Managers of Wealth

Asset Manager DWS Says All of Its New Funds This Year Will Be ESG

DWS follows a move by UBS Group (UBS) last year to recommend sustainable investing over traditional investing to its global clients.

Nordea Bank Is Reorganizing Its $390 Billion Wealth Business

The changes won’t result in job cuts, but the positions of Nordic head of private banking and Nordic head of investment and security advisory services will be eliminated, he said.

Are Switzerland’s new tax breaks for companies a licence to misbehave?

Switzerland has announced that companies will be able to deduct multi-million dollar fines incurred abroad from their tax bill. Critics argue it rewards bad behaviour.

Zurich Financial Center's Key Advantage

This was the finding of a study published Tuesday by the Swiss economic research institute BAK Economics for the government of the canton of Zurich.

Barometer: Day trader salvos won't dent stocks' attractions

The surge in trading activity and hedge funds reducing their positions in other more widely held equities has caused one of the sharpest daily spikes in market volatility ever recorded.

Guernsey insurance sector supports London museum campaign

Insurance and risk management goes back thousands of years and London has been one of the centres of the global industry since the days of the coffee houses, where insurance deals were struck, in the 17th century.

Union Bancaire Privée Ends Family Office Bid

The Swiss private bank is shutting down a ten-year effort with the ultra-rich and family offices, finews.com can reveal.

Julius Baer posts 50% FY profit rise

Significant increase in net profit – Proposed ordinary dividend up 17% to CHF 1.75 per share – New share buy-back programme of up to CHF 450 million

Amundi BOC Wealth Management’s Shares Offering

This is a publicly offered closed-end net-worth wealth management product with an annualized performance comparison benchmark of 4.65%.

Stuart Platt-Ransom named in 2021 eprivateclient 50 Most Influential

Platt-Ransom’s individual achievements have also been previously recognised.

UBS Chairman on Exits: «Leave, Lose»

We have a very clear policy and it can be summarized in two words

HSBC expands regional wealth management footprint

Assets held by HNW investors in the region are expected to hit US$40 trillion by 2025

JTC Consolidates Business In Luxembourg Through Move To 'Bijou'

Luxembourg is the largest investment fund centre in Europe and the second largest in the world after the US.

Estate Planning Tips and Tricks

Nobody wants to confront their own mortality. But estate planning doesn't have to be difficult, complicated or expensive.

Billionaires profit from pandemic: Report

The majority of the 295 economists from around the world canvased in the survey predict the pandemic will fuel income inequality in their respective countries.

UBS beats impact investment target and launches white paper on sustainable finance for The Davos Agenda

Each investment aims to generate a measurable social or environmental impact relating to one or more of the SDGs, as well as a compelling financial return for clients.

EFG International enhances presence in Cyprus

This enhanced presence in Cyprus will lay the foundation for further increasing EFG’s exposure to markets with long-term growth potential.

As money ploughs into global funds, more than eight in ten found to struggle over the long-term

The most recent flow data for global funds from Numis shows that Global was the most popular geography in the first 10 months of 2020, with £4.5bn of net inflows.

Financial trends that have been accelerated by the pandemic

A global view from Michael Power, Strategist at Ninety-One

Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions

Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.

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Wealth and Asset Management