WealthSelect adds to Fixed Income across the range as economic uncertainty persists
The Responsible Active and Blend portfolios also see the introduction of a new holding
Wealth and Asset Management
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Julius Baer publishes Global Wealth and Lifestyle Report 2022
The Lifestyle Survey of HNWIs reveals regional differences in how optimistic respondents feel about their personal, professional, and financial futures.
Credit Suisse banker to depart after unapproved messaging – report
Anthony Kontoleon was removed from his post as global head of its equity capital markets syndicate in April, and is due to leave imminently after 28 years at Credit Suisse.
Swiss Life AM opens ESG infrastructure debt to external investors
Fund aims to accrue €2.5bn (CHF 2.6bn) in capital after being expanded beyond asset manager’s existing network.
Wealth management trends and the ‘new normal’
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
AssetCo to net £45m in cash after RMG acquisition
The Financial Conduct Authority approved the change of control of RMG to AssetCo last month.
Kingswood completes acquisition of advisory firm Vincent & Co
Following the acquisition, Kingswood said now has about GBP7.0 billion under advice or management, compared to GBP7.2 billion on February 21.
When the 'Everything' Bubble Bursts
“The true investment challenge is to perform well in difficult times.” - Seth Klarman.
What Do Swiss Private Bankers Worry About Most
EFG-International CEO Giorgio Pradelli said much the same. He indicated that Switzerland had been too naive in the past and did not fight enough for reciprocity.
Insigneo Financial Group to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Capital Raise to Support Company’s Continued Growth and Expansion
Carlyle-Backed Hawksmoor to Acquire UK Wealth Manager GBIM
Hawksmoor agreed to buy Gore Browne, and will keep the brands trading under their different names, Gore Browne Chief Executive Officer Mark Arkwright wrote in the letter.
J. Safra Sarasin appoints Sales Director
He joins from NN Investment Partners, where he spent 3 years promoting and marketing their sustainable offering in the UK.