03/07/2022
UBS publishes Annual Report 2021
The Report presents the fully audited results for the year ending 31 December 2021.
Wealth and Asset Management
03/07/2022
UBS publishes agenda for the Annual General Meeting of UBS Group AG on 6 April 2022
The UBS Board of Directors also announced that Reto Francioni is not standing for re-election to the Board of Directors of UBS Group AG and UBS AG.
03/07/2022
Schroders launches two new equity funds with a focus on small and micro cap companies in the Nordic region
Schroders has successfully launched two new funds for investors focused on small and micro cap companies in the Nordics, a region which is characterised by cutting-edge technology and superior growth.
03/07/2022
UBP's ESG sovereign local-currency debt strategy
As emerging markets mature and grow, their ability to finance themselves through bonds issued in local currencies will increase, and, consequently, so will opportunities for investors.
03/07/2022
Citi aims to hire up to 3,000 wealth advisors over five years
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.
03/07/2022
Women: the new faces of wealth
High profile women are increasingly in the spotlight for all the right reasons when it comes to charitable giving and creating foundations.
03/04/2022
UBP partners with CRUX AM
Through this partnership, CRUX will therefore advise UBP on the Bank’s Asia equity funds and mandates
03/04/2022
Credit Suisse Group Statement
Following the successful closure of the transaction, Credit Suisse requested non-participating investors to destroy documents relating to the matter, as stipulated in the NDA.
03/04/2022
Credit Suisse Swiss real estate funds - Annual financial statements
Credit Suisse Real Estate Fund Green Property exhibits market value of more than CHF 3 bn
03/04/2022
Wealth manager makes fourth acquisition
Deal brings group AuM to £800m
03/04/2022
'Every morning we wake up to new sanctions': Inside a Russian private bank
A Russian private banker provides a unique insider's account of how they are having to redraw their approaches daily as new restrictions are placed on the country following its invasion of Ukraine.
03/04/2022
Polin promises 'meaty' M&A for Sanlam after PE deal
The advice business will remain restricted, which he said would be positive for its clients and for its advisers.
03/04/2022
Russian Ties to Swiss Banks
The news outlet looked into relationships between a number of Russian oligarchs and companies to financial services companies in Switzerland by cross-referencing sanctions lists with leaked documents from the Pandora Papers and the Fincen Files.
03/04/2022
Triple Success for JTC
The Awards are now in their eleventh year and are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector and highlight the female leaders of today and tomorrow.
03/03/2022
Citigroup Plans to Target Independent Advisers in Wealth-Management Push
Bank details wealth expansion at virtual investor day
03/03/2022
Private Banking: Moscow Does Not Answer Anymore
The EU decided on Wednesday to cut-off seven Russian banks on 12 March from the Swift intra-bank messaging system
03/03/2022
Quilter Foundation supports DEC Ukraine Appeal with £100,000 donation
Every pound donated by the UK public will be matched by the UK government through its Aid Match scheme up to the value of £20 million.
03/03/2022
VZ Group Profit Soars on Fees Growth
VZ said assets under management increased 24 percent to 39.0 billion francs in 2021 from 31.5 billion the previous year.
03/03/2022
Schroders - Full-Year Results 2021
Delivering excellent investment performance is always our primary focus; it was pleasing that 79% of assets outperformed on a three-year basis.
03/03/2022
Raiffeisen profit rises
The provisioning ratio for 2022 is expected to be around 40 basis points.