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
Wealth and Asset Management
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.
06/24/2022
Credit Suisse Makes Slight Progress on Greensill Funds
That brings the total amount of claims filed by Credit Suisse Asset Management (CSAM) to an estimated $2.1 billion.
06/24/2022
A majority of Middle East HNWIs do not have a wealth succession plan in place for their family businesses
Lombard Odier’s exclusive survey reveals
06/24/2022
Markets at an important crossroads
Russia’s invasion of Ukraine and China’s commitment to its zero-Covid policy likely have something to do with the change in sentiment, as both help feed concerns around slower growth and stickier inflation.
06/24/2022
Speculation about increased selling pressure from the SNB
The surprising decision by the Swiss National Bank (SNB) to raise interest rates by half a point has led to ongoing speculation about the further actions of the central bank on the stock and bond markets.
06/24/2022
AllianceBernstein Partners with Impact Engine to Bolster Purpose-Driven Investment Offerings
The new partnership will focus on purpose-driven investments supporting environmental sustainability, economic opportunity, and health equity across venture capital, growth equity and buyout managers.
06/24/2022
Deutsche Bank’s Leadership Takes Financial Hit on Staff Use of WhatsApp
German lender has come under criticism from regulators
06/23/2022
UBP Sells its American Client Business
The two sides have agreed not to disclose the price of the deal for client assets totaling 1 billion Swiss francs ($1.04 billion) to be transferred.
06/23/2022
Five J.P. Morgan Wealth Management Advisors Named Barron’s 2022 Top Women Financial Advisors
J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients.
06/23/2022
Lombard Odier’s Asia CIO on Portfolio Agility as the World Faces up to Inflation Mutating to Low Global Growth
Looking ahead, to 2023, he said the bank currently thinks the story might evolve from an inflation scare to a growth scare.
06/23/2022
Wealth Enhancement Group Joins Forces with Hawkins Wealth Management, a $574M RIA With Offices in Iowa and Florida
Addition of Hawkins Wealth Management Raises Wealth Enhancement Group's Total Client Assets to More Than $55.5 Billion
06/23/2022
Wealthy GCC investors are leveraging weak pound to buy London properties
Knight Frank says there has been a noticeable surge in UK property interest, as Northacre, a subsidiary of Dubai-listed Shuaa Capital, announces its first luxury branded residence in London
06/23/2022
IQ-EQ Compass wins Gold in Citywealth Brand Awards 2022
The award ceremony took place in London on 21 June 2022, where representatives of IQ-EQ were in attendance.
06/23/2022
Alpha Financial Markets posts its "best year in history" as profit up
The number of Alpha Financial's clients increased to 718 from 439 the year before, fostering revenue growth alongside the integration of Lionpoint.
06/23/2022
BlackRock veteran partners with P1 to launch impact wealth firm
Nick Stoop’s new firm, Pangea Impact Investments, will build impact-focused model portfolios.