Lombard Odier Group reports results for first six months
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
Wealth and Asset Management
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Raiffeisen Has to Get It Right This Time
Raiffeisen Switzerland can’t wait to put its experience of Guy Lachappelle as the bank’s chairman firmly behind it.
TEAM is building for success in wealth management
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
Wealth management firm acquires South-West based advice firm
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
Open Finance – A Wealth Management Silver Bullet?
But other demands could have an equally profound effect on wealth management.
Lombard Odier: Full Steam Ahead With ESG
Odier detailed the assets as 207 billion francs in private banking, 68 billion in investment management, and 76 billion on its technology platform.
Asia and Middle East Assets Triple in Five Years
In addition to client assets, the two regions were also key beneficiaries of the group’s investments with headcount doubling in the same three-year period.
Ascot Lloyd assets near £10bn
The financing increased the capital available for acquisitions to more than £100m.
Sanlam to wind down adviser network
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
UBS, Credit Suisse in Opposing Views on Gold
The bank sold more fund shares in percentage terms than the world's largest asset manager BlackRock (29 percent)
Raiffeisen in Rude Health Amid C-Suite Crisis
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months
Zurich independent asset manager awarded Finma licence
There are now nine firms licensed by Finma as portfolio managers and trustees, monitored by a supervisory organization under the FinIA legislation.