03/02/2023
As a result of Truvvo joining LAM, the firm’s global wealth management AUM, including assets managed across the firm’s European wealth management business, will total approximately $22 billion.
03/02/2023
Under this programme, Julius Baer repurchased a total of 7,799,460 registered shares at an average price per share of CHF 51.29 for a total volume of CHF 400 million on a second trading line on the SIX Swiss Exchange.
03/02/2023
The Group’s total client assets stood at CHF 300 billion at end of 2022.
03/02/2023
The jumbo rates underscore the need to recover from outflows which topped $100 billion last quarter as Credit Suisse grapples with a steady drumbeat of senior departures in wealth management, who will soon be trying to take assets to their new employers.
03/02/2023
Lessened derating
03/02/2023
The profit exceeds the previous year's result by 10.6 percent.
03/02/2023
Market movements blamed for 4% AUM decline
03/02/2023
We expect central bank policy to remain tight in 2023, which should make for volatile stock markets.
03/01/2023
On earnings power alone, the bank performed admirably last year as net profit rose four percent to 440.2 million francs ($476.6 million) compared to the record year 2021.
03/01/2023
Recent measures should strengthen Hong Kong’s competitive edge and encourage new and existing family offices to expand their presence.
03/01/2023
Traditional wealth managers often have their eyes locked on servicing high net worth (HNW) and ultra-high net worth (UHNW) clientele.
03/01/2023
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.
03/01/2023
Group CET1 Capital of CHF 6.2 billion up from CHF 5.7 billion at the end of 2021, with a CET1 ratio of 44.1%, well in excess of regulatory requirements.
03/01/2023
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
In an email to clients sent last night, seen by NMA, Vanguard said it will be refunding clients all financial planning fees they have incurred from the service since they joined.
03/01/2023
The investment manager launched three new funds targeting the wealth channel in Singapore, following its first retail launch in 2021.
03/01/2023
CEO Paul Stockton says long-term trends are still in the sector's favour
03/01/2023
Janus Henderson
03/01/2023
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.