02/23/2023
Asset Managers as Harbingers of a New Wave of Swiss Mergers
Movement among EAMs was primarily brought about by the change in the regulatory environment requiring firms to apply for a Finma license by the end of 2022.
Wealth and Asset Management
02/23/2023
Julius Baer extends real estate offering in Geneva
Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.
02/23/2023
Vontobel launches two emerging market debt funds
Wouter Van Overfelt to manage both
02/22/2023
EFG International: Record underlying net profit of CHF 248.7 million (+48%); dividend up 25% to CHF 0.45 per share
Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.
02/22/2023
Digital Customer Experience: where is wealth management?
Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.
02/22/2023
Rothschild & Co to Expand Swiss Business as New Money Halved
New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.
02/21/2023
UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
02/21/2023
HSBC Holdings plc Annual Results 2022
This contributed to a strong overall financial performance.
02/21/2023
Brooks Macdonald partners with Intelliflo to support growth plans
It provides wealth planning advice and will become the core solution for advice businesses acquired in the future.
02/21/2023
Santander reportedly in discussions to purchase Abrdn’s private equity unit
Across its investments, adviser and personal businesses, the company claims to manage and administer around £508 billion of assets for clients including individuals, governments, pension funds, insurers, companies, charities and foundations.
02/21/2023
BNP Paribas Asset Management creates Systematic and Quantitative Investment team
The new division will be led by Robinson Rouchié, who has been appointed Chief Investment Officer, Systematic & Quantitative Investments, reporting to Rob Gambi, Global Head of Investments.
02/21/2023
UK unveils plan to draw new asset management regulation
The planned regulation is also expected to facilitate the requirements of UK markets and consumers.
02/21/2023
The Penny Group acquires HNW-focused Bright Blue Wealth
Chartered firm wants to acquire more Openwork Partnership firms
02/20/2023
BofA: European asset managers attract $54bn inflows so far in 2023
Reversal from 2022 outflows
02/17/2023
LGT’s plan for equities in the ‘upcoming earnings recession’
Thomas Wille, chief investment officer for LGT Private Banking EMEA, said that we should not expect an immediate return to such low interest rate policies.
02/17/2023
Zurich IAM obtains Finma portfolio manager licence
ISGAM is supervised by FINcontrol Suisse.
02/17/2023
Pictet WM: Gold remains a strategic asset
Demand for the yellow metal is likely to continue, especially if the US moves to monetary easing, say analysts.
02/17/2023
Standard Chartered denies bid rumours as rising rates buoy income
The power of interest rates to turn around a bank’s fortunes was clear for all
02/17/2023
Coutts private bank revenue breaks £1bn for first time
The 2022 record haul for the private bank was fuelled by £2bn worth of inflows over the year.
02/17/2023
BNP Paribas Asset Management study shows strong growth in female board membership
The study compares more than 3,000 companies in which BNPP AM invests with around 17,800 listed companies included in the Institutional Shareholder Services[2] (‘ISS’) database.