12/14/2022
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
Barclays Private Bank has been operating in Switzerland since 1986.
12/14/2022
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.
12/14/2022
Bobst has been on the AKB supervisory board since the end of 2020; the fact that he can now move up for Egloff caused discord in advance.
12/14/2022
The fund will invest in Swiss houses and apartments and has a partnership with MoneyPark.
12/14/2022
'Inherent business inefficiencies'
12/14/2022
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/13/2022
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
12/13/2022
The establishment of the DIFC branch is a key initiative to further expand its client franchise and the footprint of its relationship managers.
12/13/2022
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
12/13/2022
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital
12/13/2022
Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.
12/13/2022
Willem Sels, global chief investment officer for HSBC Global Private Banking and Wealth, is diving into Chinese equities despite a mixed economic outlook.
12/13/2022
The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.
12/13/2022
The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.