06/29/2022
Global Billionaire Wealth Surges by Nearly 18%
New Billionaire Census reveals wealth accumulation far surpassed population growth in 2021
Wealth and Asset Management
06/28/2022
CaixaBank, named “Best Private Bank in Europe for Big Data Analytics and Artificial Intelligence” and for “Digital Marketing and Communication” by PWM (FT Group)
The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.
06/28/2022
The Coming $60 Trillion Wealth Tsunami
The Baby Boomers have been one of the most impactful economic forces of the last century and over the course of their lives have amassed what some estimate to be as much as $60 trillion.
06/28/2022
Credit Suisse bolsters compliance, plans cost cuts from technology for turnaround
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/28/2022
Thomas Gottstein Lays Out Credit Suisse Investor Day Program
The Investor Deep Dive will be hosted by CEO Thomas Gottstein who has recently come under criticism from investors calling for his replacement. He still has the backing of Chairman Axel Lehmann.
06/28/2022
OakNorth Bank completes £5.3M loan to Kent-based, AFM Wealth, to support IFA acquisition programme
With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals
06/28/2022
Julius Baer cancels 7.4m shares
The shares were bought back up until 23 December 2021 under the share buyback programme launched that year.
06/28/2022
Credit Suisse Seeks to Reinvigorate Wealth Management
Among the HNW segment, the bank's goal is to increase recurring revenues and build on a favorable cost-income ratio.
06/28/2022
Lugano firms create CHF 2.5bn independent asset manager group
The companied entity will manage CHF 2.5bn in managed assets, with approximately 700 customers and over 50 employees.
06/28/2022
Julius Baer CEO says Switzerland needs two big banks to fuel competition - report
Competition stimulates business.
06/27/2022
Most high net worths in Middle East don’t have a wealth succession plan for family business
An exclusive survey by Lombard Odier also finds the overwhelming majority intend to keep their wealth in the region for the foreseeable future
06/27/2022
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/27/2022
Credit Suisse Management Stays on its Well-trodden Path
That is a fundamental problem that is very relevant to others.
06/27/2022
UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.
06/27/2022
UBS courts US investment heavyweights to boost valuation
Executives want to convince investors it is a global bank, not a European institution
06/27/2022
Schroders CEO: «The Swiss protective wall holds»
Schroders manages over $900 billion worldwide for institutional and private clients - from private wealth to alternative investments and mutual funds.
06/27/2022
Great solidarity in the financial center of Lugano
This will create a group that will manage around 700 clients with assets of around 2.5 billion francs with around 50 employees.
06/27/2022
Tavistock revenues jump 14% amid year of acquisitions
Bought LEBC research firm
06/27/2022
Credit Suisse Asset Management reaches agreement with Bluestone Resources
The agreement is subject to fulfilment of certain conditions precedent and requisite regulatory approvals.
06/27/2022
Quilter Investors ups income forecast for Monthly Income range once again as 21/22 payout beats estimates
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.