12/11/2023
Julius Baer scoops two Channel awards
The annual awards are focused on the wealth management industry, and winners are selected by a distinguished panel of independent judges for performance, innovation, and excellence.
Wealth and Asset Management
12/11/2023
7IM buys financial planning firm Amicus Wealth
The addition of Amicus Wealth creates a group with a combined AUM of approximately £22bn, employing over 550 people.
12/11/2023
BNP Paribas Wealth Management Shares Key Investment Themes and Outlook for 2024
In addition, governments will need “to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/11/2023
Deutsche Bank completes € 450 million share buyback program
These distributions represent progress towards management’s goal to distribute around € 8 billion to shareholders in respect of the financial years 2021 - 2025.
12/08/2023
Apac remains a growth region for asset managers: KPMG
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
12/08/2023
Broadridge: JPMAM Widens China Lead via Branding
Amid an integration with Credit Suisse, UBS Global Asset Management maintained its ranking in the third spot as a drop in its branding score was offset by other positive developments, such as higher assets under management in China.
12/08/2023
BNP Paribas Wealth Management presents its six most relevant investment themes for 2024
In addition, governments will need to commit considerable resources to reduce reliance on fossil fuels and transform the economy in order to meet climate goals.
12/08/2023
Geneva private bank is expanding in Zurich
The financial institution has hired three new relationship managers in the Zurich branch.
12/08/2023
Next-gen billionaires are breaking away from their family businesses as they inherit wealth
Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their own paths in business and philanthropy, according to UBS
12/08/2023
Julius Baer and the Anatomy of Resignation
The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.
12/08/2023
Lombard Odier: Top 10 Investment Convictions in 2024
And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.
12/08/2023
Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases
12/08/2023
Unlocking the potential of modern wealth management
One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.
12/08/2023
Nomura announces asset management tie-up with OCBC
It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy
12/08/2023
Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/08/2023
Final operational merger of UBS and Credit Suisse approved
The merger is therefore expected to be completed in 2024, subject to regulatory approvals.
12/08/2023
BlackRock urges investors to keep the faith in equities
The message to investors from the asset manager is clear: stay invested in equities, strategically deploy cash, and focus on quality and valuation.
12/08/2023
The importance of responsible investing
Why we think it is important to look at all risk factors and opportunities when considering investments.
12/08/2023
Charting new horizons: empowerment and strategy in women's wealth management
Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration
12/07/2023
Macquarie Asset Management Launches Outlook 2024
Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.