08/18/2022
Private banks – is the reduit really the salvation?
"Anyone who cuts their bones now will not be able to take advantage of the next upswing," the VP banker defended against such requests.
Wealth and Asset Management
08/18/2022
Wealth manager Colin is looking for advisors
The group, founded in 2009, now employs more than 40 people at its five locations in Zurich, Zug, Lugano, Schaffhausen and Luxembourg.
08/18/2022
M&G mulls expanding hybrid advice service into banks
M&G Wealth's managing director David Montgomery told FTAdviser: “We would look to deploy our hybrid advice service to firms which have customers looking for support but that don’t provide advice.
08/18/2022
Lombard Odier to open a new office in Verbier, Switzerland
Verbier is a dynamic centre of activity where many of our current and future clients have a permanent place of residence or a holiday home.
08/18/2022
Best half-year result in history - Aargauische Kantonalbank
Aargauische Kantonalbank achieved the best half-year result in its history for the first half of 2022
08/18/2022
Thurgauer Kantonalbank stays on course
TKB can come up with good figures for the first half of the current year.
08/18/2022
Swiss SME market hits new record in takeover frenzy
Swiss M&A activity increased by 13.7%, in contrast to the rest of the world, where deal volume dropped 17%.
08/18/2022
Campbell Thomson is Verso’s first Scots deal
The deal advances Verso’s plan to build a national wealth management group and takes its assets under management to more than £1 billion.
08/18/2022
BCV Group H1 2022 net profit up 14%
Total revenues were up 6% year on year to CHF 524m.
08/18/2022
"Golding Buyout 2021" reports first closing at €155 million
The successful track record of its three predecessor funds and its compelling investment strategy for the current market convinced both existing investors and new clients.
08/18/2022
Our view on defence stocks
Though we don’t exclude this sector, we explain how our responsible investing does not encompass certain companies as we commit to long-term sustainable returns for clients.
08/18/2022
The bear necessities: What are bear markets and are there opportunities for investors?
We examine what markets moving in bear territory means for investors and how they relate to the broader economic outlook as well as how they can provide opportunities.
08/18/2022
UBS Outlines Mass Millionaire Ambitions in Greater China
Within this segment, it is mainly targeting four main groups of individuals: entrepreneurs, young families, financial and non-financial professionals.
08/18/2022
Private Banks Hide Behind Strong Capital Buffers
At the same event, he rejected suggestions from market observers that future profits be returned to shareholders through buybacks.
08/17/2022
Julius Baer Aims to Triple Onshore Wealth Assets in India
Starting this year, the bank will kick off the plan with targets that include the doubling of relationship managers and clients, the tripling of assets and extended reach to new cities.
08/17/2022
Edelweiss Wealth Management, provides the Low-Down on how the company has emerged as a Force to Reckoned With in India’s Fast Growing Wealth Management Industry
Post the global pandemic, the business in India’s wealth management segment has improved in a pronounced manner.
08/17/2022
Standard Chartered Private Bank launches internal phishing campaign
This comes at a time where various organisations have shown phishing to be at a high.
08/17/2022
Fleming’s Rockefeller Aims to Double Number of Adviser Teams
The New York-based wealth firm has boosted assets under management fivefold since 2018 to $90 billion.
08/17/2022
VP Bank Group holding its own in a challenging environment
The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.
08/17/2022
German insurer launches Zurich asset manager
The new entity targets institutional investors, and is in the process of acquiring a licence.