08/31/2022
Lombard Odier in Italy: “the Rolls Royce of private banking”
Our size allows us to focus fully on performance and to adapt operations where necessary, something that is difficult for larger banks.
Wealth and Asset Management
08/31/2022
Sanctuary Wealth's Named to Forbes' 2022 America's Top Wealth Advisors List
Second-Generation Partners of Cooke Financial Group were named to the Forbes Best-In-State earlier this year
08/30/2022
Fighting Swiss inflation with a strong franc
A rising franc also risks deflationary effects at home as consumers put-off buying goods that may become cheaper.
08/30/2022
Uruguayan wealth shop launches digital client platform, targets LatAm expansion
The digital platform allows Nobilis clients to open accounts and manage their own investment portfolios.
08/30/2022
Rothschild & Co launches a Wealth Management representative office in Israel
This development is in line with the group’s strategy to invest in markets where it has an established network and reputation.
08/30/2022
Partners Group reports strong H1 management fee growth driven by robust client demand; lower performance fees in line with guidance
confirm our full-year 2022 gross client demand guidance of USD 22 to 26 billion.
08/30/2022
Rathbones applies barbell strategy to its multi-asset fund range
The purpose of this strategy is to strike a balance between reward and risk by focusing on two extremes.
08/30/2022
Swiss retail and private banks face major challenges
Both the Swiss private banks and the SPI stock market index have shown negative performance since the beginning of 2022.
08/30/2022
Atria Wealth Solutions Announces Addition of UBS Team with Over $600 Million in Client Assets
Atria's Cadaret Grant Welcomes 360° Wealth Management Group, Reflecting Robust Recruiting from Large Wall Street Firms
08/30/2022
The best philanthropy advisers for high-net-worth individuals in 2022
Philanthropy advisers can also help clients to understand the tax implications of giving.
08/29/2022
Credit Suisse Mulls Downsizing in China
Among the topics the Swiss lender plans to discuss is the China business with top executives considering whether or not to shrink while Asia managers attempt to make the case to keep investing in the market.
08/29/2022
Julius Baer charts five-year strategy to target wealthy Indians
The Swiss bank has adopted a 'global India' approach for its wealthy clients within the country and overseas, said Rahul Malhotra.
08/29/2022
Solving climate change is not our job: SNB’s Jordan
Thomas Jordan also defended the SNB's price stability target of a rise in consumer prices of 0-2% per year.
08/29/2022
Mirabaud suffers a drop in profits
Assets under management at the end of June amounted to CHF 33.2 billion.
08/29/2022
Banca Stato writes book losses
The commission and service business also increased its income by 1.7 percent to 31.7 million francs and the trading business by as much as 9.4 percent to 11 million francs.
08/29/2022
Schwyzer Kantonalbank dampens expectations
On the other hand, success in the commission business increased by 9.8 percent, and in the trading business the figure rose by as much as 16.2 percent.
08/29/2022
Forbes Names Top Wealth Advisor in America
The rankings are based on data received by more than 15,000 top-performing advisors nationwide
08/29/2022
Randy Carver Named One of the Top 250 Wealth Advisors in United States in Forbes’ 2022 List
This is the seventh year in a row that Randy has been included in this prestigious list of top wealth advisors across the United States.
08/26/2022
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund to take effect on or around 2 December 2022.
08/26/2022
Deutsche Bank wins Best Emerging Market Trading Platform for second year running
The award is given to the platform that offers best-in-class EM services for clients, focusing on high liquidity, cost efficiencies, innovative solutions as well as breadth of services.