EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’
Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY.
Comment & Analysis
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Asset and wealth management sector is struggling with digital transformation
This finding is in stark contrast to other industries, where digital transformation and a focus on digital experience as a differentiator has become paramount to customer happiness and business survival.
Falling prices for investment properties expected
Top and good locations proved to be more stable in value than peripheral locations.
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
Geopolitical tensions creating challenges for Swiss firms – though high proportion moving into new business areas despite crises
Credit Suisse publishes 2023 SME study on how geopolitical tensions are creating challenges for Swiss firms
Citigroup wealth unit stops margin loans against India Adani's securities – source
Citi's wealth unit decided to cut the loan-to-value ratio for credit against Adani securities to zero on Thursday
Nimesh Shah on bringing accountancy into the 21st century
‘Clients are really receptive about my role as CEO… they’re facing a lot of the same things that we’re going through as a firm as well: the great resignation, the battle for talent, what Covid has done to our profession as well.&a
Central Banks Buy the Most Gold in Over 50 Years
On Tuesday, the WGC also celebrated the 30th anniversary of its study on gold demand trends, which examines the cornerstones of physical gold market demand.
Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’
Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.
UK gambling with £5.5trn inheritance as more than half don’t have a will
Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.
Zug consolidator takes majority stake in Top 50 IAM
Cinerius Financial Partners takes a majority stake in Swiss wealth management firm but, as with previous acquisitions, will allow it to keep its name and business model.
Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022
Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.