09/27/2022
Credit Suisse Group is well on track with its comprehensive strategic review
The Board of Directors and the Executive Board are considering alternatives that go beyond the conclusions of last year’s strategic review.
Wealth and Asset Management
09/27/2022
The private equity platform heavyweights targeting wealth managers
iCapital head of international Marco Bizzozero and PM Alpha chief executive Tom Douie make the case for wealth managers to invest in private equity.
09/27/2022
Postfinance must not become an entire bank
Postfinance and the Federal Council hoped that the lending would stabilize the business model; Due to the low and negative interest rates, the bank's earnings have eroded.
09/27/2022
Close Brothers Group: Preliminary Results
The group delivered a solid performance with strong income growth in Banking
09/26/2022
Julius Baer is bullish on the Middle East as region outperforms global business
Exclusive: The Swiss private bank, with $442.7bn in assets under management, will open a new hub office in Qatar next month to boost presence in the region, chief executive says
09/26/2022
Citi to wind down UK retail banking ops to focus on wealth management
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
Kingswood to enter Ireland with €25mn adviser purchase
The deal, which is still subject to regulatory approval, will see Kingswood take a 70 per cent stake in the business for a total cash consideration of €25.8mn (£23.4mn).
09/26/2022
SJP merges four funds to create GBP4.3 billion UK Equity Income Fund
The fund will aim to be 80 per cent+ invested in UK equities but will also invest in a mix of asset classes which will include global equities, global fixed interest and index-linked securities.
09/26/2022
German asset manager to buy AMG fund boutique
The Serafin Group will initially take a 50% stake in AMG, which will increase to 100% by 2026.
09/26/2022
DFM Sparrows Capital signs agreement with the P1 Platform
The firm writes that a white-labelled version of the platform will also be made available for selected advice firms and other clients.
09/23/2022
Credit Suisse's Investment Bank Little More Than a Sacrificial Pawn
At the time, the business was the power base for Switzerland's second-largest bank.
09/23/2022
M&G unveils range of multi-asset funds in Ireland
To expand its offering for retail investors across Europe
09/23/2022
Young UHNWs are driving a private aviation boom
Jetcraft's five-year forecast also predicts a much more rational market over the next five years when compared with the 2004-2008 boom, with average purchase prices returning to pre-pandemic levels.
09/23/2022
The great wealth transfer in Asia Pacific - Deutsche Bank
Legacy planning can take many forms, depending on what families hope to achieve, how large or complex the family is, what types of assets they invest in, their risk tolerance, and investment philosophy.
09/23/2022
EFG’s Asia Pacific Head Surveys the Great Wealth Management Opportunities Across the Region
EFG’s history dates back to 1995, since when the bank has built AUM of circa CHF 180 billion (as at the end of 2021) and today has a presence in close to 40 locations worldwide.
09/23/2022
Swiss bank UBP returns to Chinese markets
Villamin said UBP saw some “hope” that there would be more stimulus measures ahead of and after the Communist Party Congress in October.
09/23/2022
British astronaut tops the bill for Guernsey Private Wealth Forum
The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.
09/23/2022
Solid performance for Brooks Macdonald International in annual results
The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.
09/23/2022
Strong first half and upbeat profits outlook lifts Investec shares
Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.
09/23/2022
Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.