platform
Cinerius Partners is based in Zug and aims to unite independent asset managers in the German-speaking region of Switzerland and improve their profitability using economies of scale.
03/09/2021
Private bank launches digital asset banking services
As a result, clients will be able to trade in major crypto currencies. The services are integrated into InCore Bank’s ‘Digital Asset Layer’ platform.
03/09/2021
VP Bank cuts dividend as net profit falls 43% and proposes board member
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/09/2021
Cambridge Associates opens Hong Kong office for HNWIs
New location and expanded team to elevate client service in Asia
03/09/2021
Good Result in the First Year As An Independent Bank
As a cooperative bank, Bank Avera distributes part of the success it generates to the charitable companies in the Hinwil, Pfäffikon and Meilen districts.
03/09/2021
Reaching High-Net-Worth Investors Means Funneling the Right Resources
Engaging the HNW market will require asset managers to shift distribution models and adopt technology
03/09/2021
EFG turns to Regtech for help in offshore business
The young company, founded in Zurich in 2014, has achieved another coup.
03/09/2021
Canaccord Genuity Group Inc. Provides Shareholder Update
Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.