03/06/2020
Credit Suisse Chairman Wangling for More Time?
The bank has an orderly succession plan in place for him.
Wealth and Asset Management
03/06/2020
Annual Results 2019
We will maintain a focus on active, responsible investing to create better outcomes for our clients.
03/06/2020
499 Kenyans fall off the list of dollar millionaires
The shifts emerged in a year of relatively hard economic times in the country, which has resulted in a drop in corporate profits that has seen thousands of people lose their jobs and cut dividends from firms owned by the wealthy.
03/06/2020
AFH set to return to adviser acquisition trail
The company acquired eight adviser firms during 2019 but said last year it would focus more on organic growth in the short term.
03/06/2020
StanChart's private banking grows 12%
Overall, the lender said annual pre-tax profit was up 46% at $3.7bn for the year, although this was slightly below analyst expectations.
03/06/2020
Surprise US fed cut to weigh on OCBC's NIM
OCBC’s wealth management income has been steadily growing since its acquisition of the Bank of Singapore, and this trend is expected to be sustainable.
03/05/2020
LatAm giant Sura targets Brazil for wealth push
The plan is to enter Brazil with Investment Management, its distribution arm in charge of institutional clients.
03/05/2020
Star Banker Collardi’s Past Causes Tension at Bank Pictet
Pictet’s leadership is closely monitoring the situation, the people said.
03/05/2020
Hotpot Queen Opens Family Office in Singapore to Manage Wealth
What started as a humble family business in 1994 is now a food-service giant with almost 600 outlets spanning Beijing to New York.
03/05/2020
Schroders profit falls as investors turn their back on equities
Our strategy is to build closer relationships with our end clients in Wealth Management, to expand our capabilities in Private Assets and to grow our asset management business through Solutions.
03/05/2020
Despite coronavirus fears, private banks back stocks after rout
Dividends from quality stocks hard to beat, say many
03/05/2020
CS rejects 'speculations' Rohner tried to extend term as chairman
'There are no discussions about an extension beyond this date with anyone and corresponding speculations are wrong and without basis.'
03/05/2020
Ocorian 'takes five' at Citywealth Powerwomen Awards
We enjoyed remarkable success at this year’s Citywealth Powerwomen Awards, walking away with five awards, including three golds.
03/05/2020
Shortlist Of Potential Winners For WealthBriefing European Awards 2020
Here are the nominees for this year's WealthBriefing European Awards, to be announced in London on 23 April and one of the big events in the industry calendar.
03/04/2020
Did they jump or were they pushed? by David Roberts, Liontrust
That is all in the future of course and for now, we need to ask:
03/04/2020
Schroders reporting revamp to provide more clarity on fee pressure
But FTSE 100 manager should avoid the trap of managing share price rather than core business
03/04/2020
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
Unlike warnings of the past, the latest projections have startled observers, especially the wealth managers already struggling to find and hire young would-be advisors.
03/04/2020
OK, fellow Boomers, let’s talk about the future
The importance of inter-generational partnerships in wealth management
03/04/2020
Edmond de Rothschild expands real estate business in Europe
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
AgaNola to become Credit Suisse Investment Partners
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.