10/20/2023
Is ZKB Taking a Page From the UBS and Credit Suisse's Playbook?
The idea is to help clients with their businesses and increase their wealth.
Wealth and Asset Management
10/20/2023
‘Valuations are extreme’: JSS multi-asset outperformer
Serge Alarcon is underweight megacaps and expects mean reversion to favour his funds.
10/20/2023
Arbuthnot Banking Group PLC Third Quarter 2023 Trading Update
Once again, rises in the Bank of England base rate contributed to increased revenues from our repricing assets.
10/20/2023
How late is too late to start saving for retirement?
Having a range of assets to rely on as a pension will give you options.
10/20/2023
JPMorgan Puts its Name in Lights Over Geneva
The neon advertisements on Geneva's lakeside and riverfront streets have a long tradition.
10/20/2023
What’s an asset manager worth? It depends what they do
Quoted groups’ share prices are still in the doldrums – mostly.
10/19/2023
GAM Holding AG Announces First Steps in Turnaround
The sale of the third-party Fund Management Services activities to Carne Group is progressing well
10/19/2023
Growth slows at Hargreaves Lansdown as investor confidence falters
AUM up £800m in Q3 2023
10/19/2023
Julius Baer International continues UK expansion, establishes Newcastle office
The office is located on Hood Street in the city centre.
10/19/2023
Tatton sees AUM grow by almost 8%
Tatton said the “strong organic net inflows” were supported by a positive market performance of £0.10bn.
10/19/2023
UK's Schroders posts lower quarterly assets under management
Major central banks around the world have hiked interest rates to contain runaway inflation.
10/19/2023
Rathbones flows fall flat as Investec W&I merger completes
£100m inflows in Q3
10/19/2023
HL shares drop as new customers and trading dry up
The online brokerage’s shares were down 5% as it struggled to gain new clients, while existing clients moved cash out of dormant accounts.
10/18/2023
Julius Baer Faces Being Pilloried
But now Julius Baer's name is coming up concerning tax crimes, money laundering, and alleged fraud.
10/18/2023
Indosuez CEO Jacques Prost: «1+1 doesn't make 2 at new UBS»
At the same time, it's been present in Switzerland for 145 years and can reflect on a long experience in business with wealthy individuals, families, and companies in this country.
10/18/2023
Nikko Asset Management joins long list of financials calling for plastic reduction
They warn that the whole plastics lifecycle poses a serious and growing threat to the environment, climate, biodiversity, human rights and public health.
10/18/2023
Liontrust Loses £1.6 Billion of Assets in Months of GAM Takeover Bid
At the same time, assets under management fell 6.3 percent to 27.7 billion pounds at the end of the quarter, slipping further to 27.5 billion as of October 12.
10/18/2023
Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
10/18/2023
Swiss fund management expands Zurich team
S&F offers asset managers, banks, insurance companies, pension funds and family offices tailor-made fund solutions according to Swiss law and has branches in Morges VD and Zurich.
10/18/2023
LGT obtains global Great Place to Work certification
LGT has been certified by the international consulting and research institute Great Place to Work as an excellent employer.