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Wealth and Asset Management

12/15/2022

Swiss National Bank tightens monetary policy further and raises SNB policy rate to 1.0%

Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.

12/15/2022

GAM Wins IMPACT Awards for its Climate bond strategy

The award was presented by Environmental Finance, which recognises the work of impact investors

12/15/2022

ZEDRA wins Trust Company of the Year at the STEP private client awards

The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore.

12/15/2022

IQ-EQ shortlisted in the 2023 Citywealth Magic Circle Awards

The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.

12/15/2022

Indosuez Blue Cycle, an innovative investment solution with a solidarity component

Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects

12/15/2022

Alex Picot Trust Director awarded ‘Leading trust professional’ at WealthBriefing CI Awards

The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

12/14/2022

UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list

This recognition is a testament to the team’s ability to collaborate and provide solutions to their clients, empowering them to pursue what matters most to them.

12/14/2022

Northern Trust Asset Management’s Risk Report Highlights Drivers of Unexpected Portfolio Results

Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies

12/14/2022

Monthly Update: A positive month as tough year draws to a close - Coutts

Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.

12/14/2022

Conversion of Credit Suisse Real Estate Fund International into an NAV-based product under review

The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.

12/14/2022

Swiss economy: Swiss interest bonus is back to stay

Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.

12/14/2022

China’s zero-Covid retreat sparks wealth management product sell-off

Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions

12/14/2022

Barclays Private Bank opens temporary Verbier office for ski season

Barclays Private Bank has been operating in Switzerland since 1986.

12/14/2022

Inflation eases to 10.7%: What this means for your personal finances

The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October

12/14/2022

UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list

Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.

12/14/2022

AKB: New president despite background noise

Bobst has been on the AKB supervisory board since the end of 2020; the fact that he can now move up for Egloff caused discord in advance.

12/14/2022

First Swiss viager fund launched after four-year wait for Finma

The fund will invest in Swiss houses and apartments and has a partnership with MoneyPark.

12/14/2022

Unintended inefficiencies hinder scalable growth

'Inherent business inefficiencies'

12/14/2022

Wealth management firm expands Midlands footprint with latest acquisition

The firm has a team of 17, comprising advisors, planners, researchers and support staff.

12/13/2022

Benchmark takes stake in Oculus Wealth Management

Oculus will continue to operate independently but with further support from Benchmark for the existing management team.

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