03/12/2021
Geneva PB posts negative consolidated net result
Losses increased by CHF 1.8m compared to the end of 2019, when the bank posted a negative net result of CHF 584,077.
03/12/2021
Deutsche Bank made significant progress on sustainability and maintained its community engagement during the pandemic in 2020.
03/12/2021
Embattled stockbroker Davy puts itself up for sale
Minister for Finance ‘supportive’ of move as investment bank Rothschild hired to find a buyer
03/12/2021
Is Julius Baer Poised to Swoop in Ireland?
Julius Baer is especially interested in a book of wealthy private clients at Davy, the publication reported.
03/12/2021
The Swiss bank consistently shifted investment bank risk into its more opaque money management after the 2008/09 financial crisis.
03/12/2021
The government and Bank of England will be thinking they just need to get through this first part of the year before the sun is shining once again.
03/12/2021
Schroders Global Head of Product Solutions and Quant, Carolina Minio Paluello, will be one of the key speakers at the inaugural Net Zero Finance Summit.
03/12/2021
Most HNW families want to set up structures in jurisdictions with an excellent reputation and compliance framework.
03/12/2021
George Luckraft, manager of the St. James’s Place Diversified Income Fund since 2007, discusses his positive views about the UK equity market outlook and what this means for his investment strategy.
03/11/2021
KPMG: Few Banks Digitally Equipped to Dominate Asian Wealth
In the region as a whole, only a couple of universal banks appear to have the product shelf and economic clout to truly dominate.
03/11/2021
Quilter merges Quilter Cheviot with mass-affluent advice division
The move comes as part of a long-term overhaul of its businesses.
03/11/2021
They continuously provide their clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their
03/11/2021
All financial amounts in Canadian dollars unless stated otherwise.
03/11/2021
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
03/11/2021
Asia’s traditional wealth managers lag digital adoption
Although they still form a small part of the market, challenger banks are using digital payments as a gateway to wealth management growth, according to a KPMG report.
03/11/2021
As a result, net flows at the group level are expected to be modestly positive for H2.
03/11/2021
The new CEO is Roman Limacher, who has been with the company for over 18 years.
03/11/2021
One of many hurdles in this race for CS: The Swiss bank's decision to unwind the funds has sent its Australian-British fund partner, Greensill Capital, into bankruptcy.
03/11/2021
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
03/11/2021
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.