Bankers Association: Full speed ahead after FTX crash
The Swiss Bankers Association sees the collapse of the FTX crypto exchange as an opportunity for the local financial center.
Wealth and Asset Management
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Quilter’s WealthSelect MPS passes £10bn in AUM
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
Tatton Asset Management 1H Pretax Profit Rose on Record Inflows, Lifts Dividend
Revenue rose to GBP15.9 million from GBP13.8 million.
Schroders Solutions client secures c£400 million buy-in
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
Schwyz value AM targets institutional clients after Finma approval
The company is also open to partnering with other asset managers.
Raiffeisen expands access to asset management mandates
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
ESG has always been a priority for high-net-worth millennials, but it is becoming more important for older investors too
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
Interim Management Statement for the first ten months of 2022 – Julius Baer
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
Pictet Expects Realignment in Private Equity
That's when he started looking at private equity investment opportunities among privately held companies.
Wealth management startup Kristal.AI nets US$10M funding, expanding into UAE
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
Zurich PB: the industry must ‘move away’ from product pushing
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
PKB partners with Ticino firm to support Swiss startups
The tie-up with Match Strategies helps in areas including networking and daily business management.