02/13/2024
Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms
Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .
Wealth and Asset Management
02/13/2024
Morningstar Wealth Adds SMAs from Asset Managers
Morningstar’s dedication to empowering advisors is core to why we implemented a manager selection process leveraging our renowned manager research team to provide a curated selection of investments available on the Wealth Platform
02/13/2024
Bank customers could save more than 13 billion francs
The savings potential for private investors with a securities account has increased in recent years.
02/13/2024
Our investment outlook for 2024 CGWM
There have been small pockets of opportunity, but most core asset markets and wealth management indices have lost ground since the start of 2022.
02/13/2024
Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income
With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.
02/13/2024
'Connected Wealth' is a winning approach for SA's Top Private Bank
Nedbank Private Wealth took home an incredible 11 accolades at the 2023 Intellidex Top Private Banks & Wealth Managers Awards
02/13/2024
JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand
0.6% premium to NAV
02/13/2024
Carlyle to launch new European Private Credit strategy for private wealth investors
The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies
02/12/2024
Brookfield Corporation Reports Strong 2023 Results
Distributable Earnings of $4.8 billion and Net Income of $5.1 billion for the Year
02/12/2024
Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank
The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.
02/12/2024
Monthly update: Markets continue positive performance
Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.
02/12/2024
DBS Private Bank hires investment specialists for Thailand from CS
The Singaporean private bank continues to beef up its onshore and offshore Thailand teams with hires.
02/12/2024
JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
02/12/2024
Key Private Bank Wins Award For 'Private Banking CLient Service' At The 2024 Private Asset
Key Private Bank was selected for the best "Private Banking Client Service" from a shortlist of four distinguished private banking firms.
02/12/2024
SJP remains ‘active advocate’ despite passive move
Pressure on fees has raised the prospect of a move into lower-cost funds, but SJP says it is still an advocate for active investing.
02/12/2024
UBS Restarts Buyback as Ermotti Slogs Through ‘Pivotal’ Year
Expenses related to the integration in the final three months of 2023 helped push the bank to its second-straight quarterly loss.
02/12/2024
Amundi Buys Swiss Firm in €350 Million Private Markets Push
Amundi expects the deal to generate more than 13% in return on investment in three years, including revenue synergies.
02/12/2024
Julius Baer's private debt write-off splits investor opinions
BRUSSELS: A significant chunk of European fund buyers are still planning to top up their private debt allocations in coming months.
02/12/2024
Natwest’s margins in focus as lender gears up for year of big changes
Investors will be focused on how resilient banks’ margins are in the face of a highly competitive market for deposits and mortgages.
02/09/2024
Pictet announces full-year 2023 figures
Solid results affirm long-term business model