11/14/2023
Amundi and Indosuez Wealth Management acquire a stake in AirFund
This transaction will help market private asset funds managed by Amundi and Indosuez, and facilitate subscription and repurchase transactions in these funds.
Wealth and Asset Management
11/14/2023
The era of relentless Swiss franc appreciation is coming to an end
Clearly, the prospect of a wider regional conflict has spooked investors.
11/14/2023
How AI can help advisors avoid losing clients
In fact, within a financial institution, the information and data available range from customer behavior to investment performance, including the influence of the advisor and the perception of the quality of the service.
11/14/2023
Evelyn Partners Active MPS team increases allocation to cash and government bonds
To take advantage of the returns available from cash, the team significantly increased their holding in BlackRock ICS Sterling Liquidity.
11/14/2023
Zug IAM announces takeover and ‘deep regret’ for previous Russian focus
As part of a shift in market focus, the company had already refreshed its board.
11/14/2023
Cinerius discusses dozens of takeovers as consolidators eye Swiss IAMs
Citywire has taken a look at the state of consolidation in continental Europe.
11/14/2023
Trust in ESG ratings low among advisers and wealth managers
In contrast, the data also found that a quarter (24 per cent) were of the view that ESG ratings help to alleviate concerns around greenwashing.
11/14/2023
One in six could go? The consolidation of Europe’s wealth managers
Citywire’s European teams took a look at the state of mergers and acquisitions in Switzerland, France, Spain, Italy and Germany as regulation puts pressure on smaller players.
11/13/2023
J.P. Morgan readies evergreen solution for wholesale market
Creber attributes the remarkable rise in rankings to the firm's investment performance and differentiated product offerings.
11/13/2023
Macquarie reports growth in wealth management business
The firm has released its results for the half year ending 30 September 2023.
11/13/2023
Vietnam’s 2nd-Largest Private Bank May Seek Strategic Investors
Foreign investors have a total stake of about 22% of the Hanoi-based bank and can take on another 8% before hitting the government’s 30% limit for foreign investors
11/13/2023
LGT receives accolades including best bank for philanthropy and alternative investments
It also received accolades at Private Banker International’s Global Wealth Awards 2023, where it impressed the judges with its philanthropy offering.
11/13/2023
Titan Wealth Acquires Aspira Corporate Solutions
Aspira’s business model centres on providing expert, personal advice to its clients, built on strong, long-term relationships.
11/13/2023
Brookfield Expands its Operations in Germany with a New Frankfurt Office
New office reinforces Brookfield’s commitment to the German market
11/13/2023
Hana Bank Wins ‘Best Private Bank in Korea’ Award Two Times
This marks the bank’s 11th win since first receiving the award in 2011, a first for a domestic bank.
11/13/2023
Asset manager gets rid of the Russian stigma
This means that the company's previous focus on Eastern Europe is history.
11/13/2023
The Vainglorious Client Advisor in the Hunt for Credit Suisse Assets
UBS's third quarter 2023 numbers managed to calm shareholders down.
11/13/2023
UBS: Swiss and Asia Wealth Share Grows
The rise was not evenly distributed and the rankings of geographies have been reshuffled, according to finews.asia analysis, with the region recording an increased share.
11/13/2023
Investec named SA's best private bank and wealth manager
London's Financial Times accolade recognises group's face-to-face, deep client relationships and personalised financial ecosystem
11/10/2023
Hong Kong poised to manage ‘lion’s share’ of Asia’s wealth as measures draw family offices: JPMorgan private bank CEO
The support Hong Kong’s government has laid out to foster Hong Kong as a family office hub is working, she says