08/27/2020
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Assets sourced from family offices and trusts grew nearly 90% during the year.
08/27/2020
US attacks freezing of pro-democracy accounts
08/27/2020
The ability to attract fresh inflows of money from around the world and to help clients grow their wealth are highlighted as key metrics in determining the health of private banks.
08/27/2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
08/27/2020
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/26/2020
Wealth managers need to look through the cycle to manage what the uncertain future will look like.
08/26/2020
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.
08/26/2020
Company went into administration on 7 August
08/26/2020
The first half saw a net result of €9.5 million
08/26/2020
Advisors say Ameriprise’s “technology has already proven its worth” amid the pandemic
08/26/2020
The ranking for the 2020 Forbes list of America's Top Wealth Advisors was developed by SHOOK Research.
08/26/2020
The threat to asset prices does not primarily stem from short-term cyclical variations, but from a potential rise in interest rates, according to Handelsbanken’s macroeconomic experts.
08/26/2020
Turmoil in China, 5G revolution both key factors
08/26/2020
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards in the industry and are rigorously judged by a worldwide panel of experts.
08/26/2020
SCB-Julius Baer has lofty goals to be a serious player in Thai private wealth management with a market share target of 1 trillion baht ($32 billion).
08/26/2020
Net interest income rose 1% year-on-year to C$145m. Non-interest expenses dropped 3% to C$700m from C$721m.
08/26/2020
Based in Los Angeles, CA, the majority of their wealth management clients are CEO’s, entrepreneurs and high-net worth individuals tied to entertainment and sports.
08/26/2020
The Group's sustainable growth was confirmed by the inflow of net new money.