08/30/2022
The best philanthropy advisers for high-net-worth individuals in 2022
Philanthropy advisers can also help clients to understand the tax implications of giving.
Wealth and Asset Management
08/29/2022
Credit Suisse Mulls Downsizing in China
Among the topics the Swiss lender plans to discuss is the China business with top executives considering whether or not to shrink while Asia managers attempt to make the case to keep investing in the market.
08/29/2022
Julius Baer charts five-year strategy to target wealthy Indians
The Swiss bank has adopted a 'global India' approach for its wealthy clients within the country and overseas, said Rahul Malhotra.
08/29/2022
Solving climate change is not our job: SNB’s Jordan
Thomas Jordan also defended the SNB's price stability target of a rise in consumer prices of 0-2% per year.
08/29/2022
Mirabaud suffers a drop in profits
Assets under management at the end of June amounted to CHF 33.2 billion.
08/29/2022
Banca Stato writes book losses
The commission and service business also increased its income by 1.7 percent to 31.7 million francs and the trading business by as much as 9.4 percent to 11 million francs.
08/29/2022
Schwyzer Kantonalbank dampens expectations
On the other hand, success in the commission business increased by 9.8 percent, and in the trading business the figure rose by as much as 16.2 percent.
08/29/2022
Forbes Names Top Wealth Advisor in America
The rankings are based on data received by more than 15,000 top-performing advisors nationwide
08/29/2022
Randy Carver Named One of the Top 250 Wealth Advisors in United States in Forbes’ 2022 List
This is the seventh year in a row that Randy has been included in this prestigious list of top wealth advisors across the United States.
08/26/2022
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund to take effect on or around 2 December 2022.
08/26/2022
Deutsche Bank wins Best Emerging Market Trading Platform for second year running
The award is given to the platform that offers best-in-class EM services for clients, focusing on high liquidity, cost efficiencies, innovative solutions as well as breadth of services.
08/26/2022
Zürcher Kantonalbank achieved a record half-year profit of CHF 541 million
In the first six months of the current year, Zürcher Kantonalbank increased its operating income by 6% to CHF 1,344 million, laying the foundation for the very good result. All major sources of income have contributed to this growth.
08/26/2022
UBS and CS herald private banking for the masses
The memo announced the reallocation of CS customers booked in Switzerland.
08/26/2022
Cantonal Banks in Conversation
Measured in terms of the balance sheet total of all banks domiciled in Switzerland, cantonal banks hold the highest share of domestic business at around 30% while 47% of the Swiss population trust a cantonal bank as a customer.
08/26/2022
Quilter expands digital signature capability with addition of four providers, bringing total to 11
The additions take the number of digital signature providers recognised by Quilter to 11.
08/26/2022
Citi Named Best Bank in Asia at the Euromoney Awards for Excellence
Citi has a clear vision — to be the preeminent banking partner for institutions with cross-border needs and a leader in wealth management.
08/26/2022
Big Six banks bolster bad-loan provisions amid profit declines
Credit losses cause net incomes to drop at two of Canada's largest banks
08/25/2022
Endowus Doubles Client Assets in a Year
Other key growth milestones achieved over the last 12 months include an over 120 percent increase in the number of clients served in Singapore and a 350 percent surge in assets on Endowus’ fund platform.
08/25/2022
Revealed: Evelyn's £12m bill for triple adviser swoop
Evelyn paid nearly £12m to acquire three adviser businesses last year, the latest set of accounts for Tilney Smith & Williamson reveal.
08/25/2022
Lombard Odier reports half-year results for 2022
Operating income for the first half of 2022 was CHF 689 million, down 4% from the first six months of 2021.