Wealth Manager Is Building Advisory Team to Assist Gen Z Heirs
Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.
Wealth and Asset Management
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Onex and RBC Wealth Management Canada Announce Agreement to Move Gluskin Sheff Advisor Teams to RBC, Expand Distribution of Onex Products
The parties will comply with all regulatory requirements that are necessary to further this arrangement.
Tactical US equity themes: 4 key opportunities
This month, the UBS Chief Investment Office (CIO) reiterates their conviction in four key themes: Reopening China, Time for quality, Resilient spending, and Pricing power standouts.
Sanlam and Premier Miton buy the CoCos dip
Sanlam's Peter Doherty sees an opportunity in the sector following the write-down of $17bn in Credit Suisse AT1 bonds, along with Premier Miton’s Neil Birrell.
Private bank eyes growth in UK external asset management market
Company says it has a ‘valuable’ proposition for the sector
John Mack's Advance Praise for UBS Chairman Kelleher
He certainly managed to do that at Morgan Stanley, taking it from a 300-strong equity and bond house exclusively for a blue-chip clientele to an international financial institution with 50,000 staff.
J. Stern & Co. Expands in North America
The firm’s investment approach is based on deep, fundamental in-house research and active engagement with the management teams of its high-quality investee companies.
Announcement of tender offer of certain UBS Group AG senior unsecured bail-in notes
UBS Group AG (the “Issuer”) invites the holders of the EUR 1.5bn 4.625% fixed rate notes due March 2028
Leonteq updates ahead of its Annual General Meeting
The proposal requires a two thirds majority of the shareholder votes present or represented at the general meeting and it is therefore unlikely that this resolution will be approved.
‘No read across here’: UK bank investors downplay doubts as sector bounces
UK banks have seen their share prices recover from a slump in the wake of the UBS takeover of Credit Suisse, but the longer-term outlook for the sector remains in question.
Financial statements of Credit Suisse Real Estate Fund International as of December 31, 2022
In the current 2023 financial year, the goal is to convert the fund into a NAV-based product.
Julius Baer CEO Says Balance Sheet Is Rock Solid, Highly Liquid
A representative for Julius Baer didn’t immediately respond to a request for comment after regular business hours in Zurich.