02/24/2022
Lombard Odier reports strong 2021 annual results
The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.
Wealth and Asset Management
02/24/2022
Pre-tax profits soar at Rathbones
Our financial results for 2021 are strong
02/24/2022
Complexity is the biggest wealth planning challenge for serial CEOs
Unpick pay structures and pensions before making plans – Matthew Brown
02/24/2022
Finary wants to reimagine private banking
Finary wants to build a private bank from scratch with a different set of founding principles.
02/24/2022
BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives
The research paper examines how growing differences across generations
02/23/2022
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
Cerity Partners expands via Merger with Investec Wealth
The combined firm will operate under the Cerity Partners name.
02/23/2022
EFG International - full-year 2021 results
EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)
02/23/2022
Successful strategy implementation at BLKB
BLKB is on course and has reached important milestones, particularly in terms of consulting skills.
02/23/2022
Roger Studer launches firm with ex-Six exchange head
Christian Katz was CEO of Six Swiss Exchange from 2009 until 2015.
02/23/2022
HSBC takes charge on Chinese real estate and warns of wealth slowdown
Outlook blemishes otherwise buoyant fourth-quarter earnings as profit doubles and targets boosted
02/23/2022
‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?
The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?
02/23/2022
Brazil prioritises rate hikes and financial stability over growth
The monetary tightening cycle is close to completion in Brazil: we expect another two interest rate hikes, taking the terminal benchmark rate to 12.25% in May
02/23/2022
OCBC Targeting Wealth Management Growth
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.
02/22/2022
HNWIs keep increasing in 2022, what is wealth management to do?
“First and foremost, digitisation underwent a considerable push since the first times of the pandemic"
02/22/2022
Credit Suisse Shares Hit Pain Threshold
Only in February, it reported an annual loss while defending itself in a federal money laundering trial.
02/22/2022
HSBC More Than Doubles Profit
Reported profit after tax up $8.6bn to $14.7bn and reported profit before tax up $10.1bn to $18.9bn.
02/22/2022
Wealth manager Hub24 races to beat ‘war for talent’
The ASX-listed wealth management platform
02/22/2022
Hargreaves Lansdown expands into advice
The company reported pre-tax profits of £151.2mn in the period.
02/22/2022
BCGE hikes dividend as net profit rises by 19.3%
A CHF 4.50 dividend will be proposed to the general meeting.