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Wealth and Asset Management

12/20/2023

Clients care less about ESG than the media – Zurich private bank boss

While some customers are keen on sustainable investing, many are not willing to give up investments in old-economy companies if they think there‘s still profits to be made.

12/20/2023

Asset managers face tougher rules on investor cash calls

Funds could not raise cash fast enough, though the industry has argued that many parts of the market came under severe stress at that time.

12/20/2023

Despite delivering investors losses of 39% over the past 3 years, Liontrust Asset Management has been growing its earnings

After all, the share price is down 50% in the last three years, significantly under-performing the market.

12/19/2023

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

This transaction is a noteworthy step in Edmond de Rothschild's strategy to focus on its core areas of expertise in Private Banking and Asset Management.

12/19/2023

FINMA publishes report and lessons learned on Credit Suisse crisis

As a contribution to dealing with the crisis, FINMA has comprehensively analyzed and processed the history, the associated supervisory activities, the acute course of the crisis and the resulting need for change.

12/19/2023

Leonteq acquires 10% stake in BX Swiss

The shares were acquired from the Boerse Stuttgart Group.

12/19/2023

Tavistock Investments posts a profitable first half, robust team growth

Adjusted earnings rocketed twelvefold to £1.7 million and earnings per share flipped from an interim loss in the first half of 2022 to 0.04p this year.

12/19/2023

Atomos sweeps up two more advice firms to close out 2023

Firms in Devon and Surrey to be integrated by the end of March

12/19/2023

Geneva private bank on track for record profits

Banque Cramer’s assets under management reached CHF 3.4bn in November.

12/19/2023

How 2023 became the year of the axe for asset management chiefs

From Matthews Asia’s aggressive reworking to Jupiter’s strategic charm offensive, the past 12 months have been a period of downsizing and redirection.

12/19/2023

Schroders joins GREEN to drive sustainability in real estate

Joining GREEN will allow Schroders’ Global Cities team to work alongside its peers to engage with listed real estate companies and implement meaningful change.

12/19/2023

Rathbones Investment Management International wins at WealthBriefing awards

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

12/18/2023

St James’s Place: wealth manager pays price for fee structure change

Higher borrowing costs make it more expensive for any new buyers of partner franchises

12/18/2023

Asset managers on course to manage EUR 29 trillion in 2023

New report shows benefits of asset managers to investors and the European economy

12/18/2023

Allfunds launches analysis tool with wealth platform Ardan

190,000 funds

12/18/2023

Raiffeisen Switzerland joins SIX Digital Exchange and expands the financial landscape for digital assets in Switzerland

These memberships position Raiffeisen Switzerland at the forefront of the digital asset revolution.

12/18/2023

Swiss wealth managers ‘should have 80% US equities’: Geneva adviser

Gömöri has a huge overweight to technology stocks and is bullish on equities for the next two years.

12/18/2023

Private banks adopt new models to advance digital and AI strategies

As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.

12/15/2023

St James’s Place plans to raise up to £1bn to buy out partner businesses

The FTSE 100 wealth manager will drum up funds to ensure clients stay within the group

12/15/2023

Swiss private bank specifies further expansion into Germany

At the beginning of 2024, the Swiss will open an office in the Dreischeibehaus in Düsseldorf.

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