03/02/2022
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.
Wealth and Asset Management
03/02/2022
Credit Suisse launches the inaugural MSCI USA Tech 125 ESG ETF
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
03/02/2022
Credit Suisse Seeks Settlement with Archegos
Credit Suisse, Nomura, Morgan Stanley, UBS, MUFG and Mizuho all provided services via their prime brokerage divisions to Archegos.
03/02/2022
Aviva to acquire wealth manager
Significantly enhances Aviva’s position in the fast-growing UK wealth market
03/02/2022
Nordea Asset Management to shed Russian investments
The move is announced as a measure to prevent the investor retreat from the country after sanctions by the US
03/02/2022
Pâris Bertrand merger contributes to soaring Rothschild & Co Europe WM profits
It announced a €2.75 total dividend, including a €1.60 special dividend.
03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
03/01/2022
Banks go all in on wealth management, but can they all succeed?
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
03/01/2022
Schroder BOCOM Wealth Management has opening ceremony in Shanghai
It is also the second venture between the two groups since forming the Bank of Communications Schroders Fund Management Co., Ltd. in 2005.
03/01/2022
China extends wealth management scheme
The pilot programme for retiree products is expanded to other cities.
03/01/2022
Credit Suisse's Private Banking Switzerland to be part of Swiss business
As a result, the Private Banking Switzerland Division will become part of the Swiss Bank.
03/01/2022
Credit Suisse Ends Russian Commodities Lending
Concerned that future sanctions could include the energy sector and a complete Russian expulsion from the Swift global payments system led to the decision.
03/01/2022
Schroders celebrates double win at prestigious Pensions Age awards
Schroders celebrated a double win at the prestigious Pensions Age Awards 2022 with Schroders Solutions and Greencoat Capital winning honours.
03/01/2022
Macquarie, KKR face off for Westpac business unit
The two companies are reportedly set to bid for the big bank's wealth management business
03/01/2022
Bellevue achieves a 93% increase in net profit
Bellevue achieved record profits amid an overall positive market backdrop
03/01/2022
Abrdn returns to growth in ‘reset year’
The company simplified and extended its strategic partnership with Phoenix, bringing commercial and financial benefits.
03/01/2022
J. Safra Sarasin Group announces continued growth and significant performance in 2021
These results in 2021 proved our strengths again
03/01/2022
Tilney Smith & Williamson AUM reaches record £57.7bn ahead of summer rebrand
‘Continues to explore’ acquisition opportunities
02/28/2022
Objectway confirmed as key partner in Rathbones’ digital strategy
In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.
02/28/2022
The investor paradigm is shifting – what’s next?
In 2020 and 2021 alone we made huge investments in our digital and client-facing solutions to enhance features such as digital on-boarding.