03/09/2023
Credit Suisse gains approval to launch WM business in China
To serve wealthy onshore mainland clients, the bank is planning to double the number of relationship managers this year.
03/09/2023
To serve wealthy onshore mainland clients, the bank is planning to double the number of relationship managers this year.
03/09/2023
ZEDRA’s new office will strengthen the firm’s presence in the Americas and promote its proven active wealth expertise in the US private wealth space.
03/09/2023
Management believes it is prudent to briefly delay the publication of its accounts in order to understand more thoroughly the comments received.
03/09/2023
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.
03/09/2023
Returned nearly £1 billion to shareholders through dividends and share buy-back
03/09/2023
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
This resulted in profit attributable to shareholders of CHF 548.0 million.
03/09/2023
LGT selected Thailand as its third regional market in part because of Bank of Thailand and SEC support for Thai offshore investments.
03/09/2023
The awards champion women in the wealth management sector globally and the winners were announced at events in London and New York.
03/09/2023
Private assets have the potential to help DC investors achieve their aims of a good outcome in retirement.
03/08/2023
The positive tone also reflected an adjustment of expectations among investors, who are now predicting a less severe global recession, while stocks that were oversold in 2022 – like Amazon, Tesla, Meta and Nvidia – rebounded strongly in 2023.
03/08/2023
Due to a number of factors involving socioeconomics, culture, history and more, this has been the case since the industry’s early days and the trend is likely to persist.
03/08/2023
Yet in practice, German speakers are actually ahead of the game: only 15% of them have no sustainable investments at all, compared to 26% of French speakers.
03/08/2023
In 2022, assets under management at Credit Suisse's global wealth unit plunged 203 billion Swiss francs ($216 billion) to 540 billion francs, due to adverse market conditions and 95.7 billion francs in outflows, of which 92.7 billion francs fled the
03/08/2023
Quilter Investment Platform net inflows of £2.2 billion (2021: £3.5 billion) representing 3% of opening AuMA (2021: 5%), reflecting an industry wide slowdown in gross flows.
03/08/2023
The Award comes on the eve of International Women’s Day, conceived to celebrate women’s achievements, raise awareness about discrimination, and drive gender parity.
03/08/2023
Interest rates might have to rise a bit more than expected and stay there longer before inflation starts falling properly.
03/08/2023
In its annual results to the end of December 2022, Royal London Asset Management reported its pre-tax profit jumped to £210m from £133m in 2021.
03/08/2023
The gold award recognises Rosie's outstanding achievements in her role at Guernsey Finance and her wider influence in the island's financial services sector.
03/08/2023
In addition, JTC was awarded bronze for ‘Best Employer – Career Progression’ in recognition of the firm’s approach to professional development and the career support it offers – backed up by JTC’s shared ownership and i