02/09/2023
Understanding Financial Advisory and Wealth Management
Understanding the goal and can recommend a course of action that gets there as soon as possible.
Wealth and Asset Management
02/09/2023
US equity market looks unlikely to lead the global pivot in sentiment
This has now risen to 5.15%, in line with the most recent median estimate of 5.125% from top Fed officials.
02/09/2023
Wealth Enhancement Group Grows by Adding Washington Wealth Advisors, an Independent RIA with Over $273 Million in Client Assets
This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.8 Billion as East Coast Presence Grows
02/09/2023
UBS advisor team Montage Financial Group named to the Forbes Best-in-State Wealth Management Teams list
The Montage group is a specialized, experienced team that focuses on delivering insightful, tailored advice to guide generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges.
02/09/2023
Hightower Facilitates Strategic Merger Between TC Wealth Partners and EFG Advisors, Bringing their Combined AUM to More Than $2 Billion
Both firms are based in the Greater Chicago area and specialize in serving business owners
02/09/2023
MONTHLY UPDATE: Transition Time - Coutts
Markets breathe sigh of relief as inflation pressures ease
02/09/2023
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2023 Results
Excluding significant items, quarterly earnings per common share of $0.16 (1)
02/09/2023
Credit Suisse makes strong progress on Group strategic priorities
The transaction should further strengthen CS First Boston’s advisory and capital markets capabilities.
02/09/2023
Credit Suisse Group announces the acquisition of The Klein Group LLC
CS First Boston, with its differentiated proposition and partnership model, is expected to be more global and broader than existing investment-banking boutiques, more focused than bulge bracket players, and to be competitive in attracting and retaining to
02/09/2023
Leonteq publishes full-year 2022 results
Leonteq continued to focus on disciplined risk management and saw more than a two-fold increase in its net trading result in 2022.
02/09/2023
Good annual result for 2022 at Glarner Kantonalbank
The Board of Directors will propose an unchanged dividend payment of CHF 1.10 per share to the Annual General Meeting.
02/09/2023
IQ-EQ’s Freddy Meyer named in Citywealth’s Top 20 Trustees 2023
With over 20 years’ experience delivering consistently for clients across the globe, Freddy is an expert in working with ultra-high-net-worth families and attuning solutions to meet the needs of the people behind the family office.
02/09/2023
BCV Group in 2022: 3% increase in net profit, dividend and dividend target raised
In line with previous years, the Bank is renewing its distribution policy for a period of 5 years with a raised objective, i.e. a dividend of between CHF 3.80 and CHF 4.20 per share.
02/09/2023
Credit Suisse Loses Over $200 Billion of Wealth Assets in 2022
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
02/09/2023
Oddo BHF launches ‘hybrid’ venture capital fund
The new strategy aims to build a portfolio of investments in venture capital funds and unlisted technology companies from around the world.
02/09/2023
Over a quarter of the world’s wealth is controlled by 500 money managers: Why they matter
Here’s why your investments can hold much more global influence than you think
02/09/2023
Citywealth publishes Top 20 Trustees list
Citywealth has published its 2023 Top 20 Trustees ranking, highlighting key figures in the wealth management and private client sectors.
02/09/2023
How Arbuthnot Latham plans to 'disrupt' the DFM market
The DFM service is available for clients looking to invest at least £500,000.
02/08/2023
SafeGuard Asset Management appoints Apex Group for fund services
The SafeGuard CORE ONE Fund seeks to provide investors with a level of predictability in an unpredictable world.
02/08/2023
Lombard Odier tailors strategies for risk profiles
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.