12/08/2022
Pimfa launches campaign to improve wealth diversity
The ‘make it’ campaign aims to tackle the negative perceptions of the wealth management and advice industry to encourage more diverse candidates to enter the profession.
Wealth and Asset Management
12/08/2022
Annual financial statements of Credit Suisse real estate funds as of September 30, 2022
On the stock market, however, major price declines were observed in line with many other asset classes − the funds' performance in fiscal year 2021/22 ranged between −14.2% and−20.6%.
12/08/2022
Nick Train keeps faith in wealth manager stocks despite ‘miserable year’
Star manager looks to keep his shine with dependable stocks, avoiding young tech
12/07/2022
Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad
Miami-based team led by veteran international advisors Rodolfo Rake and Santiago Rey
12/07/2022
HSBC Global Private Banking favours bonds over cash and equities
The bank also backs Asia stocks to outperform other regions, as China’s economy recovers.
12/07/2022
UBS advisor Jason Stephens named to Forbes/SHOOK America's Top 250 Wealth Advisors list
Being recognized nationally once again by Forbes is a testament to Jason's expertise, industry leadership, and dedication to his clients and the communities he serves
12/07/2022
Morgan Stanley’s wealth unit joins Songtradr’s Series E raise
As things stood on Tuesday evening, Morgan Stanley’s Australian wealth advisers seemed to be the ones taking the lead on the Series E, locally.
12/07/2022
Credit Suisse Luring Clients With High-Yield Debt
The Bloomberg story goes on to say that Ferrari is under «intense pressure» from Chairman Axel Lehmann to stanch the asset outflows and bring money back into Credit Suisse.
12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
Private Banking Weathers All Storms
Private banks have retained their sparkle within the industry, and are investing in technological, service and product innovation to stay abreast of evolving client demands.
12/07/2022
Fairstone acquires Hereford-based IFA firm
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.
12/07/2022
Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry
12/07/2022
Swiss Activist Investor Unhappy With Credit Suisse Strategy
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list
The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to make the inaugural list.
12/06/2022
Credit Suisse Chairman's Media Tour
Client outflows have also stabilized, added the top Credit Suisse banker, visibly pleased that the bank's share price had recently been quoted above the 3-Swiss franc mark again.
12/06/2022
Swiss Private Equity Firm Acquiring Majority Breitling Stake
Having built up a minority stake in Breitling through its private market funds in the fall of 2021, Partners Group plans to acquire a 50.3 percent majority stake in the luxury watchmaker.
12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.