09/13/2022
German wealth manager to launch Swiss equity fund
The fund will be available to financial intermediaries in Switzerland.
Wealth and Asset Management
09/13/2022
Why isn't gold working?
Gold was the best performing asset class during the 1970s, with the price appreciating more than ten times higher in dollar terms.
09/13/2022
Quilter Investors launches timber strategy for new WealthSelect portfolios
The fund will also focus on companies through the timber value chain which provide bio-degradable substitutes to plastics, concrete or steel.
09/13/2022
UBS West Coast Private Wealth Team Ranked Ninth Among Barron’s Top 100 Private Wealth Management Teams
We are extremely proud to see Mark, Craig, and their team recognized as one of the top Private Wealth teams in the country
09/12/2022
Clifton Asset Management acquires financial firm
With this acquisition, Clifton adds £130m to its assets under management (AUM), bringing its total AUM to £970m.
09/12/2022
HSBC sets up new wealth management business
The launch of HSBC Philippines’ new business is timely given that in the Philippines, rising wealth is observed through increasing bank deposits and investments on securities.
09/12/2022
Forget saving. I’m buying Rolls-Royce shares to build wealth!
Rolls-Royce shares have continued downwards in recent months despite several positive indicators for the business. Here’s why I’m buying.
09/12/2022
Investment Strategy
In a crisp 8-minute speech at the event, Fed chair Powell mentioned inflation over 45 times, leaving no ambiguity about their focus on inflation, thus dampening the markets’ optimism.
09/12/2022
Swiss private banks claim that the EU protects the financial sector
The Association of Swiss Private Banks finds this view to be incorrect and has issued a counterstatement.
09/12/2022
Former UBS Chief Says Switzerland Doesn't Need Two Large Banks
While it is nice that Switzerland has two successful big banks, the domestic market is not dependent on them.
09/12/2022
Fairstone enters Irish market with latest purchase
Fairstone said the service has been a unique player in Ireland, combining insight with an innate understanding of digital trends to serve its target market.
09/12/2022
Credit Suisse Poses Idea of Equity Stake for Investment Bankers
Earlier this year investment banking co-head David Miller said in a townhall that the aim was to transform the unit to become capital-light and advisory-focused
09/12/2022
Wealth of Singapore's 50 richest on Forbes list falls by over 20%
Their collective wealth fell by more than 20 per cent to US$164 billion in 2022 from US$208 billion in 2021.
09/09/2022
How much wealth Prince Charles will inherit from Queen Elizabeth?
The bulk of the late sovereign's personal wealth will pass to Charles intact, without the British government getting a slice.
09/09/2022
Hugh Elwes: Expect further M&A acceleration in wealth management
Wealth managers have emerged from the pandemic relatively unscathed and have now returned to face meetings with clients and are gathering further assets, often arising from client cash flows accumulated through the pandemic.
09/09/2022
Evelyn Partners continues expansion of Newcastle office with addition of Scholes & Brown team
Evelyn Partners last month moved into its new Newcastle offices at St Ann’s Quay, which provides triple the space of its previous premises in the city.
09/09/2022
WealthManagement.com Recognizes Top Companies, Execs at 2022 Industry Awards
The eighth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
09/09/2022
Benefits of enterprise agility for the wealth and asset management industry
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/09/2022
Credit Suisse buys out partner in China joint venture
The Swiss bank will acquire the 49% held by Founder Securities for CHF 190m, giving it full control of the operation.
09/09/2022
Energy transition specialist invests in Geneva boutique
In addition, Belgian asset manager Degroof Petercam has increased its minority stake in the company.