03/03/2023
Liechtenstein bank Kaiser Partner joins SIX Digital Exchange for digital securities
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
Wealth and Asset Management
03/02/2023
Patrick Odier in the FT: ‘Switzerland cannot hide behind neutrality’
The backbone of Switzerland’s fantastic banking wealth — and its, for some, questionable international reputation — is private banking.
03/02/2023
Lombard Odier reports full-year 2022 results, attracting net new money in a volatile environment
The Group’s total client assets stood at CHF 300 billion at end of 2022.
03/02/2023
Julius Baer announces successful completion of share buy-back programme
Under this programme, Julius Baer repurchased a total of 7,799,460 registered shares at an average price per share of CHF 51.29 for a total volume of CHF 400 million on a second trading line on the SIX Swiss Exchange.
03/02/2023
Edmond de Rothschild has advised the founders of Redslim in the opening of share capital to Andera Acto
The founding shareholders welcome Andera Acto to its capital, which will accompany the Group in the next stages of its development.
03/02/2023
Stifel upgrades Chrysalis to 'Hold' 22 days after 'Sell' call
Lessened derating
03/02/2023
Raiffeisen with very good annual result
The profit exceeds the previous year's result by 10.6 percent.
03/02/2023
‘Stress test’ year sees Schroders profits slide 14%
Market movements blamed for 4% AUM decline
03/01/2023
J. Safra Sarasin: «Takeovers Cannot Be Planned»
On earnings power alone, the bank performed admirably last year as net profit rose four percent to 440.2 million francs ($476.6 million) compared to the record year 2021.
03/01/2023
Results statement - full year to 31 December 2022 Rathbones
The wealth management sector continues to offer a significant long-term opportunity which Rathbones has the brand, momentum and balance sheet strength to benefit from.
03/01/2023
J. Safra Sarasin Group announces another year of good results in 2022
Group CET1 Capital of CHF 6.2 billion up from CHF 5.7 billion at the end of 2021, with a CET1 ratio of 44.1%, well in excess of regulatory requirements.
03/01/2023
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
Vanguard closes financial planning arm
In an email to clients sent last night, seen by NMA, Vanguard said it will be refunding clients all financial planning fees they have incurred from the service since they joined.
03/01/2023
Rathbones assets drop £8bn as wealth managers feel the squeeze
CEO Paul Stockton says long-term trends are still in the sector's favour
03/01/2023
Global dividends hit record $1.6trn in 2022
Janus Henderson
03/01/2023
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
SJP Full Year Results announcement 2022
Proposed full year dividend of 52.78 pence per share (2021: 51.96), in line with our 70% target pay-out ratio
02/28/2023
Stonehage Fleming Announced As A Founding Member Of The University Of Westminster’s Chancellor’s Circle
The founding partners of the initiative will offer practical support to the University’s students through mentoring, internships and work experience to provide the students with career experience, insights and skills.
02/28/2023
LGT to acquire discretionary fund management business of abrdn in the United Kingdom
Upon closing of the transaction, LGT Wealth Management, the UK-based wealth manager and part of LGT, will assume the client relationships of the acquired business and all of its employees.
02/28/2023
Allfunds publishes its preliminary 2022 financial results and announces the closing of the MainStreet majority stake acquisition
It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.