11/03/2021
CI Financial to acquire $4.1 billion private client RIA
Agreed deal takes CI's U.S. assets to more than US$87 billion
Wealth and Asset Management
11/03/2021
Credit Suisse to tighten the reins after string of scandals
Credit Suisse drafted in seasoned banker Antonio Horta-Osorio as chairman in April to stop the rot and he will lay out his charter to reform Switzerland's second-biggest bank on Thursday when it presents third-quarter results.
11/03/2021
Morgan Stanley Publishes Comprehensive Cryptocurrency Guide for Wealth Management Clients
In the document, strategists at Morgan Stanley Research gave a detailed analysis of the various activities, sectors, and trends that currently make up the highly speculative crypto industry.
11/03/2021
Vontobel continues to deliver very good results
Vontobel expects the market environment to remain challenging.
11/03/2021
Private wealth can power the world towards a more sustainable future
The panel explored the intersection between sustainable investing and philanthropy.
11/02/2021
Credit Suisse Tips Veteran to Run New Wealth Unit
The favored candidate is a veteran of the Swiss bank, due to return to the fold after a three-year stint elsewhere.
11/02/2021
Two UBS advisors named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.
11/02/2021
Credit Suisse plans accelerated China expansion, says China CEO
Credit Suisse has hired more than 120 people since gaining a majority stake in its China securities joint venture in June 2020
11/02/2021
Credit Suisse: Drafting an European Champion
Looking at some other parameters might provide other clues.
11/02/2021
StanChart Profits Surge
We delivered a return to top-line growth in the third quarter and achieved further progress against our strategic priorities
11/02/2021
More than 500 British firms are now B Corp certified including the Queen's bank Coutts - we ask its UK boss: is the badge at risk of being diluted?
But does this rapid rise in B Corps risk diluting the integrity of the certification?
11/01/2021
SA wealth managers turning to uncorrelated alternative assets
To beat high priced equities.
11/01/2021
António Horta-Osório's Side Job on M&A
Bank executives including Renato Fassbind, David Blumer, Phil Ryan, or Joachim Oechslin have moved from one to the other.
11/01/2021
Philipp Rickenbacher: «Smaller Acquisitions Don't Make Sense»
Julius Baer CEO Philipp Rickenbacher tells finews.com how soon investors can expect an acquisition from the Swiss wealth manager and what he thinks of merging with Credit Suisse.
11/01/2021
Credit Suisse Strategy Update Imminent
It will hold an investor day on Thursday, according to an invitation sent to media on Monday.
11/01/2021
Coutts: Real Success Takes True Character
Coutts clients are pioneers, disruptors, champions and change-makers, successful people at the top of their game.
11/01/2021
Tough winter ahead but opportunities beckon, say wealth management experts
King said UBS had begun focusing on sustainable investing about five to 10 years ago and expects to see ongoing increasing demand for it. He added there is also real political will to support these types of investments.
11/01/2021
Case Study on How the Global Impact Fund Approaches Impact Measurement and Management
Case study introduces the Impact Assessment and Contribution Tool (IMPACT) that is used to evaluate impact fund managers
10/31/2021
Eighteen Canaccord Genuity Wealth Management Investment Advisors Honoured
The full list of Canada’s Top Wealth Advisors 2021 winners, and related editorial coverage, will be published in print and digital editions ofthe November 2021 issue of Report on Business magazine, which will be made available to subscribers today.
10/29/2021
Coutts Private Banking Q3 Results
Total Assets under Management and Administration rose by 18% (£35.7bn) compared to Q3 2020. Our online propositions also show very pleasing growth and reached £1.5bn in AUM.