01/05/2022
Zug AM moves to Zurich
The firm also has offices in Germany.
Wealth and Asset Management
01/05/2022
Odey Asset Management sees profits soar to £40m
Crispin Odey’s profit share increases tenfold
01/05/2022
New wealth firm launches AIM IHT portfolio with value focus
O-IM, which was established by two former JP Morgan directors, has launched an AIM IHT portfolio with a focus on 20 value-based businesses.
01/04/2022
Texas Team With $700M AUA Joins Private Wealth From Wells Fargo
The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.
01/04/2022
Italy’s top private bank to allow users to buy Bitcoin
The private bank will become the country's first to offer direct crypto purchases.
01/04/2022
These makers of the financial world could surprise in 2022
This coming April, the Swiss will stand for election together with the designated UBS President Colm Kelleher - an Irishman with a Wall Street past.
01/04/2022
Wealthy Brits refocus portfolios ethically 'with urgency'
Those views include putting a high value on investments that balance profit with purpose.
01/04/2022
UBP sees up to 10% returns for global equities in 2022
2022 is set to mark a full global economic recovery. But equity investors will face speed bumps on the road to normalisation, UBP projects.
01/04/2022
Kingswood completes “milestone” acquisition
It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and Novus Financial Services (Novus), following the receipt of regulatory approval at the end of 2021.
01/04/2022
MAI Capital acquires two wealth management firms
Regal, which was launched in 2020, offers wealth management services such as goals-based investment management, tax planning, legacy planning, and assistance with both business and personal financing.
01/03/2022
More On Independent Digital Ecosystems as the Future of Wealth Management
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors
01/03/2022
Credit Suisse Ends Stymied Share Buyback
Credit Suisse shares closed the year at 8.87 francs per share.
01/03/2022
Evergrande crisis: developer revises payment plan for wealth management investors as debt deadlines pile up
Under the revised plan for the wealth management products, all interest payments will be paused from today.
01/03/2022
Canaccord Genuity Announces Completion of Acquisition
All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.
01/03/2022
Credit Suisse Investor Addresses COVID Snafu
«We view these minor infractions as nothing but distractions and the focus must be on the major issue at hand: Credit Suisse's turnaround.»
01/03/2022
Julius Baer Sells Wealth Boutique
The parties have signed a corresponding agreement, according to which the transaction shall be completed in Q1 2022.
01/03/2022
Credit Suisse: Last Chance for Shift
For their part, investors haven't always done well on their stockholdings
01/03/2022
Credit Suisse Director Honored in Britain
Richard Meddings was made a Commander of the British Empire by Queen Elizabeth in her annual New Year's honors list.
01/03/2022
MAI Capital Management Acquires Monarch Business & Wealth Management
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division
01/02/2022
How the wealth management industry is evolving with changing customer needs
The majority of incremental market growth in future will go to 'WealthTech' enterprises with a 'phygital' (physical + digital) model that goes beyond traditional firms, say experts.