03/10/2021
Future Returns: How UBS Surpassed a $5 Billion Impact Goal
The fund also financed grants for academic cancer therapy research and access to cancer care in developing countries through a percentage of the manager performance fee and 1% of royalties on any drugs that came to market.
03/10/2021
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.
03/10/2021
Hedge funds are favored asset class to enhance traditional 60 / 40 model – 70% of investors plan to make changes to their portfolio in 2021 due to the current environment of lower bond yields.
03/09/2021
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
The new capability provides expertise to investment organizations seeking to optimize operations and identify risks across their front, middle and back offices.
03/09/2021
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
The head of research at Asteria Investment Managers on ESG's female roots and addressing the gender pay gap with transparency.
03/09/2021
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.
03/09/2021
Cinerius Partners is based in Zug and aims to unite independent asset managers in the German-speaking region of Switzerland and improve their profitability using economies of scale.
03/09/2021
As a result, clients will be able to trade in major crypto currencies. The services are integrated into InCore Bank’s ‘Digital Asset Layer’ platform.
03/09/2021
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/09/2021
New location and expanded team to elevate client service in Asia
03/09/2021
As a cooperative bank, Bank Avera distributes part of the success it generates to the charitable companies in the Hinwil, Pfäffikon and Meilen districts.
03/09/2021
Engaging the HNW market will require asset managers to shift distribution models and adopt technology
03/09/2021
The young company, founded in Zurich in 2014, has achieved another coup.
03/09/2021
Client assets include Assets under administration (AUA) and assets under management (AUM) which are non-IFRS measures that are common to the wealth management business.
03/09/2021
Appointment Extends Relationship with Japan-based Manager
03/08/2021
Credit Suisse Asset Management winds down its supply chain finance funds and commences first payment
The first payments amounting to approximately 80% of the available cash and cash equivalents are expected on 8 March 2021 for the Luxembourg domiciled funds and later the same week for the Liechtenstein domiciled fund.
03/08/2021
Credit Suisse: Striking correlation with GAM fun
Too many smoke signals are rising around the now closed supply chain funds that CS operated together with the British financial institution Greensill Capital.