03/23/2022
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
The “buy the dip” mentality appears to be ignoring the fundamental changes under way around the world.
03/23/2022
The SAP and BCG partnership will help companies tackle the generational challenge of climate change and respond to increasing investor pressure and ever stricter regulations.
03/23/2022
Bank's business in region grew between 10-20% in past 5 years, top executive says
03/23/2022
As a result of the portfolio expansion, the positive revaluation of existing properties, and the construction progress of a newbuild project, the market value of the portfolio properties increased to CHF 4,205.5 million (previous year: CHF 4,033.8
03/23/2022
The development of the intermediaries Spanish market will be under the remit of Claudia Linares and the bank will strengthen with new hires.
03/23/2022
5 bps or more chopped off
03/23/2022
The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.
03/22/2022
The executive board collectively got a raise as well, with the nine members sharing 35.5 million francs in 2021, up from 32.1 million the year before.
03/22/2022
The listing will happen through demerger of EWM from EWM holding company (Edelweiss Securities, which was a subsidiary of Edelweiss Financial Services).
03/22/2022
The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops
03/22/2022
In line with our investment principles, we’re removing Russian assets from our client portfolios and funds.
03/22/2022
Mirabaud also continued to expand its Private Equity offering, especially in the areas of lifestyle, impact and innovation.
03/22/2022
Operating within an increasingly digital landscape and serving next-generation clients
03/22/2022
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
03/22/2022
The new service resides within Santander Select, the firm’s private banking unit in Uruguay which focuses on investments.
03/21/2022
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Wealth managers are the ideal advisors for clients seeking private market opportunities as they have unmatched multi-disciplinary capabilities, relationship-building skills, and institutional clout.
03/21/2022
It has been a strategically important business area for us for 30 years and includes not only asset managers but also multi family offices, fund management companies, trust companies and law firms.
03/21/2022
The word “propaganda” used to have a comparatively innocent meaning. It was how the Church sought a way of propagating the faith. Then came the ‘Great War’..
03/21/2022
The Sustainability Report includes a detailed outline of Julius Baer’s new climate strategy to achieve net-zero carbon emissions in its own operations by 2030.