05/16/2024
Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams
The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.
Wealth and Asset Management
05/16/2024
BIL Suisse establishes itself in the profit zone
The Luxembourg state still has a 10 percent stake in the company.
05/16/2024
New group structure internationalizes management and strengthens cooperation
Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.
05/16/2024
A dollar invested in children yields US$13 return
UNICEF pursues an integrated partnership approach to philanthropy in Asia
05/16/2024
Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion
This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.
05/16/2024
Investors and wealth managers turn attentions to yields
Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.
05/16/2024
UBS asset management leadership gets a refresh
The unit is undergoing streamlining, cost reductions.
05/16/2024
IQ-EQ France supports Milleis Banque on its first retained securitisation transaction
Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.
05/16/2024
SEB to open a Family Office Service Company and Representative Office in Switzerland
The bank is also seeking to open a representative office under the same roof.
05/16/2024
Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare
Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.
05/16/2024
Italian scheme hands over Credit Suisse AM’s mandate to Pictet, Fidelity
The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.
05/15/2024
DIFC fortifies position as preferred global hub for wealth and asset management firms
Total number of wealth and asset management firms surpasses 370 in the first quarter of 2024
05/15/2024
Best Middle East wealth managers 2024
Part of the Spear's Wealth Management Indices 2024
05/15/2024
GKB sells minority stake in Twelve Capital Holding AG
The investment manager will increasingly focus internationally in the future.
05/15/2024
Kaiser Partner Privatbank is increasing the pace
The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.
05/15/2024
BLKB strengthens the investment business
In order to further expand its market share in the indifferent business, BLKB will create the new Wealth Management division on October 1, 2024.
05/15/2024
DFMs face big challenge as real returns slump to 2016 levels
ARC finds that the typical client at a wealth manager would effectively have lost 15% of their wealth since a peak in 2021.
05/15/2024
ABN AMRO Bank posts net profit of EUR 674 million in Q1 2024
In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.
05/15/2024
Private Bankers and Dealmakers in a Daring Role Reversal
This is currently evident between investment banking and private banking—two branches of banking with deep cultural divides and distinctly different archetypes.
05/14/2024
Colombo Wealth: Takeover and new investment boss
The focus is on customers in the Greek market