08/30/2023
More important than the numbers will be indications of progress in integrating Credit Suisse, particularly with respect to the wealth management business and the future of its Swiss unit.
08/30/2023
Activist investor group has named Randel Freeman as its preferred candidate to lead the Swiss asset manager
08/30/2023
They also have their divisions, and mastery in one area does not always mean you can succeed in another.
08/29/2023
We have been working closely with platforms for over a decade now
08/29/2023
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/29/2023
Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice
08/29/2023
Twelve Wealth Management provides face-to-face financial advice to private and corporate clients, covering areas such as inheritance tax, investment and retirement planning.
08/29/2023
Today, Bellevue's healthcare investment expertise is internationally sought after and valued.
08/29/2023
This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.
08/28/2023
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/25/2023
The LLB Group invests in further growth.
08/25/2023
Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.
08/25/2023
The private bank has inked a deal with software provider Wize.
08/25/2023
CBAM changes its bonus structure to keep new wealth managers incentivised after senior Investec W&I wealth manager declined an offer from the firm.
08/24/2023
lsewhere, their conviction in AI continues to improve.
08/24/2023
Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.
08/24/2023
With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.
08/24/2023
A trio of former First Wealth financial planners have decided to set up their own advice firm – Finova Money – which will focus on serving the next generation of clients.
08/24/2023
Investor group NewGAMe has raised a complaint to the Swiss Takeover Board
08/24/2023
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.