03/08/2022
Why automated reconciliations are crucial for wealth managers
As a result, many firms are turning to digital transformation to help square the circle of improving data integrity and reporting
Wealth and Asset Management
03/08/2022
Credit Suisse triggers margin calls to wealth clients over Russian assets
The bank asked its wealthy clients to post more collateral after slashing lending values on Russian securities
03/08/2022
Evolving towards equality: Women are taking their rightful place in the workplace
2022 has seen global tensions rise, bringing increased volatility and uncertainty. And yet, today more than ever, working together is key to building a strong, inclusive and sustainable future.
03/08/2022
Schaffhauser Kantonalbank reports strong growth in asset management
The good result enables the highest ever distribution to the canton.
03/08/2022
Schroders celebrates International Women’s Day 2022 #BreakTheBias
Schroders is today celebrating International Women’s Day 2022 with #BreakTheBias.
03/07/2022
UBS CEO Hamers Earned Less Than Predecessor
Hamers’ 2021 fixed remuneration was just below 3.0 million, combined with a variable component of 8.5 million.
03/07/2022
Is Credit Suisse Building a Purely Swiss Bank?
It made a surprising change in the Swiss unit by reorganizing it.
03/07/2022
Wilsons acquires Chancellor for private wealth, flags more M&A
It is understood Wilsons won a competitive process to buy Chancellor Portfolio Services, adding the firm’s clients, client assets and advisers to its private wealth advisory division.
03/07/2022
VTB apparently facing tough measures in Zug
The move comes after the bank's assets were frozen and VTB is among seven banks set to be banned from Swift global payments network next Saturday.
03/07/2022
Pictet: Surprising Move in Private Banking
In this role, he will also become a member of PWM's Executive Board.
03/07/2022
UBS Has $200 Million Exposure to Russian Assets in Loans to Rich
Wealthy Russians with links to President Vladimir Putin have seen their assets frozen across the world
03/07/2022
UBS publishes Annual Report 2021
The Report presents the fully audited results for the year ending 31 December 2021.
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