03/31/2022
BIL: Strong 2021 Performance, Investing for Sustainable Growth
A strong performance, driven by dynamic commercial activities
Wealth and Asset Management
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions for new market investment platform
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.
03/30/2022
UBS announces result of 2021 share buyback
The total repurchase volume amounted to CHF 3,810,251,040, of which CHF 1,516,406,947 (USD 1,636,554,889) year-to-date in 2022.
03/30/2022
ZKB CEO sweetens his last full year in office
The total of almost 2.5 million francs exceeded that of 2020 by 150,000 francs.
03/30/2022
GAM Holding AG: Fund Management Services Update
The client will be moving approximately CHF 10.5 billion of funds to their existing management services company from April 2023.
03/30/2022
How investing could provide more than cash over time
While we should all save some of our money for our short-term goals, staying invested could serve you better for the long term, even when markets become more challenging.
03/30/2022
‘Decentering’ Remains a Challenge for White Male Wealth Management Leaders
Things can go awry when leaders demonstrate limited awareness of their privilege and anchor interactions with others based on their personal experiences alone.
03/29/2022
Zurich IAM obtains Finma licence
Avalor Investment is now fully authorised.
03/29/2022
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.
03/29/2022
The Royal Mint partners with Quintet Private Bank to introduce the use of recycled gold in an exchange-traded commodity
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
BlackRock Again Tops Broadridge’s Fund Brand 50 Global Asset Manager Rankings
Broadridge Fund Brand 50 study reveals best-performing fund brands globally
03/29/2022
Credit Suisse stops pursuing new Russian client business and relocates staff
The bank's Moscow office previously had approximately 125 staff working across wealth management and the investment bank.
03/29/2022
Rothschild & Co wins Best Corporate Finance Adviser award
This recognition reflects our leading Debt Advisory activity and follows our previous win of this award in 2020.
03/29/2022
Liontrust to pay £51.4m less for Majedie as deal set to complete
At the time of the deal's announcement, the companies said the deal would be worth up to £120m, satisfied by the issue of up to £97m in new ordinary shares and up to £23m in cash to the shareholders of Majedie.
03/29/2022
Zoe Announces Partnership With Female-Led RIA
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/29/2022
House Oversight launches probe into Credit Suisse ties to Russian oligarchs
In their letter to Credit Suisse CEO Thomas Gottstein, the lawmakers noted a recent report saying that the company ordered its employees to "destroy and permanently erase" certain information related to loans backed by material possessions such
03/28/2022
Chinese HNW and UHNW Clients – Wealth Structuring & Planning for the World Ahead
But China’s HNWIs and UHNWIs and their families ignore these dramatic events and changes at their peril and should be organising their estate and legacy planning and structures in anticipation of more changes to come.
03/28/2022
Was 2021 the last record year for Swiss banks?
UBS is again the top wealth manager, more than double second-placed Credit Suisse