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GAM Wins IMPACT Awards for its Climate bond strategy

The award was presented by Environmental Finance, which recognises the work of impact investors

Valais IAM acquires family office

Privaswiss’s two-person team, Michel Horgnies and Sonia Bonvin Durret, joined Valcoris on Thursday.

ZEDRA wins Trust Company of the Year at the STEP private client awards

The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore.

IQ-EQ shortlisted in the 2023 Citywealth Magic Circle Awards

The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.

Indosuez Blue Cycle, an innovative investment solution with a solidarity component

Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects

Northern Trust Asset Management’s Risk Report Highlights Drivers of Unexpected Portfolio Results

Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies

Monthly Update: A positive month as tough year draws to a close - Coutts

Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.

Conversion of Credit Suisse Real Estate Fund International into an NAV-based product under review

The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.

Swiss economy: Swiss interest bonus is back to stay

Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.

China’s zero-Covid retreat sparks wealth management product sell-off

Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions

Barclays significantly increases sustainable finance as the opportunity to accelerate the transition grows

The success of the investments to date means an increase in the investment mandate to £500m is required to allow Barclays to continue existing efforts and support new investments.

Inflation eases to 10.7%: What this means for your personal finances

The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October

Unintended inefficiencies hinder scalable growth

'Inherent business inefficiencies'

Wealth management firm expands Midlands footprint with latest acquisition

The firm has a team of 17, comprising advisors, planners, researchers and support staff.

AJ Bell: Investors using portfolio money for cost of living crisis

One in five AJ Bell customers

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital

Wealth and Asset Management