11/22/2022
Deutsche Bank Targets Asia, Middle East for Wealth Ambitions
De Sanctis highlights Saudi Arabia, Indonesia as key markets
Wealth and Asset Management
11/22/2022
Jeff Grinspoon of VWG Wealth Management, A Hightower Advisory Business, Wins 'Male Ally' Award from Savvy Ladies
The award recognizes men in the financial industry who go above and beyond to support their female colleagues
11/22/2022
UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list
With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.
11/22/2022
Private Banking Hitting the Cost Brakes as Assets Decline
The decline in assets reported by flagship Swiss private banks is considerable.
11/22/2022
Bankers Association: Full speed ahead after FTX crash
The Swiss Bankers Association sees the collapse of the FTX crypto exchange as an opportunity for the local financial center.
11/22/2022
Latest News from Tatton Investment Management: Plugging the holes
But while this Autumn Statement was intended to allay concerns of both capital markets and voters, the wider public was more focused on tax increases.
11/22/2022
Quilter’s WealthSelect MPS passes £10bn in AUM
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
Tatton Asset Management 1H Pretax Profit Rose on Record Inflows, Lifts Dividend
Revenue rose to GBP15.9 million from GBP13.8 million.
11/22/2022
Schroders Solutions client secures c£400 million buy-in
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/22/2022
Schwyz value AM targets institutional clients after Finma approval
The company is also open to partnering with other asset managers.
11/22/2022
Raiffeisen expands access to asset management mandates
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
11/22/2022
ESG has always been a priority for high-net-worth millennials, but it is becoming more important for older investors too
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
11/21/2022
Interim Management Statement for the first ten months of 2022 - Julius Baer
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
11/21/2022
Wealth management startup Kristal.AI nets US$10M funding, expanding into UAE
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
11/21/2022
Zurich PB: the industry must ‘move away’ from product pushing
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
11/21/2022
PKB partners with Ticino firm to support Swiss startups
The tie-up with Match Strategies helps in areas including networking and daily business management.
11/21/2022
Generation Z: Better to ask the BFF than the banker
This emerges from the answers to a nationwide survey conducted by the Lucerne University of Applied Sciences and Arts (HSLU) and Postbank Postfinance among around 3,000 people.
11/21/2022
Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says
The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.
11/21/2022
Private Banking is in excellent health
But also a role of social responsibility to protect the wealth of families, increase it, allow the passage between generations but above all to support the customer during phases of market uncertainty.