Credit Suisse's Private Banking Switzerland to be part of Swiss business
As a result, the Private Banking Switzerland Division will become part of the Swiss Bank.
Wealth and Asset Management
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Credit Suisse Ends Russian Commodities Lending
Concerned that future sanctions could include the energy sector and a complete Russian expulsion from the Swift global payments system led to the decision.
Macquarie, KKR face off for Westpac business unit
The two companies are reportedly set to bid for the big bank's wealth management business
Schroders celebrates double win at prestigious Pensions Age awards
Schroders celebrated a double win at the prestigious Pensions Age Awards 2022 with Schroders Solutions and Greencoat Capital winning honours.
Bellevue achieves a 93% increase in net profit
Bellevue achieved record profits amid an overall positive market backdrop
Abrdn returns to growth in ‘reset year’
The company simplified and extended its strategic partnership with Phoenix, bringing commercial and financial benefits.
J. Safra Sarasin Group announces continued growth and significant performance in 2021
These results in 2021 proved our strengths again
Tilney Smith & Williamson AUM reaches record £57.7bn ahead of summer rebrand
‘Continues to explore’ acquisition opportunities
Objectway confirmed as key partner in Rathbones’ digital strategy
In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.
The investor paradigm is shifting – what’s next?
In 2020 and 2021 alone we made huge investments in our digital and client-facing solutions to enhance features such as digital on-boarding.
Mediobanca launches venture capital fund with Russell Investments
The fund of funds will focus on technology startups based in the United States.
Does your wealth advisor have too many clients?
Mr. Stenner, whose team works closely with ultra-wealthy clients with $25-million-plus net worth across Canada and the U.S., has just over 40 clients today – and the capacity to take on about a half dozen more each year.