06/21/2022
Pictet taps natural language processing for new positive change fund
Geneva group hands new strategy to thematic veteran which will scan companies' positive and negative alignments to the UN's SDGs.
Wealth and Asset Management
06/21/2022
Pimco sinks half a billion with Russia bet
Anyone who still relies on Russian papers during the Ukraine war will burn their fingers.
06/21/2022
Tidjane Thiam's Quest for the Fountain of Youth
Freedom Acquisition turned its interest toward HLIA after a failed merger attempt between Thiam's firm and a Mexican fintech Credijusto, which U.S. bond firm Pimco rejected, saying the fintech was overvalued.
06/21/2022
HSBC AM’s Kirk exposes hypocrisy as ESG gets political
A Republican US senator waded into the argument last week
06/20/2022
How to build your wealth from scratch
It is essential to increase your investment amounts periodically to reach your goals faster than before
06/20/2022
Value creation: a key driver in equity selection
These companies’ operating models haven’t really been damaged since the beginning of the year and they are more attractively valued.
06/20/2022
High- And Ultra-High-Net-Worth Clients Require An Innovative Approach
Clients are motivated to focus on their immediate goals and needs first.
06/20/2022
Three Things: What's on Investors' Minds?
High inflation and slowing growth have been taking their toll and troubling markets.
06/20/2022
With the tech juggernaut slowing down, where next for investors?
The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.
06/20/2022
LGT to create Region EMEA
The new setup will become effective as of 1 January 2023.
06/20/2022
Lumin Wealth completes acquisition of Ashridge Financial Management
The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.
06/20/2022
PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
06/17/2022
Credit Suisse Looks to Simplify its Capital Portfolio
Credit Suisse is seeking to redeem is a 7.125% high-trigger Tier1 capital instrument with a first optional redemption date of July 29.
06/17/2022
Pictet predicts asset allocation ‘shake up’ over next five years
Firm says emerging markets and alternatives can achieve double-digit returns
06/17/2022
What the next generation of millionaires want from their wealth management firm
It found that millennials coming into wealth are far more price-sensitive than the previous generation, especially in a bear market.
06/17/2022
The Private Banking Awards 2022 winners announced!
Both Santander and BNP Paribas Wealth Management left with two awards a piece.
06/17/2022
Banks: farewell to the penalty interest billion
Apparently, the SNB now considers the risk of excessive inflation to be greater than the risk of the economy weakening as a result of higher interest rates.
06/17/2022
BMO EMEA to be rebranded as Columbia Threadneedle Investments
Follows £615m acquisition
06/17/2022
HSBC AM expands alternatives arm with capital solutions unit
The unit will offer flexible capital solutions in private and sustainable assets for HSBC Asset Management institutional and wealth clients.
06/17/2022
Second year in a row, Indian funds in Swiss banks rise; at 14-yr high in 2021
India and Switzerland had, for automatic sharing of financial account information, signed a Joint Declaration on November 22, 2016 for activation of AEOI in tax matters between the two nations.