05/22/2022
Axel Lehmann was appointed chairman in January following the forced departure of António Horta-Osório, and with Gottstein occupying the CEO role, the bank has two Swiss citizens in the top roles.
05/20/2022
Global wealth manager eyes acquisitions
As firm looks to expand its presence in regions where it already operates
05/20/2022
Australian investment manager buys wealth firm
Pauline and Anna are committed to staying with CIW/MTIS for the foreseeable future
05/20/2022
Swiss Gold Refiner Wants to be Green
Greater sustainability in gold mining and trading is therefore an ongoing issue in environmental protection discussions, but increasingly in investor circles as well.
05/20/2022
As it turns out, high-earners won't leave if you increase their taxes.
05/20/2022
Credit Suisse emphasised Chairman Axel Lehmann's support for Gottstein after a Bloomberg report on Friday about early talks over a potential replacement.
05/20/2022
Replay: Focus On Wealth Management
In this Focus On event dedicated to Wealth Management, we reviewed a number of new challenges faced by wealth managers: technological transformation, generational wealth transfer and increasingly volatile markets in a sensitive macroeconomic context.
05/20/2022
HSBC AM Invests in Fintech Quantifeed
The company said the funds are earmarked to bolster its services for advisors, portfolio managers and end-customers, with improvements to portfolio design, advice and trading products as well as adding new asset classes, such as structured products, priva
05/19/2022
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
05/19/2022
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.
05/19/2022
This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.
05/19/2022
He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.
05/19/2022
Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets
05/19/2022
HypoVereinsbank, was acquired by UniCredit in 2005 and has a strong presence in Bavaria and Hamburg.
05/19/2022
World inflation nowcaster: long-term (left) and recent evolution (right)
05/19/2022
The maximum drawdown in the current fall of 2022 has been 16%
05/19/2022
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
05/19/2022
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
05/19/2022
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
05/19/2022
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.