09/02/2022
Blake opened his commentary by agreeing with a fellow panellist’s view that private wealth continues to grow rapidly across Asia, which translates into a significant opportunity for the industry with much of that wealth remaining self-directed or un
09/01/2022
He also set out how the UBP approach is to provide high-touch, specialised investment advice rather than a low-touch, digital-first model.
09/01/2022
Right after the COVID-19 recovery began, the war in Ukraine started – and for European investors it was something happening very close to home, so it affected the behaviour of clients
09/01/2022
Recent level of activity ‘has been remarkable’ and ‘shows no sign of letting up’
09/01/2022
The private equity module focuses on private clients, foundations, institutional investors and other family offices with a targeted investment volume in the private equity asset class starting at three million euros.
09/01/2022
Private banks in Switzerland experienced a golden year in 2021. Assets under management rose by CHF 373 billion last year.
08/31/2022
PM Alpha is aiming to popularise private markets investment to a wider investment base by enabling better access for wealth managers to the best private markets managers.
08/31/2022
Net profit is up 1% to CHF 380 million, adjusting for the one-off gain in the first half of 2021 from the sale (sale and lease back) of the main building of Pictet in Geneva.
08/31/2022
The operating profit behaved analogously, which also shrank by 5 percent to 11.8 million Swiss francs.
08/31/2022
Highly adverse market conditions translated into decreasing transaction volumes and assets under management in the first half of 2022.
08/31/2022
The number of female clients has also risen, with women increasingly involved in managing family wealth or gaining independent wealth through successful entrepreneurship.
08/31/2022
Our size allows us to focus fully on performance and to adapt operations where necessary, something that is difficult for larger banks.
08/31/2022
To give retail investors access to a wider range of asset classes
08/30/2022
A rising franc also risks deflationary effects at home as consumers put-off buying goods that may become cheaper.
08/30/2022
Confirm our full-year 2022 gross client demand guidance of USD 22 to 26 billion.
08/30/2022
The purpose of this strategy is to strike a balance between reward and risk by focusing on two extremes.
08/30/2022
Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.
08/29/2022
Assets under management at the end of June amounted to CHF 33.2 billion.
08/29/2022
On the other hand, success in the commission business increased by 9.8 percent, and in the trading business the figure rose by as much as 16.2 percent.
08/26/2022
The additions take the number of digital signature providers recognised by Quilter to 11.