03/23/2020
Private equity deals in UK attract the ultra wealthy
UHNWIs were listed as the lead or one of the lead investors of 18 publicly disclosed high value buyouts last year
Wealth and Asset Management
03/23/2020
Julius Baer ex-CEO's 2019 pay was slashed as net profit dropped 37%
The bank also made loans to the executive board totalling CHF 3.1m, CHF 1.8m of which went to COO Nic Dreckmann.
03/23/2020
Former UBS wealth management executive Jürg Zeltner dies
Jakob Stott replaces him as chief executive of Quintet group of European private banks
03/23/2020
Wealth managers rein in leverage as clients battle markets downturn-sources
But wild swings in markets have triggered margin calls on money loaned to clients to buy stocks and other assets.
03/22/2020
UBS to Make Several Billion Swiss Francs Available for SMEs
Bank will move ‘quickly’ to support hardest-hit clients
03/22/2020
SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices
This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.
03/21/2020
Citibank Korea’s WM strategy pays off amid market fluctuations
Citibank first introduced the Model Portfolio wealth management strategy here in the second half of 2015.
03/20/2020
Thailand’s Phatra at the Cutting Edge of Thrust Towards HNW Family Wealth Structuring
She has been with Phatra about two years already and brought to the firm considerable experience from her roughly six years at Baker & McKenzie in Bangkok
03/19/2020
Wealth managers field onslaught of calls from investors spooked by virus
Clients want reassurance yet remain alive to investment opportunities as markets roil
03/19/2020
HSBC plans to triple UHNW clients in greater China push
HSBC, along with rivals including UBS Group and Credit Suisse Group are targeting the fastest-growing wealth management market in the world
03/19/2020
Morgan Stanley deepens wealth management ties with MUFG
US brokerage builds on partnership by sending execs to Japan
03/19/2020
Active Wealth Clients Offset Market Woes at Credit Suisse
The bank also reassured balance sheet strength
03/19/2020
Credit Suisse says Q1 going well despite coronavirus spread
It said restructuring efforts over the past years had strengthened its capital base and its stronger focus on wealth management and lower exposure to leveraged finance and the oil and gas sector had made it more resilient to the impact of the spreading vi
03/19/2020
The Billionaire Interview That Tanked The Stock Market
This way Americans will stay at home and the virus will stop spreading.
03/19/2020
SJP suspends £2.5bn property fund range
A number of other commercial property funds have also suspended in recent days and this decision has been taken in our clients’ best interests.
03/19/2020
Credit Suisse quarterly profits rise despite market turmoil
Lender’s trading business boosted by volatility while private bank revenues rise
03/18/2020
Private banks in corona mode: innovation becomes imperative
Private banks, i.e. money houses that are aimed at the rich clientele of individuals and families, have had a difficult life for years.
03/18/2020
Credit Suisse Launches ETFs at SIX
The new ETFs respond to the needs of all investors that have geared their processes and systems to on-exchange trading. T
03/18/2020
M&A Activity: 2020 Outlook
With the help of sustained fundraising activity, private equity firms will continue to be active in the M&A market in 2020.
03/18/2020
Top 50: WMs reveal how they improved their fund selection process
Wealth managers explain how their fund selection process has developed while their company grows.