Few employ a philanthropic strategy despite recent groundswell in interest – Johan van Zyl
Philanthropy plays an important role in defining purpose
Wealth and Asset Management
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Credit Suisse launches Man AHL TargetRisk Core Custom Index
This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.
SocGen Private Bank outsources international back office IT to Azqore
The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.
Lombard Odier Family Saga Plays out in Court
The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.
UBS CEO Splits Up Key Role
Hamers also appointed Chris Gelvin (pictured below) chief transformation officer, in addition to his current job as head of group operations.
Hightower Makes Strategic Investment in Wealth Advisor
The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.
Brewin Dolphin – Quarterly Trading Update
Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter
Temenos Extends Partnership with Schroders for Wealth Front Office
Schroders Wealth Management has been a long-time Temenos client and Temenos Transact for its core banking technology has helped the bank to cut costs by a third, simplify its IT landscape by 63%, build customized services, and improve service quality.
Investors face clone firm investment scam epidemic
On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.
Support for business
For the second year in a row, WKB is suspending the amortization obligation for its corporate and self-employed customers.
‘Limited upside potential left’ in equity, says Geneva wealth manager
The outlook said the markets are pricing in that the health crisis can be solved.
Coutts to relaunch £5bn UHNW arm
CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.