Wealth and Asset Management

Wealth and Asset Management

High-net-worth family preparing for the generational transfer of wealth

May 5, 2023

As the children grow older and become more acquainted with the family’s portfolio, they will be more involved in the review and decision-making processes of wealth stewardship.

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Wealth and Asset Management

Poor ESG returns putting off HNW investors

May 5, 2023

Interestingly, despite our data revealing millennials are driving the popularity of ESG investments

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Wealth and Asset Management

BOV Asset Management Limited launches the Global Multi-Asset Thematic 60 Fund

May 5, 2023

Investment Seminar for BOV front-liners held

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Wealth and Asset Management

Julius Baer senses opportunity in Brazil

May 5, 2023

UBS’s acquisition of Credit Suisse will further reduce the number of large international private banks in Brazil.

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Wealth and Asset Management

A Second Swiss State Bank in as Many Months

May 4, 2023

It also exerts a direct influence on things such as salary payments to Credit Suisse bankers.

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Wealth and Asset Management

Rathbones retains all Square Mile ratings following Investec W&I merger

May 4, 2023

One new rating

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Wealth and Asset Management

LLB Group invests in Swiss market

May 4, 2023

The organisation will be re-oriented accordingly as of 1 July 2023.

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Wealth and Asset Management

Board of GAM Holding AG recommends offer by Liontrust Asset Management Plc for all GAM shares

May 4, 2023

Board unanimously recommends offer from Liontrust Asset Management in the belief that this offer is in best interests of all stakeholders.

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Wealth and Asset Management

GAM Holding AG announces full year 2022 results and results for the first quarter of 2023

May 4, 2023

The IFRS net loss after tax was CHF 290.0 million compared to a net IFRS loss after tax of CHF 23.3 million for the full year 2021.

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Wealth and Asset Management

Liontrust to acquire GAM Holding AG

May 4, 2023

The Proposed Acquisition is expected to complete in the 4th quarter of 2023 Expands product

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Wealth and Asset Management

Rathbones First quarter trading update

May 4, 2023

Rathbones remains on track to meet the operating margin targets provided in the 2022 preliminary results, supported by the successful delivery of Saunderson House synergies and the launch of an enhanced digital capability.

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Wealth and Asset Management

Swiss Re reports a first-quarter net income of USD 643 million

May 4, 2023

Swiss Re reported a net income of USD 643 million for the first quarter of 2023 as improved profitability in all main businesses absorbed large natural catastrophe losses and seasonally higher mortality in winter months.

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