One Swiss Bank records net loss after merger with PB
This originated mostly from the amortisation expense of CHF 2.5m related to goodwill from the merger and will be amortised over five years.
Wealth and Asset Management
15439 articles found
Hong Kong FinTech – forward into the future
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates
Goldman Sachs to buy Dutch asset manager
Offers a broad range of equity and fixed income products, with a strong Environmental, Social and Governance (ESG) integration across its business.
Boris Collardi Blackballed by Pictet «Club»
The the scrappy, young, driven Boris Collardi with an impeccable network of the world’s wealthy and Pictet
British retailer enters wealth management market
The partnership's target is for 40% of its profits to come from outside retail by 2030.
Stonehage Fleming launches first Global Sustainable Equity Fund
Since launch, the Fund has already attracted over $106 million in assets from private and professional investors demonstrating clear demand for global sustainable equity strategies.
Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors
Wealthy investors use credit cards, make payments, and take out mortgages.
BCV records 10% net profit growth in first half of 2021
Cash inflows drove total assets up by CHF 2.4bn to CHF 55.6bn.
Martin Gilbert: Asset managers must be paranoid to survive
The sector is estimated to have about $110tn in assets under management. For decades, it has enjoyed material growth in AUM and profits supported by global growth, rising financial markets, and an increasing population of savers.
Team leaves Geneva private bank before UBP completes purchase
The takeover of Millennium, a fully-owned subsidiary of Banco Comercial Português, is scheduled to be completed in the fourth quarter of 2021.
Marstone Continues Digital Wealth Management Platform Expansion
Combined effort further supports financial institutions with best-in-breed digital banking products and services
Credit Suisse: Derailments by unauthorized bankers
Three cases document these derailments very precisely - and show how urgent a cultural change is at the big bank.