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Wealth and Asset Management

02/13/2023

Success for Lombard Odier at the WealthBriefing Swiss Awards 2023

The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.

02/13/2023

Rothschild & Co’s Wealth Management business wins key award for serving wealthy international clients for second consecutive year

As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.

02/13/2023

Deutsche Bank and WWF agree on cooperation

In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.

02/13/2023

Inheritance tax is the top concern for HNWIs in the UK

76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).

02/13/2023

World’s Rich Reveal How They Spend Their Billions on UK Property

The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.

02/10/2023

The benefits of wealth diversification

Diversification could help you manage your wealth goals across all your assets.

02/10/2023

Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions

Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.

02/10/2023

GAM backer cuts exposure for third time in quick succession

German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.

02/10/2023

New Quilter Cirilium bosses put funds under review

Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.

02/10/2023

Hargreaves and DFMs push Treasury to relax bond-investing rules

Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.

02/10/2023

European equity ETPs enjoy sharp flow incline

Largest inflow since January 2022

02/10/2023

Lazard’s family legacy is gone, the Rothschilds fight on

Two European banking dynasties show the struggle to reconcile family control and growth

02/10/2023

HSBC downgrades Abrdn, cautious on near-term prospects for wealth managers

In the same note, HSBC reiterated its ‘buy rating on M&G as it said there was 30.9% implied upside to its new 265p target price, lifted from 260p.

02/09/2023

MONTHLY UPDATE: Transition Time - Coutts

Markets breathe sigh of relief as inflation pressures ease

02/09/2023

Credit Suisse makes strong progress on Group strategic priorities

The transaction should further strengthen CS First Boston’s advisory and capital markets capabilities.

02/09/2023

Leonteq publishes full-year 2022 results

Leonteq continued to focus on disciplined risk management and saw more than a two-fold increase in its net trading result in 2022.

02/09/2023

IQ-EQ’s Freddy Meyer named in Citywealth’s Top 20 Trustees 2023

With over 20 years’ experience delivering consistently for clients across the globe, Freddy is an expert in working with ultra-high-net-worth families and attuning solutions to meet the needs of the people behind the family office.

02/09/2023

BCV Group in 2022: 3% increase in net profit, dividend and dividend target raised

In line with previous years, the Bank is renewing its distribution policy for a period of 5 years with a raised objective, i.e. a dividend of between CHF 3.80 and CHF 4.20 per share.

02/09/2023

Columbia Threadneedle launches sustainable income fund

The new fund will be managed by Nick Henderson and aims to deliver a sustainable income through a portfolio of 30-50 stocks.

02/09/2023

Credit Suisse Loses Over $200 Billion of Wealth Assets in 2022

In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.

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