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.
08/25/2022
The first half of 2022 was exceptionally challenging due to the geopolitical and economic uncertainties in international financial markets, which was also reflected in the generally subdued level of client activity.
08/25/2022
After the capital return, the CET 1 ratio will remain well ahead of Van Lanschot Kempen’s capital objective of 15%, plus an M&A add-on of 2.5% for acquisitions.
08/25/2022
Evelyn paid nearly £12m to acquire three adviser businesses last year, the latest set of accounts for Tilney Smith & Williamson reveal.
08/25/2022
Operating income for the first half of 2022 was CHF 689 million, down 4% from the first six months of 2021.