Julius Baer launches new share buy-back programme
The shares will be bought via a second trading line on the SIX Swiss Exchange.
Wealth and Asset Management
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Bluespring Wealth Partners announces acquisition
Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest
Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022
Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.
Credit Suisse launches the inaugural MSCI USA Tech 125 ESG ETF
Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.
Credit Suisse Seeks Settlement with Archegos
Credit Suisse, Nomura, Morgan Stanley, UBS, MUFG and Mizuho all provided services via their prime brokerage divisions to Archegos.
Aviva to acquire wealth manager
Significantly enhances Aviva’s position in the fast-growing UK wealth market
Nordea Asset Management to shed Russian investments
The move is announced as a measure to prevent the investor retreat from the country after sanctions by the US
Pâris Bertrand merger contributes to soaring Rothschild & Co Europe WM profits
It announced a €2.75 total dividend, including a €1.60 special dividend.
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
Banks go all in on wealth management, but can they all succeed?
The team helps affluent individuals and families choose neighborhoods, schools and doctors.
Schroder BOCOM Wealth Management has opening ceremony in Shanghai
It is also the second venture between the two groups since forming the Bank of Communications Schroders Fund Management Co., Ltd. in 2005.
China extends wealth management scheme
The pilot programme for retiree products is expanded to other cities.