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Wealth and Asset Management

02/20/2024

Yves de Montmollin: «We have looked at a few wealth managers»

Yves de Montmollin steps into a Zurich-bound train every week now.

02/20/2024

Amundi and EBI to launch SRI model portfolios

Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust

02/19/2024

Is Italy’s wealth management sector turning a corner?

Mediobanca is the latest financial institution in Italy to expand its business in wealth management

02/19/2024

Ex-Credit Suisse Bankers Need Superpowers

One-third of the recruits are expected to be former Credit Suisse bankers.

02/19/2024

UBS becomes a partner and campus bank of the HSG

UBS will provide substantial support to the HSG Center for Financial Services Innovation

02/19/2024

We're delighted to be supporting NatWest Group's partnership with Team GB ahead of the Paris 2024 Olympic Games.

We’re excited to be partnering with Team GB as their athletes prepare for the forthcoming Olympic Games.

02/19/2024

Butterfield to build on Credit Suisse business

The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.

02/19/2024

7IM expands MPS range on M&G Wealth Platform

The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.

02/16/2024

There are sales rumors surrounding the Swiss private banking unit

There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.

02/15/2024

Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology

The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.

02/15/2024

Annual results for 2023 BKB Group: Strong operating result due to profitable growth

The strong result means that the five targets of the strategy period that runs until 2025 have already been achieved after two years.

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.

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