05/01/2020
GAM Holding - No Current Plans To Buy Back Shares
The latter provides GAM Holding AG the flexibility to distribute future surplus capital to shareholders
Wealth and Asset Management
05/01/2020
UBS wealth management expects challenges ahead
Business shrank slightly last month
04/30/2020
Wealth-X Bolsters U.S. Dataset on the Wealthy
Over $60 Billion of New Compensation Data Intregrated Into Global Database
04/30/2020
Raiffeisen: “Studio Burgdorf” extends broadcasting area
The virtual receptionist is used when all customer advisors in the branch are occupied or absent.
04/30/2020
St. James’s Place reports first quarter new business inflows
New business inflows and update on dividend payments
04/30/2020
ZEDRA launches corporate management services in the US
Whatever the reason for having a US vehicle, our clients want to work with a trusted partner, especially in the context of understanding local requirements and keeping the entity in good legal standing from a US and global context.
04/30/2020
How Wealth Manager’s Top 30 are tackling the Covid-19 crisis
The next generation of wealth management talent discuss the first major market event in their careers.
04/30/2020
Switzerland's Falcon mulls exit from private banking, other options
One of those options includes exiting the private banking business
04/30/2020
The world’s wealthiest are sticking with stocks despite the coronavirus crisis, UBS finds
In general, business owners are also positive on the longer-term outlook
04/30/2020
Results of the Annual General Meeting of GAM Holding AG 2020
David Jacob was elected as chairman and all the other members of the BoD who stood for re-election were confirmed for a term until the end of the next AGM.
04/29/2020
Crossbridge Capital launches CONNECT Prime
This is an unprecedented time in our history.
04/29/2020
UBS to Launch Funds Replicating Brokers’ Model Portfolios
The bank’s global wealth management unit generated $1.22 billion, up 41%.
04/29/2020
EFG Flags Corona Hit
Notwithstanding the recent market turmoil, EFG maintained its operational resilience with a solid business performance in the first quarter of 2020.
04/29/2020
RBC Corporate Services Hong Kong to join SMP Group
SMP and RBC have a long history of working together to provide global solutions for private wealth structuring.
04/29/2020
Investing during Covid-19 - we are 75% through the fear
There is no good reason to believe that history will repeat itself
04/29/2020
Protection perspective: ways to help safeguard your financial future
How coronavirus has underlined the importance of always being prepared.
04/29/2020
Deutsche Bank reports 1Q loss as WM arm sees 18% rise in revenues
Conservative balance sheet management enabled Deutsche Bank to support clients through extremely challenging economic and financial market conditions during the quarter.
04/29/2020
WMs on the pros and cons of merging
Amid new costly rules, wealth managers ponder whether hiring individuals or acquiring entire firms will bring better results.
04/29/2020
Five ways to retain your wealth management clients in 2020
The fight-or-flight instinct is part of human nature, but it doesn’t serve investors well.
04/29/2020
70% of investors are optimistic about the long term, UBS says
Thirty percent of Switzerland’s investors thought that the impact of the pandemic could be over by the end of June