04/06/2023
Wealth portfolios hit by March bank storm
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
Wealth and Asset Management
04/06/2023
Fifth annual WealthTech100 list reveals the tech companies transforming the investment and banking industries
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/06/2023
2023 General Meeting of Shareholders: “Vontobel has a solid position and clear focus”
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Press Release on Annual Results 2022
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/06/2023
Valartis buys out major shareholder
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Swiss Government Cracks Down on Credit Suisse Bonuses
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
All North American clients of Vontobel Wealth Management are now under one roof
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/06/2023
Banca Generali, March inflows rise to double digits
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
Lombard Odier honoured at WealthBriefing European Awards 2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
Eurobank Ergasias Services and S A : Best Bank in Greece by Global Finance | Prestigious awards for the Private Banking in Greece & Cyprus by Euromoney
The winners of this year's awards are those banks that carefully monitored the needs of their customers in challenging markets and offered a wide range of services and achieved strong results, while setting the stage for further growth.
04/05/2023
Swiss regulators defend rescue of Credit Suisse via UBS deal
Insolvency would have left the functional parts of Credit Suisse in operation as a Swiss-only bank, but one with a “damaged reputation” through bankruptcy, he told reporters in the Swiss capital of Bern.
04/05/2023
Mirabaud Repositions Itself for the Future
Like many other wealth managers, it reported a decline in fee-generating assets to 31.5 billion francs from 38.9 billion a year ago, most of it the result of a challenging environment on many fronts last year.
04/05/2023
Assets drop 11% for Quilter as net flows plummet 55%
Quilter also reported a drop in the total restricted Financial Planners from 1,623 in 2021 to 1,502 at the end of 2022
04/05/2023
How Britain getting older and richer has changed wealth management
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Altiant Reveals Millionaire Media Habits Wave 2
Reports & Data sets covering views from validated HNWIs
04/05/2023
Adviser Services Holdings launches national advice business
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Ogier named Best Offshore Law Firm at WealthBriefing European Awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
Credit Suisse CEO Ulrich Koerner: «A matter of deep personal regret»
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
Private Bank Maerki Baumann Ups Profit Despite Fewer Assets
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
An update from Rathbones
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.