03/10/2022
Credit Suisse Speaks Out on War in Ukraine
Credit Suisse is assessing the impact of the sanctions already imposed
Wealth and Asset Management
03/10/2022
Ex-Credit Suisse Chair Bags Millions
This comes after receiving a 1.1 million franc payout in chair fees.
03/10/2022
Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
Credit Suisse's raft of wealth advisers in Moscow stay put as it reveals Russia exposure
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
Unigestion head of business development steps down
Dominik Kremer
03/10/2022
Why the world’s wealthy are choosing Luxembourg for private funds
Family offices and UHNW investors are now looking beyond traditional wealth-holding structures and embracing the private fund; a vehicle traditionally used by professional asset managers.
03/10/2022
A spotlight on one of the most interesting banking markets
The region is characterised by a strong economy and a large affluent population with around EUR 6 trillion in liquid onshore assets.
03/10/2022
Ukrainian war brings advice ‘into its own’, Quilter CEO says
Many advisers have reacted and showed solidarity with the people of Ukraine.
03/10/2022
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Why female clients are ‘underserved’ by wealth management firms
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
HNWs underserved by market, says Wealth Club boss
This means in many cases they are dumbing down everything they do, he added, so in effect someone with £1mn to invest is being treated in the same way, and given the same products, as someone with a £100 to invest.
03/09/2022
Quilter reports 28% profit growth
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Consolidation in banking: the challenges of an acquisition
The second important requirement is complementarity.
03/09/2022
Five UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.
03/08/2022
Thomas von Hohenhau: «As Safe As Money in the Bank»
He also told us how safe VP Bank's tokens are and who can benefit from them.
03/08/2022
Top UBS Wealth Manager Targets $5 Trillion Held by Women in Asia
UBS is focusing on adding new economy clients, China wealth
03/08/2022
IQ-EQ shortlisted for four awards
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.