02/18/2021
Quilter's Guide to the Budget - what is up for consideration by the Chancellor?
The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19
Wealth and Asset Management
02/18/2021
Multrees plans to double client base in five years
Putting these growth plans into action will be four new sales team members who together bring with them extensive experience
02/18/2021
Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin
Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.
02/18/2021
Annual general meeting of Handelsbanken’s shareholders 24 March 2021
The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.
02/18/2021
GAM Holding AG announces full-year 2020 results
GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights
02/18/2021
Credit Suisse Posts Loss After Burying U.S. Battle
The Swiss bank, led by CEO Thomas Gottstein, also said it had begun a buying back shares last month under a program to repurchase as much as 1.5 billion francs of its stock.
02/18/2021
Barclays targets UK wealth in post-Covid expansion plans
The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.
02/18/2021
NatWest in talks to sell private bank
The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.
02/18/2021
Credit Suisse: Full year and fourth quarter 2020 financial results
Strong underlying performance positions bank to accelerate growth
02/18/2021
Credit Suisse looks to expand China onshore presence - CFO
Credit Suisse faced setbacks in its core business outside Asia last year
02/18/2021
Greece passes law to lure private family wealth-management services
Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.
02/18/2021
Fisch launches ‘more active’ IG convertible fund
Fisch Asset Management has €5bn (CHF 5.4bn) in convertible bond assets, including dynamic, sustainable and opportunistic funds.
02/18/2021
Cantonal bank and consulting firm create association to boost IAM services digitisation
Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.
02/18/2021
Feri buys Zurich IAM
As a result of the merger, the clients of Limmat Wealth will get access to additional investment management and family office solutions, a statement released by the firms said.
02/18/2021
Boston Private Named Industry’s Best for Client Service by Private Asset Management
Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.
02/17/2021
Private capital funds must invest US$5.5 billion globally over next five years to meet investors’ increasing demands for transparency, Intertrust Group says
Although extensive investment will be required to meet these greater demands, they are also conflicting with private capital funds’ traditional leaning towards confidentiality.
02/17/2021
EFG private bank on track to double Apac AUM
To date, the bank has delivered on a number of targets articulated in 2019
02/17/2021
Coutts CIO on why he won’t buy Smith or Train funds
The £23bn Fundsmith Equity fund has returned 448 per cent in the decade to February 12, compared with a return of 168 per cent for the average fund in the IA Global sector in the same time period.
02/17/2021
Credit Suisse Inches Closer to Blackrock
The cooperation that has lasted for three decades is thus entering a new phase.
02/17/2021
Pictet Asset Management homes in on emerging markets with new multi-asset fund
The firm said the new fund, which broadens Pictet’s Multi-Asset offering, aims to remove the pressure of “how, when and where” to allocate within emerging markets.