09/25/2023
Credit Suisse crash: ‘Switzerland is not as market oriented as you may think’
Credit Suisse was Switzerland’s oldest big bank still in existence.
Wealth and Asset Management
09/25/2023
Close Brothers hopes for better times ahead as it updates investors on a difficult 2023
At its half year results in March, the firm set aside £100m to cover bad loans from Novitas, dragging its adjusted operating profits down 90 per cent to £12.6m.
09/25/2023
Ludlow Trust upgrades philanthropy, unveils innovative charity gateway paired with unique donor matching system
At the heart of Ludlow Trust's latest initiative is proprietary matching software, purpose-built to identify ideal charitable partnerships
09/25/2023
Wealth Managers in MENA Region Advised to Prioritize Women Clients' Needs
To better serve the financial needs of women in the MENA region, the report suggests that wealth managers must develop a profound understanding of evolving business and family dynamics.
09/25/2023
Most Trusted In Investing: Fidelity Scores A Hat Trick
One that guards other people's money as if it were their own.
09/25/2023
Industry duo launch Strategic Wealth Partners to target high-net-worth clients
The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.
09/22/2023
Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
09/22/2023
J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business
The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.
09/22/2023
Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry
This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.
09/22/2023
JTC Shortlisted in Client Service, Real Asset and Venture categories at Private Equity Wire Awards
The Private Equity Wire European Emerging Manager Awards reward excellence among private equity emerging fund managers and service providers
09/22/2023
Singaporean wealth manager mandates Aussie boutique
AWF chief investment officer Jesse Aarnio said SSCF provides an attractive return profile for the sovereign wealth fund's Australian equities basket and client base.
09/22/2023
PSG Wealth crowned top wealth manager for 5th year
Intellidex’s rigorous analysis and 11,778 client reviews solidify PSG’s dominant presence in SA’s wealth management sector
09/22/2023
Wealth managers spend little time on client ESG preferences
Oxford Risk finds assessments also not providing detailed enough information to act on
09/22/2023
Lombard Odier Pushes Boundaries from Zurich
It's impressive to see the appeal that the Zurich branch of a mid-sized private bank from Geneva is developing in Zurich’s banking scene.
09/22/2023
UBS Axes Most Credit Suisse Researchers in Hong Kong
As a result, Credit Suisse has scrapped Asia Pacific equity strategy coverage
09/22/2023
Pictet Lays First Brick for New Geneva Campus
Campus Pictet de Rochemont is estimated to take around two years to build after which 2,500 employees will move into the building
09/22/2023
DZ Privatbank Schweiz is moving to the posh Seefeld
The private bank was able to increase its operating profit (Ebitda) by more than three quarters compared to the previous year to a good 7 million francs.
09/21/2023
Helping private clients navigate market volatility and the road to net zero - an interview with Frédéric Rochat, our Managing Partner
These factors have combined to drive down inflation, which in turn has led to greater economic growth and big gains in value for many financial investments.
09/21/2023
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
09/21/2023
Investec W&I suffers two more exits to Close’s London office
Mark Henley and Simon Tabb join Close Brothers Asset Management’s London City office as senior investment directors.