11/22/2022
Raiffeisen expands access to asset management mandates
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
Wealth and Asset Management
11/22/2022
ESG has always been a priority for high-net-worth millennials, but it is becoming more important for older investors too
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
11/21/2022
Interim Management Statement for the first ten months of 2022 - Julius Baer
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
11/21/2022
Wealth management startup Kristal.AI nets US$10M funding, expanding into UAE
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
11/21/2022
Zurich PB: the industry must ‘move away’ from product pushing
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
11/21/2022
PKB partners with Ticino firm to support Swiss startups
The tie-up with Match Strategies helps in areas including networking and daily business management.
11/21/2022
Generation Z: Better to ask the BFF than the banker
This emerges from the answers to a nationwide survey conducted by the Lucerne University of Applied Sciences and Arts (HSLU) and Postbank Postfinance among around 3,000 people.
11/21/2022
Don’t chase China market rebound as weak foundation attracts stock bears, JPMorgan says
The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.
11/21/2022
Private Banking is in excellent health
But also a role of social responsibility to protect the wealth of families, increase it, allow the passage between generations but above all to support the customer during phases of market uncertainty.
11/18/2022
Close Brothers boasts solid first quarter amid higher net inflows
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Credit Suisse «Turbo-Charging» High Net Worth Business
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.
11/18/2022
Credit Suisse wealth boss De Ferrari targets growth markets, tech boost
Around 60% of Credit Suisse's wealth business is exposure to what it calls growth markets such as the Asia-Pacific region and emerging markets, and the other main part is business with ultra-wealthy entrepreneurs.
11/18/2022
When will growth reaccelerate?
Tight US monetary policy, the energy crisis in Europe, and ongoing COVID-19 and property market challenges in China are likely to contribute to lower economic growth and earnings declines in 2023.
11/18/2022
Spectrum Wealth Management Joins Focus Financial
The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.
11/18/2022
Meet E4S: the academic venture spearheading the transition to a circular economy
E4S came from the realisation that as academics we were not doing enough to support society in facing its challenges.
11/18/2022
CS First Boston - a very American dream
CS First Boston, which will one day include international capital markets business and advice to companies on mergers and acquisitions (M&A), will be even closer to Wall Street than CS investment banking is today.
11/18/2022
Goldman’s China Wealth Product Debut Draws Limited Demand
The funds raised, amid heightened market volatility, accounted for just a fraction of the fundraising ceiling of 5 billion yuan.
11/18/2022
Zug IAM overhauls board in pivot away from Russian clients
St. Gotthard Fund Management will now be known as St. Gotthard Wealth.
11/18/2022
Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards
In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.