02/13/2023
Key Family Wealth Named "Best Multi-Family Office $10B- $20B' at the 2023 Private Asset Management Awards
This is the third consecutive year Key Family Wealth has been honored with this distinction.
Wealth and Asset Management
02/13/2023
Success for Lombard Odier at the WealthBriefing Swiss Awards 2023
The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.
02/13/2023
Rothschild & Co’s Wealth Management business wins key award for serving wealthy international clients for second consecutive year
As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.
02/13/2023
In 2022, Zürcher Kantonalbank exceeded the billion mark for the first time with consolidated profit of CHF 1,059 million
The strong result shows that our continuity-oriented, diversified business model has proven itself even in challenging years.
02/13/2023
Deutsche Bank and WWF agree on cooperation
In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.
02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
02/10/2023
Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions
Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.
02/10/2023
GAM backer cuts exposure for third time in quick succession
German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.
02/10/2023
The benefits of wealth diversification
Diversification could help you manage your wealth goals across all your assets.
02/10/2023
Standard Bank Jersey scoops two awards at Citywealth IFC awards
Now in its twelfth year, the Citywealth IFC Awards were established to highlight the excellence of private wealth advisers and managers based in major international financial centres.
02/10/2023
Zürcher Kantonalbank reports net profit of CHF 1,059 million, exceeding the CHF 1 billion mark for the first time
This good result was driven primarily by interest operations and the trading business, as well as cost discipline, while the commission and fee business maintained the good level of income generated in the previous year despite difficult conditions in 202
02/10/2023
New Quilter Cirilium bosses put funds under review
Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.
02/10/2023
Hargreaves and DFMs push Treasury to relax bond-investing rules
Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.
02/10/2023
Record result thanks to diversification
The outlook for the current year is fundamentally optimistic, inflation is likely to have peaked and the financial markets should continue to stabilize.
02/10/2023
Credit Suisse’s Unbending Headcount Number
As part of that, they reduced the number of employees by 4 percent in the last three months of the year while shrinking contractor headcount by 30 percent and consultant numbers by 20 percent.
02/10/2023
Bank WIR grows in excellent health to a new record level
In a challenging environment, Bank WIR achieved a profit of CHF 15.7 million in 2022 and thus - as in previous years - exceeded the previous year's figure.
02/10/2023
European equity ETPs enjoy sharp flow incline
Largest inflow since January 2022
02/10/2023
Lazard’s family legacy is gone, the Rothschilds fight on
Two European banking dynasties show the struggle to reconcile family control and growth
02/10/2023
HSBC downgrades Abrdn, cautious on near-term prospects for wealth managers
In the same note, HSBC reiterated its ‘buy rating on M&G as it said there was 30.9% implied upside to its new 265p target price, lifted from 260p.
02/10/2023
Aspiriant Wins Private Asset Management's Best Private Wealth Manager In Client Service Award
We are honored to be recognized by Private Asset Management for our distinguished commitment to supporting our clients with expanded offerings, resources and new platforms