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Wealth and Asset Management

05/16/2024

New group structure internationalizes management and strengthens cooperation

Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.

05/16/2024

Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion

This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.

05/16/2024

Investors and wealth managers turn attentions to yields

Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.

05/16/2024

UBS asset management leadership gets a refresh

The unit is undergoing streamlining, cost reductions.

05/16/2024

IQ-EQ France supports Milleis Banque on its first retained securitisation transaction

Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.

05/15/2024

GKB sells minority stake in Twelve Capital Holding AG

The investment manager will increasingly focus internationally in the future.

05/15/2024

Kaiser Partner Privatbank is increasing the pace

The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.

05/15/2024

BLKB strengthens the investment business

In order to further expand its market share in the indifferent business, BLKB will create the new Wealth Management division on October 1, 2024.

05/15/2024

DFMs face big challenge as real returns slump to 2016 levels

ARC finds that the typical client at a wealth manager would effectively have lost 15% of their wealth since a peak in 2021.

05/15/2024

ABN AMRO Bank posts net profit of EUR 674 million in Q1 2024

In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.

05/14/2024

Colombo Wealth: Takeover and new investment boss

The focus is on customers in the Greek market

05/14/2024

Evelyn Partners trading update for the three months ended 31 March 2024

Group operating income in Q1 increased 9.5% to £178.0 million (Q1 2023: £162.5 million) with growth across all three business segments.

05/14/2024

J Safra Sarasin launches private markets advisory arm

Private banking group recruits trio of senior bankers to lead new initiative.

05/14/2024

Family office takes majority stake in SwissComply

Wille Finance has provided compliance-outsourcing provider SwissComply with new capital the latter can use to make targeted acquisitions.

05/14/2024

Wealth management firm eyes rapid expansion

Financial advisers seek likeminded businesses in 10th anniversary year

05/14/2024

Another Swiss private bank expands to Dubai

The company speaks of a “strategic milestone” in expanding its presence in the Middle East and improving its ability to serve customers in the region.

05/13/2024

Nedbank Private Wealth recognised as best UK private bank for tenth consecutive year

Winners are determined by a public online vote, which this year saw a new record of over 50,000 votes being cast.

05/13/2024

Rock and GAM enter into commitment letter for the proposed rights issue

The proposed rights issue of up to CHF 100 million will be offered to all existing shareholders.

05/13/2024

Availability of conversion capital for UBS Group AG Additional Tier 1 instruments issued since November 2023

As a result, as from such date, these instruments are subject to equity conversion (and no longer subject to write-down) upon the occurrence of a trigger event or a viability event.

05/13/2024

J.P. Morgan Asset Management launches short-term EUR denominated fund

The fund will invest in short-term euro-denominated government or government-backed debt securities

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