05/05/2022
Cardea Group strengthens market position through acquisition of Olympia Wealth Management
With this acquisition, Cardea is accelerating its already established growth path and further leveraging synergies within the group.
Wealth and Asset Management
05/05/2022
Credit Suisse froze $10.6 billion worth of sanctioned assets in Q1
The bank also said Russian clients now held less than 4% of assets under management in its wealth management businesses.
05/05/2022
Pictet AM to partner with natural capital research programme
It will work alongside consortium members including the UN Principles for Responsible Investment and Stanford University.
05/04/2022
Swiss Banking Law Comes Under UN Criticism
Under Swiss banking law, disclosure of certain bank data is punishable by heavy fines or even imprisonment, regardless of whether the data is in the public interest.
05/04/2022
UK Wealth Management: Spotlight on Value Creation
This layer includes the spectrum of wealth managers
05/04/2022
Monthly market review: April showers
After a dismal first quarter of the year, the month of April only saw equity markets volatility increase / continue and proved to be the worst month for a bond/stock portfolio in over two decades. Here are 10 stories to remember from an eventful month.
05/04/2022
RBC Wealth Management Reshuffles Asia Leadership
Reed will be succeeded by North Asia head of private banking Nick Chan who will take on a broader remit to lead RBC Wealth Management's sales and relationship teams across Hong Kong and Singapore.
05/04/2022
L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry
The industry remains in a state of flux and business models continue to evolve
05/04/2022
Revisiting the most relevant wealth investment vehicles
Mrs Krabbs, a seasoned businesswoman, fired a key question, the one relating to taxation and any potential exemption.
05/04/2022
10 Countries Holding The Most Private Offshore Wealth
However, the boom is adding to a growing debate about worsening inequality as world leaders, humanitarian organizations, and civic groups are calling on governments to revisit their policies and redistribute wealth.
05/04/2022
Tilney Sustainable MPS adjusts portfolio amidst dire market conditions
Recent re-balance
05/04/2022
Geneva Cantonal Bank Struggles With Succession
All proposals were accepted at the AGM, including the appointment of Sandrine Salerno
05/04/2022
How herd mentality affects more than just your investments
From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.
05/04/2022
LGT Bank Selects SEBA Bank To Provide Digital Asset Custody and Brokerage Services
LGT Bank is part of LGT Group, a leading international private banking and asset management group with over CHF 280 billion in assets under management.
05/04/2022
Weathering economic turmoil: keep calm and stay invested
While the macroeconomic outlook has indeed deteriorated, the media tends to aggravate the situation to maximise their audience.
05/04/2022
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation.
05/04/2022
Are wealth managers keeping up with progressive clients?
6 key learnings for today's new normal
05/04/2022
Recession in Q2? What key economic data say
2022 is a risky year, in markets as well as the economy.
05/04/2022
HSBC Break-Up Proposal
Analysts from Investec and Federated Hermes also highlighted the potential downside, saying HSBC would be less diversified and less connected to international trade.
05/04/2022
Robeco Switzerland partners with Zurich universities
The aim of the cooperation is to promote research and its practical application in the field of sustainable investing.