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Wealth and Asset Management

02/15/2024

Bank Zimmerberg is successfully navigating the interest rate turnaround

Thanks to the change in interest rates , Bank Zimmerberg, which operates primarily on the left bank of Lake Zurich, was able to significantly increase its operating income last year.

02/15/2024

Successful Thurgauer Cantonal Bank

Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange

02/15/2024

Bank Cler increases business success and annual profits

The good operating result strengthens the capital base and thus the security and stability of the bank.

02/15/2024

ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023

Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.

02/15/2024

CHF 15bn fund group overhauls management at newly bought boutique

Fairway Asset Management invests in both public and private markets.

02/15/2024

Barclays contemplating SocGen UK private bank takeover

However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.

02/15/2024

Close Brothers halts dividends amid 'uncertainty' over FCA motor finance review

Potential reinstatement in 2025

02/14/2024

JPMorgan Global welcomes keen wealth manager with £40m share issue

Update: Defying last year's investment company bear market to see its shares trade at a small premium, top-performing JPMorgan Global Growth & Income launches a fundraise.

02/14/2024

Ray Soudah: «External Asset Managers Are to Blame»

But consolidation has not happened at the rate expected, surprising advisers and regulators alike.

02/14/2024

Successful St.Galler Kantonalbank: more profits, higher dividends

The St.Galler Kantonalbank expects earnings for the 2024 financial year to be at the same level as the previous year.

02/14/2024

Deutsche Bank announces set-up for advising UHNW clients in its home market

Looking ahead, Deutsche Bank will serve its UHNW clients in Germany

02/14/2024

M&G Wealth launches adviser tool ahead of LTA abolition

The tool can easily recognise whether allowances are higher under default or certificate rules.

02/14/2024

Abrdn shareholder sold out after ‘losing confidence’ in management: reports

The business has also restructured, closed or merged more than 250 of its investment funds.

02/13/2024

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

02/13/2024

Carlyle to launch new European Private Credit strategy for private wealth investors

The strategy is designed to generate income by tactically allocating assets to a wide range of credit strategies

02/13/2024

Seeking Alpha: UBS's top gatekeeper sets sights on 'niche' fixed income

With the growth of the active ETF wrapper, Kristen Griffin is thinking about how to bring non-standard parts of the fixed income market to the wealth channel.

02/13/2024

JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand

0.6% premium to NAV

02/12/2024

Four prizes for Lombard Odier at the WealthBriefing Swiss Awards 2024, including Best Domestic Private Bank

The accolades recognise our banking expertise and the strength of our cutting-edge technologies in serving our clients.

02/12/2024

Monthly update: Markets continue positive performance

Despite a shaky start to the year, strong market data and rallying technology sector grew investor confidence.

02/12/2024

JM Finn shortlisted for 3 City of London Wealth Management 2024 Awards

Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.

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