12/01/2022
J.P. Morgan private bank invests in two Swiss fintechs
Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.
Wealth and Asset Management
12/01/2022
Janus Henderson expands sales in French-speaking Switzerland
According to the announcement, Fedor Plambeck , Director of Sales Switzerland, still sees enormous potential for long-term growth in Switzerland.
11/30/2022
Nomura Seeks Revenue Boost From Wealth Unit
Alongside its advisory unit, the two are considered capital-light businesses which are expected to see a boost in growth and productivity.
11/30/2022
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
11/30/2022
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen
As a result of this transaction, Davis & Seiley will gain access to the expertise and operational strengths of HoyleCohen.
11/30/2022
All the winners of the 2022 PA Wealth Partnership Awards
Rewarding excellence where wealth and asset managers work together for the benefit of end-investors
11/30/2022
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West
11/30/2022
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
How families are safeguarding their assets for the next generation
Succession planning for the future
11/30/2022
SNB Vice-Chairman Makes the Case for Cash
Digitalization has changed payment habits and put pressure on hard cash.
11/30/2022
Leonteq debuts its ETP+ label and launches its first ETP+ on the FuW Swiss 50 Index NTR
In combination with Leonteq as an issuer that is a regulated securities firm with an investment grade rating and a strong capital position, this new setup offers a compelling differentiation to existing ETP providers.
11/30/2022
Three firms join Alliance of Swiss Wealth Managers
Two of them, Diamond Capital and Prime Partners, featured in Citywire Switzerland's Top 50 Independent Asset Managers 2022 publication.
11/30/2022
Rahn+Bodmer Co. Incorporates New Sustainability Capabilities Powered by Clarity AI Clarity AI’s ESG Risk
This seamless integration enables ease of work and the ability to immediately apply the most comprehensive sustainability data set in the industry.
11/30/2022
BBH Announces Termination of Investor Services Transaction with State Street
BBH will continue to invest in the people, technologies, and market segments that make Investor Services a differentiated and valued offering for the world's most sophisticated institutional investors
11/29/2022
Asset Managers in French-Speaking Switzerland Face Finma Hurdle
The Swiss financial industry has been confronted with myriad problems in recent years.
11/29/2022
Benjamin Cavalli: «Onshoring Offers Tremendous Wealth Opportunities»
This includes some downsizing as part of the group’s cost-cutting initiative to reduce global headcount by 5 percent in the fourth quarter and a recent streamlining of the organizational structure in the region.
11/29/2022
Wealth managers 'regularly surprised' by clients' investment decisions
Oxford Risk research
11/29/2022
Safra New York Corporation To Acquire Delta National Bank and Trust
Delta provides private banking and wealth management services to high net-worth clients through its offices in New York and Miami.
11/29/2022
SJP: Family is Top Source of Financial Advice for Millennials
Family is the leading source of information for millennials seeking financial advice
11/29/2022
Swiss Life and UBS Gather Millions to Combat Energy Shortage
Several investors from the very beginning participated in the transfer to CEIS3 and now a total of 38 institutional investors are on board.