07/20/2022
Barclays Opens Subsidiary in Taiwan
The new unit, which will be called Barclays Securities Taiwan, will leverage global expertise from its corporate and investment bank to provide access to regional and global capital markets.
Wealth and Asset Management
07/20/2022
Migros Bank continued on its growth course in the first half of the year
Migros Bank used its earning power to strengthen its core business and to further implement the overall bank strategy launched in 2021.
07/20/2022
BLKB has plans for its own fund house
In the interest business, the main business of the cantonal bank, the institute was able to increase net income by 4.1 percent to CHF 140.9 million.
07/20/2022
BMO joins GPFA and raises total assets to $10tn
GPFA brings together beneficial owner members with the goal of encouraging the development of a more effective and transparent marketplace for securities financing activities, liquidity management and collateral management.
07/20/2022
Sanlam Wealth sets out ambitious growth plans post rebrand
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
07/20/2022
TAM Asset Management: Long term investing isn’t a luxury everyone has
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
07/20/2022
EU Looking to Lock Switzerland Out
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.
07/20/2022
One Four Nine Group acquires firm in Scotland
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
07/19/2022
Merrill reports ‘bull market for advice’ in Q2 earnings call
Rising interest rates helped; the $1.8bn in net interest income recorded last quarter was also an all-time record.
07/19/2022
Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development
The Galehead partnership and pipeline will contribute towards GIG’s strategy of owning both development and operating-phase renewable energy assets.
07/19/2022
Withers global art team recognized by Chambers 2022 HNW guide
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/19/2022
Withers recognized as a leading firm globally in latest Chambers High-Net-Worth guide
They are creative and willing to offer different types of advice for consideration, and there is good attention to often overlooked details and strong risk mitigation.
07/19/2022
BCV searches for bond fund manager
The new hire must have a proven track record in bond portfolio management, with a minimum of five years desired.
07/19/2022
Banque Cantonale du Valais 2022 half-year results
Good half-year resltus for Banque Cantonale du Valais
07/19/2022
Liontrust suffers £500m outflows as it creates new team
AuMA at £34.2bn
07/19/2022
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
07/19/2022
Ex-GAM man moves to Luxembourg competitor in Zurich
The Luxembourg fund house Candriam expands its presence in the city on the Limmat. Anyone new to Zurich.
07/19/2022
Franco Polloni: «EFG has benefited from the turbulence at CS»
Many people do not know that. But overall we have always had a large base of Swiss customers.
07/19/2022
London & Capital sets up shop in Spain
‘We’re not your typical British wealth manager’
07/19/2022
Kingswood U.S. Recruits More Than $355 Million in Total Client Assets with Addition of Eight Independent Financial Advisors and Practices
The new affiliates in the Kingswood U.S. network bring decades of experience in holistic financial planning and represent diverse geographies as well as client bases.