Credit Suisse Speaks Out on War in Ukraine
Credit Suisse is assessing the impact of the sanctions already imposed
Wealth and Asset Management
15492 articles found
Ex-Credit Suisse Chair Bags Millions
This comes after receiving a 1.1 million franc payout in chair fees.
Credit Suisse's raft of wealth advisers in Moscow stay put as it reveals Russia exposure
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
A spotlight on one of the most interesting banking markets
The region is characterised by a strong economy and a large affluent population with around EUR 6 trillion in liquid onshore assets.
ZEDRA Enhances its US presence with the Acquisition
The announcement boosts ZEDRA’s Global Expansion and Corporate Service offering in the US, a core market for the firm, and enhances the company’s geographical presence.
Why the world’s wealthy are choosing Luxembourg for private funds
Family offices and UHNW investors are now looking beyond traditional wealth-holding structures and embracing the private fund; a vehicle traditionally used by professional asset managers.
Ukrainian war brings advice ‘into its own’, Quilter CEO says
Many advisers have reacted and showed solidarity with the people of Ukraine.
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.