Annual General Meeting of Julius Baer Group Ltd.
David Nicol was elected as new independent member of the Board of Directors for a one-year term.
Wealth and Asset Management
15393 articles found
Wealth firm launches in Dubai under DFSA rules
Bold expansion plans include more staff and a larger portfolio of clients to offer relevant and customised solutions
Canaccord Prepared to Raise Offer for RF Capital, CEO Says
The current proposal values RF at C$367 million ($292 million).
JPMorgan profits on capital markets in a cash-flush economy
Similarly, businesses got help from government programs and raised a significant amount of financing, Dimon said.
Phoenix rising – specialist PR consultancy shortlisted as Finalist in WealthBriefing European Awards
The announcement comes just a few days after judges confirmed the specialist Investment PR firm as a Finalist in the Headlinemoney 2021 Awards.
Goldman Sachs profit soars on global deals frenzy, trading boom
Total revenue more than doubled to $17.7 billion in the quarter, while financial advisory revenue came in at $1.1 billion.
Dublin wealth manager Elkstone announces £20m student scheme at Belfast flashpoint
It comes two weeks after a Saudi Arabian fund completed the north’s biggest ever office deal, paying £87m for the completed Merchant Square development in Belfast city centre.
Credit Suisse Fallen Prey to Supply Chain Fraud?
Credit Suisse is being drawn into a deepening political, economic, and corporate scandal rippling through Britain and Australia, hitting Switzerland and Germany along the way.
Pacific Asset Management teams with BlackRock to launch five additional multi-asset model portfolios
For large advisers and consolidators, this 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulat
Forbes Recognizes Sandra Cho as One of America’s Top Woman Wealth Advisors
The Forbes special report highlights top-performing women wealth management professionals across the nation and is based on insights from SHOOK Research, which compiles quantitative and qualitative criteria.
Wealth Management M&A Activity Hits Record High In First Quarter
The deals represented a 10% increase over the 69 record deals in the fourth quarter of 2020
Credit Suisse's Billion-Franc Quarterly Wizardry
The 23-year veteran of the Swiss bank now faces the gargantuan task of pulling of a loss of «just» 900 million Swiss francs ($973 million) after a 4.7 billion franc wipeout on Archegos.