03/21/2023
Partners Group reports continued management fee growth; performance fees in line with guidance; dividend up 12% to CHF 37.00 per share
Total revenues are composed of management fees and performance fees.
Wealth and Asset Management
03/21/2023
JPMorgan’s Nutmeg boss on the future of wealth management
Financial News asks the man in charge what the Wall Street giant sees in a comparative minnow in the UK
03/21/2023
Shore Capital: Ditching LTA is ‘major positive’ for UK wealth managers
Analyst Ben Williams predicts a ‘massive’ boost to business even if Labour reverses pensions changes.
03/21/2023
Early generation entrepreneurs drive the outperformance of family businesses
Despite more conservative spending on research & development, evidence also shows family-owned companies can transform an innovative idea into a profitable proposition more effectively than non-family-owned companies.
03/21/2023
Olivier de Perregaux: «When the Storm Hits, It's Too Late»
When it comes to dealing with Russian assets, the authorities are sending out delicate signals, Olivier de Perregaux says in an interview with finews.asia.
03/21/2023
Asset managers need to cut the jargon, JP Morgan manager says
JP Morgan Asset Management boss Patrick Thomson said it is important wholesalers to wealth managers deliver a “huge choice” of products.
03/21/2023
Swiss asset managers digest ‘strange’ Credit Suisse deal
The lack of a vote for shareholders and the write-off of AT1 capital are two talking points.
03/20/2023
Deutsche Bank reports continued delivery of transformation in 2022 and clear targets for 2025
Our 2022 Annual Report underlines how far we have come in transforming Deutsche Bank
03/20/2023
Credit Suisse and UBS to Merge
Until consummation of the merger, Credit Suisse will continue to conduct its business in the ordinary course and implement its restructuring measures in collaboration with UBS.
03/20/2023
UBS to acquire Credit Suisse
Transaction creates significant sustainable value for UBS shareholders
03/20/2023
UBS takes over Credit Suisse secured by state guarantees
The merger of the two major Swiss banks will create a banking group with around 5 trillion US dollars in assets under management.
03/20/2023
LGT reports sharp rise in profit and strong net asset inflows in 2022
Personnel expenses were almost unchanged at CHF 1.32 billion, reflecting organic growth and the acquisition of Crestone
03/20/2023
Julius Baer publishes Annual Report 2022 and Sustainability Report 2022
Additional factors could cause actual results, performance or achievements to differ materially.
03/20/2023
PIMFA welcomes abolition of pensions lifetime allowance
Going forward, it is vital that any future policy should not negatively impact on the ability of people to save and invest and we would encourage the Government to look at other areas – particularly those that disincentivise individual share ownersh
03/20/2023
Bank shares slide following UBS's Credit Suisse rescue
Bank shares are under intense pressure following UBS’s stunning $3.25bn rescue of rival Credit Suisse over the weekend.
03/20/2023
Global Market Insights: February 2023
Despite the January blip we have not seen enough evidence yet to suggest that inflation will be significantly different by year end than the 3.5% to 4% we have been forecasting for some time now.
03/20/2023
Titan Wealth launches MPS headed by Top 100 star
Titan Wealth has launched an in-house model portfolio service for financial advisers and institutional investors, Citywire Wealth Manager can reveal.
03/20/2023
Spring budget: the impact on pensions and passing on wealth
Sweeping pension changes announced by the government in the recent Budget could have implications for inheritance tax planning.
03/17/2023
European Banks Update from our Asset Managers
Following the news Credit Suisse has received a liquidity back-stop from the Swiss National Bank, we provide some insight from our Asset Management team.
03/17/2023
Deposit accounts: Building towards your near-term goals
As interest rates rise in a bid to tackle elevated inflation, savers could be benefiting from the increased rate environment. Find out what Coutts has to offer.