Julius Baer CEO says Switzerland needs two big banks to fuel competition – report
Competition stimulates business.
Wealth and Asset Management
15529 articles found
Most high net worths in Middle East don’t have a wealth succession plan for family business
An exclusive survey by Lombard Odier also finds the overwhelming majority intend to keep their wealth in the region for the foreseeable future
The role of wealth managers in decision making: Elon Musk Twitter deal
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
Credit Suisse Management Stays on its Well-trodden Path
That is a fundamental problem that is very relevant to others.
UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.
UBS courts US investment heavyweights to boost valuation
Executives want to convince investors it is a global bank, not a European institution
Schroders CEO: «The Swiss protective wall holds»
Schroders manages over $900 billion worldwide for institutional and private clients - from private wealth to alternative investments and mutual funds.
Great solidarity in the financial center of Lugano
This will create a group that will manage around 700 clients with assets of around 2.5 billion francs with around 50 employees.
Credit Suisse Asset Management reaches agreement with Bluestone Resources
The agreement is subject to fulfilment of certain conditions precedent and requisite regulatory approvals.
Quilter Investors ups income forecast for Monthly Income range once again as 21/22 payout beats estimates
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.
Tavistock revenues jump 14% amid year of acquisitions
Bought LEBC research firm
Credit Suisse Makes Slight Progress on Greensill Funds
That brings the total amount of claims filed by Credit Suisse Asset Management (CSAM) to an estimated $2.1 billion.