Wealth and Asset Management Archives - Page 848 of 1559

Finma Chair Accuses Credit Suisse of Lacking Cooperation

March 27, 2023

While the regulator intervened with the bank very early on and initiated numerous procedures, Credit Suisse cooperated poorly and refused to draw the necessary consequences.

Wealth and Asset Management

Serge Fehr is Making Credit Suisse Nervous. Again.

March 27, 2023

That Lombard Odier refrained from its customary pre-announcement of a designated partner is an indication of the nervousness accompanying the personnel change, and all the more remarkable since Fehr's departure from Credit Suisse has been known for s

Wealth and Asset Management

St James’s Place set for UAE licence

March 27, 2023

Firm has received in-principle approval to open an office in the Dubai International Financial Centre

Wealth and Asset Management

SEI Extends Relationship with Evelyn Partners

March 27, 2023

Five-Year Extension Reflects Strength and Longevity of Strategic Partnership

Wealth and Asset Management

Jefferies downgrades UBS despite ‘compelling’ CS deal maths

March 27, 2023

Analysts have downgraded UBS from ‘buy’ to ‘hold’, saying the acquisition of Credit Suisse throws up considerable short-term integration risks, but looks ‘attractive’ on a three-year view.

Wealth and Asset Management

Top 50 IAM merges with fiduciary services firm

March 27, 2023

Swisspartners Group expands its fiduciary business in Switzerland by fusing with NRS Treuhand.

Wealth and Asset Management

China’s rich flee crackdowns for ‘Asia’s Switzerland’ Singapore

March 27, 2023

Chinese wealth is rushing into the Southeast Asian city-state, prompting unease among some locals.

Wealth and Asset Management

Is the future of the wealth management industry here?

March 27, 2023

Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.

Wealth and Asset Management