Wealth and Asset Management Archives - Page 1052 of 1550

Julius Baer publishes Annual Report 2021 and Sustainability Report 2021 and provides update on climate targets

March 21, 2022

The Sustainability Report includes a detailed outline of Julius Baer’s new climate strategy to achieve net-zero carbon emissions in its own operations by 2030.

Wealth and Asset Management

Swiss banks harbor up to $213bn in Russian offshore cash

March 21, 2022

In a rare glimpse into Switzerland’s secretive banking system, the Swiss Bankers Association told Reuters it estimated around $213bn of Russian money is held within Swiss vaults.

Wealth and Asset Management

Wealth management firm signals commitment to region with new Birmingham office

March 21, 2022

“As home to, almost a sixth of the UK’s population, close to 650,000 vibrant companies and several leading UK universities"

Wealth and Asset Management

Credit Suisse Looks Beyond China

March 18, 2022

Gottstein underlined various challenges in the China market including its persistent zero-Covid policy, the tech crackdown and geopolitical risks alongside team shifts from Hong Kong to Singapore.

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UBS sells stake in real estate joint venture

March 18, 2022

The transaction is expected to close in April 2022, subject to required filings and regulatory approvals.

Wealth and Asset Management

Private bank downgrades equity weighting to ‘disinclination’

March 18, 2022

As it upgrades gold exposure from positive to preference status

Wealth and Asset Management

Anglo-South African bank and wealth manager Investec lifts profit forecast

March 18, 2022

That marks a significant increase on the previous year, when the pandemic hit the lender and profits came in at £377.6million.

Wealth and Asset Management

Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list

March 18, 2022

UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.

Wealth and Asset Management

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

March 18, 2022

Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.

Wealth and Asset Management

Placing clients at the heart of UAE wealth management decisions

March 17, 2022

How Emirates NBD works to meet its customers' individual needs

Wealth and Asset Management

Mashreq: Partners in your UAE wealth journey

March 17, 2022

The bank works to ensure investors navigate the global financial climate

Wealth and Asset Management

Schroders Singapore launches new Global Private Equity Fund

March 17, 2022

The fund is targeted at UHNW investors looking to achieve potentially higher returns and greater portfolio diversification by accessing the often hard-to-reach global private equity markets.

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