Credit Suisse shares hit rock bottom due to annual report delay
Credit Suisse's stock price has hit an all-time low after the investment bank delayed its annual report.
Wealth and Asset Management
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UK wealth portfolios flounder as FTSE reaches record high
All four of Asset Risk Consultants’ Private Client Indices (PCIs) saw moderate losses during the month, according to estimates published last week.
Aegon snubs UK platform sale speculation
Aegon bought L&G-owned platform Cofunds for £140m in 2017, becoming the biggest platform provider in the UK.
Zurich private bank publishes climate scores for its managed assets
Globalance’s greenhouse gas emissions were found to be 60% lower than the comparative values of the MSCI World benchmark.
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
Special Committee Of Canaccord Genuity Group Inc. Responds To Shareholder Meeting Requisition
The Board established the Special Committee in August 2022
UBS : Quarterly private markets update
They currently favor strategies that can take advantage of price dislocations, like secondaries.
BNP Paribas Asset Management adds to range of sustainable ETFs with two new bond funds
The index excludes issuers in sectors with a negative ESG impact (such as fossil fuels), those in violation of the principles of the United Nations Global Compact and those involved in ESG-related controversies.
Standard Chartered throws weight behind Asian equities and IG bonds
The bank’s CIO, Steve Brice, says that diversifying into alternatives, especially infrastructure investments and hedge funds, is also important.
Credit Suisse gains approval to launch WM business in China
To serve wealthy onshore mainland clients, the bank is planning to double the number of relationship managers this year.
ZEDRA enters US private wealth market by opening a new office in South Dakota
ZEDRA’s new office will strengthen the firm’s presence in the Americas and promote its proven active wealth expertise in the US private wealth space.
Evelyn Partners announces £184.3 million of adjusted EBITDA in 2022
The business also made strong progress with its strategic priorities, including the rebrand, its digital and operational transformation programme and further enhancing its service offering.