Credit Suisse Transfers Impact Advisory Unit to New Firm
Double Delta is an impact advisory firm founded and set up by Joost Bilkes, Credit Suisse’s head of impact advisory services.
Wealth and Asset Management
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Edinburgh Reforms: signs are positive for UK wealth management
This means that changes are far from guaranteed, and many will not be confirmed until as late as 2024.
10-year forecasts: what returns to expect from major asset classes?
Our latest forecasts for absolute returns from 2023-2032 for various asset classes.
HFMC Wealth bolsters London office with new purchase
R&S advises more than 100 families, many of whom have been clients for decades and, in some cases, over multiple generations.
Bellevue Asset Management launches debut private equity secondaries fund
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
Cutting Through the Tactical Noise
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
The opposite of IAM consolidation is happening: Aswm’s Nicole Curti
The Alliance of Swiss Wealth Managers gains two new members, taking the count to 40.
JPMorgan Chase registers 6% rise in Q4 profit
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
Schroders receives permission to establish wholly foreign-owned public fund management company in China
As a global asset management company founded in 1804, Schroders appreciates the strategic importance of China.
UBS is Lead Partner of Wheel of Good Fortune 2023
Colourful lantern displays, a golden selfie installation, rides and skill games will allow participants to win prizes and enjoy the event.
RBC Global Asset Management Inc. announces December sales results for RBC Funds, PH&N Funds and BlueBay Funds
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada and only include Canadian prospectus qualified mutual funds.
Bank of America, Wells Fargo, Citi, J.P. Morgan Add Advisors as Assets Fall
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.