06/09/2020
‘LatAm is a pretty rich pool’: Vontobel's Zhang lists top discounted stocks
The company, however, envisions a recovery throughout the rest of the year
Wealth and Asset Management
06/09/2020
Two UBS Advisor's Named to Forbes/SHOOK List of Top Women Wealth Advisors
The ranking is based on an algorithm of qualitative data
06/09/2020
Twenty in 2020!
2020 sees MilleniumAssociates celebrate 20 years of exceptional independent M&A and corporate finance advisory service
06/09/2020
Switzerland as a hub for trading companies
Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.
06/09/2020
Growing consolidator IWP snaps up London firm in eighth acquisition
Eighth 'hub'
06/08/2020
Is Goldman Sachs the Blueprint for Wealth Managers?
Geneva, where Goldman poached two super-rich bankers from UBS this week, is emerging as a linchpin in those plans.
06/08/2020
Indosuez’s Arjan de Boer on Keeping HNW Client Portfolios Fit for the Post-Pandemic World Ahead
He also notes that structured products had more recently been staging a modest resurgence.
06/08/2020
Risk-taking billionaires offer rich reward for Credit Suisse
Credit Suisse set aside $1 billion to cover the impact of the coronavirus, primarily to its corporate lending business, in the first quarter.
06/08/2020
Geneva WM’s co-founder acquires majority stake in the firm
Generation Alfa offers wealth management services, including advisory and discretionary portfolio management services and direct investments.
06/08/2020
Active Engagement Key to Reflecting Sustainable Investing Values - RESEARCH
The new study, which surveyed nationally a statistically relevant group of 1,000 individual investors age 18 or older, examined the degree to which investors want to have a social impact and the degree to which they are willing to make trade-offs to achie
06/08/2020
Hooked on a Feeling by Oppenheimer
In our view it is not so much a “disconnect” as a difference in focus
06/08/2020
Broken taboos by Pictet
European leaders may not reach a final agreement on a recovery fund at the European Council meeting in mid-June.
06/06/2020
Asia wealth management post-COVID-19: Adapting and thriving in an uncertain world
The rapid spread of the novel coronavirus across the world has led to a steep drop in economic activity, as most people worldwide have been compelled to stay at home and keep their distance from others.
06/06/2020
The women shaking up wealth management
Three female leaders take strikingly different approaches to managing money
06/06/2020
Private bank loses CHF 1m in transaction mix-up, report says
Frankfurter Bankgesellschaft Group is owned by Landesbank Hessen-Thüringen (Helaba)
06/06/2020
Wealth management faces fallout from coronavirus
Pressure on fee income and investment in tech has intensified during the pandemic
06/06/2020
The world after the corona crisis: a wealth planning perspective
The corona crisis has been an unprecedented challenge for humanity and a shock to the global economy. What have we learned from the crisis? Our wealth planning experts expect to see trends developing in five areas: family and asset protection, succession
06/05/2020
Citi Says Wealthy Clients Are Holding Too Much Cash, Time to Buy
The report’s big-picture outlook is for a “brief, extremely deep, rolling global recession” followed by a sharp snapback in global economic activity and “a partial, uneven recovery.
06/05/2020
Private banking trio set up New Zealand wealth manager
Firm said it will adopt a fees-for service approach
06/05/2020
Asian HNW clients expected to significantly move towards Managed Investments
There appears to be a strong consensus amongst these professionals in Asia that the tide should turn against HNW and UHNW clients’ long preference for self-directed investing.