Managers of Wealth

CS First Boston Roadmap to be Revealed at Summit

Klein's sale of his eponymous business to Credit Suisse for $175 million was formalized earlier this month as finews.com reported.

Core Principles Of Accounting Firm Elite Wealth Management Practices

The goal of an accounting firm’s elite wealth management practice is not to generate more revenues for the firm.

Goldman Turns to ‘Make-or-Break’ Unit as CEO Solomon Put to Test

After a year in which profits slumped by half and a consumer-banking strategy unraveled, executives plan to offer a more forceful case for shareholders to appreciate its $2.5 trillion asset and wealth management business.

The Curse of the Credit Suisse Chairman

A fish rots from the head down has become a common retort when Zurich bank managers are asked about the main reason for the downfall of a once proud bank.

Time for private markets to grow your portfolios

One of the most notable trends in financial markets over the past decade has been the growth of the private market asset class.

World's largest asset managers accused of failing to invest responsibly

ShareAction report

Portfolio managers back AJ Bell as platform market faces major tests

Consumer duty, inflation and falling investor confidence are weighing on platforms’ prospects, but managers believe AJ Bell is well-positioned.

Credit Suisse Funds AG provides financial update on Credit Suisse Real Estate Fund International

Global valuations were negatively impacted by rising interest rates for CS REF International in its key markets of the United States, the United Kingdom, and Germany.

Five insider tips for wines from Spain's trend region

They have helped establish the excellent reputation of the booming and currently most popular growing area in Spain.

Global debt declines by $4tn in 2022 on stronger growth and inflation

Retrenchment driven 'entirely by mature markets' where total debt dropped to about $200 trillion last year, the Institute of International Finance says

'We will have a severe recession if...,' warns CIO of LLB Group

Markus Wiedemann says while he feels quite comfortable with bonds at the moment, with equities it's a different story altogether.

Adapting Advisory portfolios to the improved fixed income outlook

Investors should be prepared to lengthen duration and add risk when opportunities arise during the year.

What next for Credit Suisse in Singapore?

Sitohang had strong relationships with high net worth individuals across the region and particularly in his native Indonesia, where he built a formidable business.

Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows

ESG Investing and Cryptocurrency litigation Among Major 2022 Global Class Action Trends

US Inflation on the Wrong Trajectory

The higher yields in the bond market have attracted some strong inflows into bond funds.

San Francisco takes top spot in Schroders Global Cities Index

San Francisco as the heartland of technology innovation, and Boston, as a biomedical innovation centre, have seen their rankings improve as a result of this score being introduced.

Citi targets asset managers and lawyers for wealth growth plans

Busy professional investors can overlook their own financial planning.

Q&A: What’s driving the demand for private assets?

Private assets investing is growing across Europe. Our experts shed a light on how individual investors can now more easily access this market.

The Best Architects for High-Net-Worth Individuals in 2023

The top architects focus on preserving an area’s heritage all while innovating and focusing on modernity and sustainability.

Cambridge Launches New Service for Advisors With Wealthy Clients

The Client Solutions platform already offers case design, consultation and coaching tools that Cambridge said are focused on the needs of independent financial professionals and their investing clients.

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