Managers of Wealth

Credit Suisse to Close Historic Branch in Zurich

Credit Suisse (CS) recently informed clients of the closure of its branch at Zurich's Werdmühleplatz, citing evolving customer needs as the primary reason.

Fidelity International looks for Asia partners for fundraising success

The $862bn asset manager shares progress on building its private markets capabilities in Asia.

HSBC on hiring spree to drive UK wealth division ambitions

Europe’s biggest bank hopes to double UK arm of its wealth and private banking operations

Amundi Tie-Up Offers US Private Credit to Wealthy Individuals

It will also be open to other kinds of investors including institutions, family offices and asset managers.

“Overcoming climate change and biodiversity loss”

With its global network, IUCN is a powerful platform able to coordinate the actions of our members.

UBP joins the Wecan Group network

Based in Geneva and present in over 20 locations worldwide

Jupiter and Swisscanto prep ETF launches

Swisscanto does not currently manage any Ucits ETFs but offers a €14.6bn line-up of four Switzerland-domiciled exchange traded products investing in precious metals.

Schroders Capital raises $2.6bn in private equity direct and co-investments

This feat reinforces Schroders Capital's position as a key participant in small to mid-sized buyouts which have, crucially, delivered robust returns on behalf of its clients.

Leveraging Fintech to Enhance Wealth-Management Inclusion in China

The country’s current pension system is also relatively small, making up only about 10 percent of GDP, which is significantly lower than the international average.

JP Morgan Asset Management Expands Morgan Money Platform with Treasury, Cash Management Capabilities

This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”

Tom Zierer recognised as a 2024 eprivateclient NextGen Leader

This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.

Praxis reports positive results and innovation at the half-year point

The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m

BNY plans to acquire Archer and integrate its managed account services

The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.

Basisbank named Best Private Bank in Georgia at the Global Banking & Finance Awards

The award salutes the bank’s wide range of products and services that meet international standards.

Net Worth of Singapore’s 50 Richest Individuals Rises by More Than 10% Reaching $195 Billion

The overall optimistic climate also bolstered the stock market, pushing the combined net worth of Singapore’s 50 wealthiest individuals up by more than 10%, reaching $195 billion.

Alpha FMC acquires White Marble and Bankside Financial Solutions consultancies

Alpha Financial Markets Consulting is a global consultancy to the financial services industry

Zurich Star from Lombard Odier Turns Up at Geneva Private Bank

Thanks to his client portfolio, which focuses on the United Kingdom, he was considered one of the key players at the Zurich branch.

A Different Kind of Foreign Bank is Coming to Switzerland

Now, the first Swiss wineBANK is opening its doors in Bern, with Zurich and Geneva soon to follow.

Nikko Asset Management to Rename as Amova Asset Management

This name change reflects the progress so far, and path forward, in the firm’s Global Growth strategy to strengthen growth in Japan and expand in global markets.

Swiss private banking not ready to roll over just yet

Today the country's sole globally systemic lender faces a substantial increase in regulatory capital requirements, under reforms that the Swiss government is advocating for.

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Wealth and Asset Management