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Wealth and Asset Management

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

02/09/2024

GSB Capital Sets Sights on Delivering a Diversified Independent Platform for the Middle East’s High-Growth Markets

The accolade is a feather in the cap for GSB, which launched in the UAE in April 2021 and was founded by Ross and Alison Whatnall.

02/09/2024

Praxis and the promise of a tech bro utopia

Praxis claims to be creating 'tech-powered, values-driven cities of the future'. But is there any substance behind the buzzwords?

02/09/2024

Societe Generale Results at 31 December 2023

Revenues of EUR 25.1 billion, down by -7.6% vs. 2022

02/09/2024

How Abrdn, BlackRock and DWS are gearing up for a digital assets boom

Fund giants want to make sure all departments have the right skills for the coming digital assets boom

02/09/2024

Vontobel to Cut Costs After Profit Declines

It characterized the market environment last year as being «particularly» challenging for active asset managers.

02/09/2024

Will the Institutional Private Equity Push Leave Investors With Scraps?

These firms are implementing investor protections.

02/09/2024

Mediobanca profit tops forecast as wealth management shift advances

The bank, with a financial year running from July to June, is "fully on track" to meet targets set out in the strategy to 2026 it presented in May

02/09/2024

One Step Ahead Of The Wealth Management Evolution

He is a member of Fiduciary Trust's executive, management and operating committees.

02/09/2024

Bank We wants to secure growth with a capital increase

Growth in mortgage loans was particularly strong.

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12-16-2025

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