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.
Wealth and Asset Management
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.
09/09/2022
Thomas Jordan hails 'important step' of ECB interest rate hike
The SNB chairman also discussed the status of the Swiss franc.
09/08/2022
Bordier: 'Not for sale, never has been, never will be'
He became a very familiar figure among advisers in the early to late-2000s for his work with Skandia
09/08/2022
Adviser purchases of investment trusts hits highest level
Head of intermediary communications at the AIC, Nick Britton, said historically, market downturns have been a great time to buy investment companies.
09/08/2022
UK wealth consolidator buys IFA company
Goldsborough Wealth is a sound strategic fit for the group that will both complement and enhance our overall offering for clients.
09/08/2022
Klaus Wellershoff: The official inflation rate in Switzerland is only half true
As is well known, the Swiss National Bank (SNB), as the guardian of price stability in Switzerland, is pursuing a target range of 0 to 2 percent inflation.
09/08/2022
Wealth Enhancement Group Grows by Adding Pinnacle Private Wealth
The addition of Pinnacle Private Wealth brings Wealth Enhancement Group's total client assets to more than $56 billion.
09/08/2022
Apex Group expands North America presence with Prometa acquisition
Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.
09/07/2022
Responsible Investment sector review – a tough time for responsible investors
We look at the headlines and trends dominating the Responsible Investment sector, the latest analysis from our research team and how our Wealth Shortlist picks have performed.
09/07/2022
Lombard Odier: Sustainability on the Rise But Adoption Lags in Asia
Nevertheless, action has not proportionally reflected this with 45 percent of HNWIs in the region holding less than 20 percent of sustainable investments in their portfolios.
09/07/2022
JTC Private Office Shortlisted in the 2022 Spear's Awards
The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.
09/07/2022
St James’s Place taps AML regtech Napier for customer screening solution
The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or
09/07/2022
Lugano firm gains venture capital asset manager licence
Privilège Ventures manages a portfolio of early-stage startups, most of which are based in Switzerland.
09/07/2022
Growth Capital Provider Escalate Capital Partners Secures Investment From Kudu Investment Management
Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.
09/07/2022
Private Market Hub Becomes the First Multi-jurisdictional, Multi-tenant Enabled Solution for Private Equity Firms Globally
Northern Trust funds first to go live on the new multi-jurisdictional environment
09/07/2022
Citi Private Bank and Cambridge Family Enterprise Group Offer a Roadmap for Family Enterprises to Navigate Through the Turbulent 2020s
A global, multigenerational study commissioned by Citi Private Bank and conducted by Cambridge Family Enterprise Group reveals the critical issues and transformation strategies required for family enterprises—and families themselves—to succeed
09/06/2022
7IM launches portfolio for clients with greater risk appetite
7IM’s MPS range comprises of passive, active, and responsible choice portfolios.
09/06/2022
Aegon Asset Management wraps up distribution business in Hong Kong
On Hong Kong Securities and Future Commission’s online registry of institutions, the company confirmed that it has ‘ceased business of regulated activities’.
09/06/2022
Credit Suisse signs agreements with Butterfield and Gasser Partner to sell its global trust business
The transaction with Butterfield is expected to close in the first half of 2023 and is subject to customary conditions, including regulatory approvals.