03/27/2023
Is the future of the wealth management industry here?
Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.
Wealth and Asset Management
03/27/2023
Former chief regulator slams Credit Suisse regulation - reports
The bank's shareholders were deprived a of a vote on the takeover, and received one share in UBS for every 22.48 shares they owned.
03/27/2023
Rahim Daya: «Clients aren’t asking questions about Switzerland»
He gives us insight into how his clients feel about the failure of Switzerland’s second-largest bank.
03/24/2023
Reaction: BoE’s next move divides investors after ‘forced’ hike
Wealth managers dissect the Bank of England's quarter percent interest rate rise and disagree on how close we are to the end of the hiking cycle.
03/24/2023
Swiss regulator justifies decision to wipe out $17bn of Credit Suisse AT1 bonds
'A viability event'
03/24/2023
British billionaire to offer $5bln against Qatari bid for Man United
The record-breaking bid comes after the deadline was extended late Wednesday night, as Qatar’s Sheikh Jassim bin Hamad al-Thani and Brit Sir Jim Ratcliffe vie for control of rival to Abu Dhabi-owned Manchester City
03/24/2023
Russell Andrews: Why the wealth continuum is no longer relevant
The concept of the wealth continuum has two main drivers: commercial effectiveness and client complexity.
03/24/2023
BTG Pactual acquires 100% of FIS Privatbank S.A. in Luxembourg
Transaction is subject to regulatory approval
03/24/2023
How does the banking crisis impact the market outlook in 2023?
As the impacts of the banking crisis unfold our experts explore three possible scenarios and what it means for financial markets.
03/24/2023
Wealth Manager Is Building Advisory Team to Assist Gen Z Heirs
Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.
03/24/2023
Sanlam and Premier Miton buy the CoCos dip
Sanlam's Peter Doherty sees an opportunity in the sector following the write-down of $17bn in Credit Suisse AT1 bonds, along with Premier Miton’s Neil Birrell.
03/23/2023
J. Stern & Co. Expands in North America
The firm’s investment approach is based on deep, fundamental in-house research and active engagement with the management teams of its high-quality investee companies.
03/23/2023
Private bank eyes growth in UK external asset management market
Company says it has a ‘valuable’ proposition for the sector
03/23/2023
Announcement of tender offer of certain UBS Group AG senior unsecured bail-in notes
UBS Group AG (the “Issuer”) invites the holders of the EUR 1.5bn 4.625% fixed rate notes due March 2028
03/23/2023
Leonteq updates ahead of its Annual General Meeting
The proposal requires a two thirds majority of the shareholder votes present or represented at the general meeting and it is therefore unlikely that this resolution will be approved.
03/23/2023
‘No read across here’: UK bank investors downplay doubts as sector bounces
UK banks have seen their share prices recover from a slump in the wake of the UBS takeover of Credit Suisse, but the longer-term outlook for the sector remains in question.
03/23/2023
Financial statements of Credit Suisse Real Estate Fund International as of December 31, 2022
In the current 2023 financial year, the goal is to convert the fund into a NAV-based product.
03/23/2023
Julius Baer CEO Says Balance Sheet Is Rock Solid, Highly Liquid
A representative for Julius Baer didn’t immediately respond to a request for comment after regular business hours in Zurich.
03/23/2023
Quintet announces positive 2022 financial results
Total group income rose to €524 million in 2022, up 14% compared to €460.8 million in 2021.
03/22/2023
Why Blackrock didn't get a chance at CS
The American asset manager brought himself into play in the poker game involving the struggling Credit Suisse.