02/25/2022
Veteran KPMG partner launches high-net-worth family consultancy
Lineage Group also assists families with advice about how to use their wealth to support social causes.
Wealth and Asset Management
02/25/2022
‘The market will shrink’: Russian clients in Switzerland face uncertain future
With the full extent of new sanctions unclear following Russia's invasion of Ukraine, Switzerland's specialists in Russian clients share their expectations for the industry's future.
02/24/2022
Brooks Macdonald linked to new bid for 7IM
Brooks Macdonald manages about £17bn and 7IM just over £20bn.
02/24/2022
Credit Suisse no Longer Alone on Bonus Clawbacks
Banks are paying record bonuses for 2021, aimed at attracting and retaining key managers, a trend recently underscored by Credit Suisse CEO Thomas Gottstein.
02/24/2022
St. James’s Place: Annual results announcement
During 2021 we achieved record gross and net flows and these, together with positive investments markets
02/24/2022
Van Lanschot Kempen: Commission income up 30% and net profit at €143.8 million
Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.
02/24/2022
Lombard Odier reports strong 2021 annual results
The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.
02/24/2022
Pre-tax profits soar at Rathbones
Our financial results for 2021 are strong
02/24/2022
Complexity is the biggest wealth planning challenge for serial CEOs
Unpick pay structures and pensions before making plans – Matthew Brown
02/24/2022
Finary wants to reimagine private banking
Finary wants to build a private bank from scratch with a different set of founding principles.
02/24/2022
BNY Mellon Wealth Management Global Family Office Research Finds More Than Half of Global Family Office Executives
The research paper examines how growing differences across generations
02/23/2022
95 Ameriprise Financial Advisors Named to the Forbes Top Women Wealth Advisors List
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
Cerity Partners expands via Merger with Investec Wealth
The combined firm will operate under the Cerity Partners name.
02/23/2022
EFG International - full-year 2021 results
EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)
02/23/2022
Successful strategy implementation at BLKB
BLKB is on course and has reached important milestones, particularly in terms of consulting skills.
02/23/2022
Roger Studer launches firm with ex-Six exchange head
Christian Katz was CEO of Six Swiss Exchange from 2009 until 2015.
02/23/2022
HSBC takes charge on Chinese real estate and warns of wealth slowdown
Outlook blemishes otherwise buoyant fourth-quarter earnings as profit doubles and targets boosted
02/23/2022
‘Swiss Secrets’: What would EU blacklisting mean for Switzerland?
The Swiss Secrets scandal threatens to shift the country back to the European Union’s blacklist - but what does that mean for Switzerland?
02/23/2022
Brazil prioritises rate hikes and financial stability over growth
The monetary tightening cycle is close to completion in Brazil: we expect another two interest rate hikes, taking the terminal benchmark rate to 12.25% in May
02/23/2022
OCBC Targeting Wealth Management Growth
Headcount growth, partly for the wealth management segment, was cited by the bank as a key driver of a 7 percent increase in operating expenses for the full year.