03/04/2022
Credit Suisse Swiss real estate funds - Annual financial statements
Credit Suisse Real Estate Fund Green Property exhibits market value of more than CHF 3 bn
Wealth and Asset Management
03/04/2022
Wealth manager makes fourth acquisition
Deal brings group AuM to £800m
03/04/2022
'Every morning we wake up to new sanctions': Inside a Russian private bank
A Russian private banker provides a unique insider's account of how they are having to redraw their approaches daily as new restrictions are placed on the country following its invasion of Ukraine.
03/04/2022
Polin promises 'meaty' M&A for Sanlam after PE deal
The advice business will remain restricted, which he said would be positive for its clients and for its advisers.
03/04/2022
Russian Ties to Swiss Banks
The news outlet looked into relationships between a number of Russian oligarchs and companies to financial services companies in Switzerland by cross-referencing sanctions lists with leaked documents from the Pandora Papers and the Fincen Files.
03/04/2022
Triple Success for JTC
The Awards are now in their eleventh year and are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector and highlight the female leaders of today and tomorrow.
03/03/2022
Citigroup Plans to Target Independent Advisers in Wealth-Management Push
Bank details wealth expansion at virtual investor day
03/03/2022
Private Banking: Moscow Does Not Answer Anymore
The EU decided on Wednesday to cut-off seven Russian banks on 12 March from the Swift intra-bank messaging system
03/03/2022
Quilter Foundation supports DEC Ukraine Appeal with £100,000 donation
Every pound donated by the UK public will be matched by the UK government through its Aid Match scheme up to the value of £20 million.
03/03/2022
VZ Group Profit Soars on Fees Growth
VZ said assets under management increased 24 percent to 39.0 billion francs in 2021 from 31.5 billion the previous year.
03/03/2022
Schroders - Full-Year Results 2021
Delivering excellent investment performance is always our primary focus; it was pleasing that 79% of assets outperformed on a three-year basis.
03/03/2022
Raiffeisen profit rises
The provisioning ratio for 2022 is expected to be around 40 basis points.
03/03/2022
Perigon Wealth Management Announces Significant Leadership Team Expansion
Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion
03/03/2022
Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section
As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.
03/02/2022
SJP partner firm sets up shop in Hong Kong
As it merges with seven other St James’s Place businesses in the special administrative region
03/02/2022
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Completion of the Griffin acquisition is subject to customary closing conditions, including approval by stockholders of the Griffin Institutional Access Real Estate Fund and the Griffin Institutional Access Credit Fund.
03/02/2022
HSBC Asset Management launches sustainable healthcare fund for Hong Kong investors
These companies will be offering affordable innovation with advantages in the market.
03/02/2022
Julius Baer launches new share buy-back programme
The shares will be bought via a second trading line on the SIX Swiss Exchange.
03/02/2022
Bluespring Wealth Partners announces acquisition
Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest
03/02/2022
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.