EFG reports record profit in excess of CHF 90 million for the first three months of 2023
This compares to CHF 202.4 million for full year 2022.
Wealth and Asset Management
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JPMorgan AM and BlackRock share China power ranking crown
Broadridge's latest China Power Ranking reveals the top players vying for a slice of China's lucrative fund management industry.
Credit Suisse is Exiting its Global Head of Marketing
It is a somewhat surprising personnel decision considering UBS will apply its more decentralized structure with seven management positions to marketing.
Oliver Wyman beats MBB to UBS-Credit Suisse integration
Credit Suisse is a global investment bank and financial services firm founded and based in Switzerland.
Raiffeisen publishes annual report 2022
The Raiffeisen Group's annual report contains detailed information on the 2022 balance sheet and income statement as well as on corporate governance and the banking group's sustainability performance.
Julius Baer Launches Asia’s First Family Wealth Planning Certificate Programme for its clients
This programme aims to equip its clients in Asia with the skills necessary to better navigate cross-generational transitions.
Vontobel with stable results for the first quarter of 2023
Due to the economic and geopolitical uncertainties, the investment environment remains challenging for our customers and therefore also for us.
Rothschild & Co, HEC Paris and the HEC Foundation team up to develop sustainable finance
Their goal is to develop research into impact finance and support the collective effort to promote the ecological transition of the global economy.
Citigroup's Global Wealth Strategy Is Off to a Slow Start, but There Are Signs of Life
One area that management planned to emphasize was global wealth management.
Broadridge: JPMAM and Blackrock Tied as Top Fund Firms in China
Blackrock maintained its top position but its score fell slightly lower due to a decline in inbound Chinese AUM.
Higher cash rates conceal risks to long-term wealth growth
Apple this week introduced a new 4.15% yield offer on deposits for its Apple Card business in partnership with Goldman Sachs, with no fees or minimum deposit requirements.
More First Republic Advisors Jump to Rockefeller, City National Bank
In the latest exodus from troubled First Republic Bank, a 17-member New York team has joined Rockefeller’s global family office, while another advisor goes to City National Bank.