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Wealth and Asset Management

03/01/2024

Leonteq publishes agenda and proposals of the Board of Directors for the Annual General Meeting 2024

The Board of Directors also proposes the re-election of Deloitte AG as its statutory auditor for the financial year 2024 and the re-election of the independent proxy.

03/01/2024

Why Pictet’s bond boss is moving from ‘barbell to belly’ bets

Andres Sanchez Balcazar says the investment case for holding a mix of cash and illiquid assets has weakened.

03/01/2024

Deutsche Bank jumps into the breach of the CS corporate customer business

This means that Deutsche Bank is jumping into a gap that was created by the disappearance of Credit Suisse (CS) in the local corporate customer business.

03/01/2024

Bank Avera: Strong profit increase under new management

This is probably due to the growth of customer funds and loans and the increased interest rates, as we can see further.

03/01/2024

Six wishes to make this a Budget for entrepreneurs

The Chancellor should therefore make the Spring Budget on March 6th one that incentivises entrepreneurs and encourages them (and others) to invest in the UK.

02/29/2024

Coutts awarded five stars across all reported categories in the latest UN PRI 2023 result

The latest scoring for signatories for the United Nations-supported Principles for Responsible Investment (PRI) assessment gives Coutts the top, five-star rating across all categories that were reported on.

02/29/2024

Fadi Barakat on REYL Intesa Sanpaolo Finance’s Boutique Independent Offering for the UAE’s Dynamic Wealth Market

It believes that its position as a boutique independent wealth firm is ideal for achieving the best client outcomes and for the firm’s ongoing strategic growth.

02/29/2024

Rothschild & Co Bank: Ex-Credit Suisse Bankers Need to Deliver

They have only had a limited impact on net new money inflows to date even though profit is up significantly.

02/29/2024

San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index

In the United States, Texan cities had a strong year.

02/29/2024

Schroders full-year results 2023

Execution of our strategy delivers growth despite industry headwinds

02/29/2024

WealthSelect MPS added to third-party platforms for the first time

Since inception, WealthSelect has been one of the best performing managed portfolio services in the market.

02/29/2024

BLKB will achieve excellent business results in 2023 and will significantly increase the distribution

The BLKB increases the distributions to the canton and the certificate holders by around 14% and at the same time substantially strengthens its own funds.

02/29/2024

St. James's Place Full Year Results 2023

Robust underlying financial performance impacted by one-off provision

02/28/2024

EFG publishes agenda for its Annual General Meeting 2024

Shareholders can attend the Annual General Meeting (AGM) in person in Zurich or they can vote online or by granting a power of attorney and issuing voting instructions to the independent proxy.

02/28/2024

Advisers say digital wealth managers pushing them into retirement

Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners

02/28/2024

LLB Switzerland with the best result in its history

LLB Switzerland closed the 2023 financial year with a profit of CHF 33.8 million

02/28/2024

Chairman of the Board of Directors of Glarner Kantonalbank has died

Martin Leutenegger has been Chairman of the Board of Directors of Glarner Kantonalbank since 2008.

02/27/2024

Insights on Jersey’s Position in Islamic Wealth Management

Faizal’s contribution to the prestigious report further solidifies Jersey’s position as a forward-thinking, award-winning international finance centre

02/27/2024

Abrdn reveals a fifth of advice jobs cut and 50% write-down

Asset manager merges Abrdn Financial Planning, whose value almost halved in 2023, with Interactive Investor.

02/27/2024

Bellevue reports market-driven decrease of net profit

Although the global financial markets were remarkably positive, Bellevue’s key market in the healthcare sector generated once again a below-average market performance.

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