08/25/2023
Alpian: Insights into Switzerland's first digital private bank
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.
Wealth and Asset Management
08/25/2023
Close AM rethinks bonuses for newbies
CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.
08/25/2023
UBS Throws Lifeline to Credit Suisse European Dealmakers
UBS announced three rounds of job cuts, with the first coming in July and further rounds expected in September and October.
08/25/2023
Tobias Straumann: «UBS is not safe»
In making his case he laid out the global relationship between capital mobility and the number of banking crises.
08/24/2023
Malaysia Faces Private Banking Talent Crunch Amid Growing Wealth Sector
The nation's wealth sector is still in its growth phase when compared to established hubs such as Hong Kong and Singapore.
08/24/2023
Private banking: Geneva’s appeal
Being very internationally connected, Geneva wealth managers also offer investments in almost every one of the world’s countries and currencies, which opens up a very wide range of investment opportunities.
08/24/2023
US dollar poised for a soft landing
lsewhere, their conviction in AI continues to improve.
08/24/2023
Liontrust’s bid for GAM collapses with Swiss group’s future in balance
Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.
08/24/2023
Pictet WM sustainability head unpicks tricky ESG definitions
With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.
08/24/2023
Liontrust CEO accused of spreading ‘false rumours’ which ‘border illegality’ ahead of GAM offer deadline
Investor group NewGAMe has raised a complaint to the Swiss Takeover Board
08/24/2023
BTG Pactual acquires Julius Baer-backed Brazil robo advisor
The Brazilian bank has acquired Magnetis, which is part-owned by Swiss wealth manager Julius Baer and is selling its stake.
08/24/2023
Lombard Odier reports solid half-year 2023 results: Continued growth, stability and strategic investment in the business
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.
08/24/2023
Van Lanschot Kempen: net profit at €51.8 million and net AuM inflows of €3.2 billion in H1 2023
Capital return proposal in the amount of €2.00 per share
08/24/2023
Urs Rohner Losses Prestigious Credit Suisse Mandate
Urs Rohner, former Credit Suisse chairman has lost what's likely his last mandate at the bank.
08/24/2023
Hubert Keller: «One was happy to fall back on Credit Suisse»
Operationally, the business of Lombard Odier in the past half year looks unspectacular.
08/24/2023
Andrew Cumming named “Outstanding in field" in The Spear’s 500
The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals
08/24/2023
RBC Q3 2023 net income +8% y-o-y, beats forecasts
Successful cost cutting and improved margins boost earnings in the quarter to end July at Royal Bank of Canada despite higher provisions
08/23/2023
Radicant clears important hurdle
Customers are also offered account management and the processing of payment transactions as well as a physical and virtual debit card and payment services such as Apple Pay, Google Pay and Twint.
08/23/2023
Gam says loan linked to rival bidder is ‘insufficient’
It comes after last week Rock Investments wrote to the Gam board proposing short-term bridge financing should the Liontrust offer be unsuccessful.
08/23/2023
SJP defends loan levels by stating adviser defaults are 'low'
It takes a number of measures to keep defaults low, with its latest set of accounts showing that over the past decade only 0.05 per cent of loans were not repaid.