06/02/2023
Credit Suisse real estate bosses reunite at Zug boutique
The two recruits, who both join from Credit Suisse, have joined R2 Partners.
Wealth and Asset Management
06/02/2023
Raiffeisen boss does not want any competition from Postfinance
He describes a strengthening of Postfinance, which is being considered by politicians, and the entry of the yellow giant's bank subsidiary into the mortgage market, for example, as undesirable.
06/02/2023
ZKB introduces cantonal bank bail-in senior to euro mart
It then returned to the euro market in April 2022 to land a €500m six-year non-call five Tier 2 transaction aimed at meeting its gone concern capital requirements.
06/02/2023
Less than 60 days until Consumer Duty: A wealth management opportunity beyond compliance
In practice, Consumer Duty centres on clear and timely communication, client support and personalized service based on client profiles as well as the ability to demonstrate fair value.
06/02/2023
SJP's succession: Five priorities for the next chief executive
Advice giant has employed head hunters to search for a new leader
06/02/2023
UBS to keep Credit Suisse's private banking business in Spain
UBS plans to retain the domestic wealth management business of Credit Suisse in Spain.
06/02/2023
Goldman Sachs to Hire More Advisors for UHNW Unit: Exec
Waldron was speaking specifically about the group of around 1,000 advisors and support staff at its ultra-high net worth Private Wealth business, a spokesperson confirmed.
06/02/2023
Janus Henderson and Privacore announce partnership
Janus Henderson’s strategic goals to diversify and expand its company are in line with this approach.
06/02/2023
Morgan Stanley’s Profit Goal for Wealth Management Division
However, it recently set a goal of $12 billion in pretax profits for its wealth management division in the coming years.
06/01/2023
Scotia Global Asset Management announces risk ratings changes on some of its Funds
There is no change to the investment objective or strategy of the funds associated with their new risk ratings.
06/01/2023
Impax Asset Management Group plc Interim results to 31 March 2023
Additional contribution to AUM of £3.3 billion from market movements, investment performance and the impact of foreign exchange effects
06/01/2023
Swiss National Bank Concerned by Pace of Bank Run
A massive amount of deposits went out in a matter of days, Jordan said, adding that it was something the SNB had to look at very carefully to avoid such bank runs happening in future.
06/01/2023
Wealth consolidator forks out £8m on double acquisition
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
05/31/2023
Now Credit Suisse Shareholders are After UBS
This time the claims are directed at UBS.
05/31/2023
Wealth manager opens office in Petersfield
It is the SJP partner firm’s second operation across the UK
05/31/2023
Charleston wealth management firm merges with Atlanta firm
Apollon is a full-service wealth management firm, and as a result of this partnership
05/31/2023
Standard Chartered and Singapore FinTech Association partner on blockchain paper to drive sustainability in supply chain payments
Concept paper deep dives into sustainability practices across global value chains and reveals specific tools to encourage alignment and integration among stakeholders
05/31/2023
Refik Anadol’s ‘Glacier Dreams’ debuts in Singapore as a new multi-sensory experience in Julius Baer’s NEXT initiative
Inspiring joy and hope, ‘Glacier Dreams’ will be projected on the façade of ArtScience Museum
05/31/2023
Pictet Moves European Headquarter Out of Luxembourg
The designated head of the institution and head of wealth management for the region is Christian Schroeder.
05/31/2023
Handelsbanken enters into an agreement to sell private, SME and life insurance operations in Finland
The private customer, asset management and investment services operations are to be sold to S-Bank, who will also take over lease agreements for branch offices.