02/03/2021
Credit derivatives house of the year: Credit Suisse
Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked
Wealth and Asset Management
02/03/2021
Wealth manager to launch defensive fund of up to £50m aimed at risk-averse
Fixed interest makes up the majority of the fund’s asset allocation at 70%, with equities and related securities accounting for less than 25%.
02/02/2021
Digitalization: The Future of Wealth Management
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
02/02/2021
UBS: Personnel carousel in Germany turns
The largest Swiss bank hires a Senior Relationship Manager for its branch in Düsseldorf
02/02/2021
Edmond de Rothschild: All Eyes on Ariane
His wife, Ariane de Rothschild, chairs the bank and orchestrated its recent strategy overhaul.
02/02/2021
12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.
02/02/2021
LUKB Annual result 2020
For the current year 2021, which marks the start of the “LUKB25” strategy, LUKB has set itself a profit target in the range of 2020.
02/02/2021
Hawksmoor to open new Bath Office
The opening of a new office in Bath is an exciting step in Hawksmoor’s expansion plans.
02/02/2021
Basel IAM strikes fund distribution deal with German fintech
The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
02/02/2021
Five key trends in UK real estate investment
Yet despite these threats, the investment picture in the UK remains bright.
02/02/2021
Recognition for JTC in Most Influential Private Client List
The annual list features a range of lawyers, accountants, trustees and intermediaries and is a market-leading guide to the individuals shaping the modern private client landscape.
02/02/2021
Asset Manager DWS Says All of Its New Funds This Year Will Be ESG
DWS follows a move by UBS Group (UBS) last year to recommend sustainable investing over traditional investing to its global clients.
02/02/2021
Nordea Bank Is Reorganizing Its $390 Billion Wealth Business
The changes won’t result in job cuts, but the positions of Nordic head of private banking and Nordic head of investment and security advisory services will be eliminated, he said.
02/02/2021
Are Switzerland’s new tax breaks for companies a licence to misbehave?
Switzerland has announced that companies will be able to deduct multi-million dollar fines incurred abroad from their tax bill. Critics argue it rewards bad behaviour.
02/02/2021
Zurich Financial Center's Key Advantage
This was the finding of a study published Tuesday by the Swiss economic research institute BAK Economics for the government of the canton of Zurich.
02/02/2021
Barometer: Day trader salvos won't dent stocks' attractions
The surge in trading activity and hedge funds reducing their positions in other more widely held equities has caused one of the sharpest daily spikes in market volatility ever recorded.
02/02/2021
Guernsey insurance sector supports London museum campaign
Insurance and risk management goes back thousands of years and London has been one of the centres of the global industry since the days of the coffee houses, where insurance deals were struck, in the 17th century.
02/02/2021
Union Bancaire Privée Ends Family Office Bid
The Swiss private bank is shutting down a ten-year effort with the ultra-rich and family offices, finews.com can reveal.
02/01/2021
Julius Baer posts 50% FY profit rise
Significant increase in net profit – Proposed ordinary dividend up 17% to CHF 1.75 per share – New share buy-back programme of up to CHF 450 million
02/01/2021
Amundi BOC Wealth Management’s Shares Offering
This is a publicly offered closed-end net-worth wealth management product with an annualized performance comparison benchmark of 4.65%.