Swiss Private Bank Buys Rival's Wealth Unit
The parties welcome this opportunity to embark on the next chapter in their growth story.
Wealth and Asset Management
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Bank Julius Baer joins the OpenWealth Association
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
Kakou Technologies: The B Corp Engineering change through community
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
Exclusive: Zug and Lugano IAMs to merge
Both companies featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2021.
Ten Lifestyle boosted by UK wealth management deal
A look at the major movers on the London market on Tuesday
UBS Launches Reimagined Wealth Management Experience for Multicultural Investors
The segment will deliver wealth management insights, inclusive investment solutions for investors who want to use their wealth to drive inclusion efforts, and advice to multicultural investors and their allies.
Swiss Wealth Boutique Snaps Up Rival
Neither boutique firm disclosed financial details of the transaction, which closed on Friday.
The Swiss banker managing Senegal's first private bank
His career to date demonstrates both the central role Switzerland plays in the finance and raw materials sectors, and the vitality of West Africa's banking sector
Brookfield expands hedge fund business into Europe
Canadian group’s move comes after funds employing a multi-strategy approach have thrived during the pandemic
New Credit Suisse Overseer's Links to UBS
It isn't clear whether UBS still owes him the share payout, as Lehmann moved from an executive to a board role.
Schroders and Nexus develop tech-based fund accounting
The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.
Credit Suisse Wants Some Staff Back at Desks
Credit Suisse will still enable more flexible work models for some of its staff, the newswire reported.