12/22/2023
Lombard Odier’s NextGen initiative wins key award
The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.
Wealth and Asset Management
12/22/2023
Edmond de Rothschild corporate finance advises the private owners in the sale to a family office of a Residential building in the sixth Arrondissement of paris
The family property is a Haussmannian construction of superior quality dating from the late 19th century.
12/22/2023
Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards
The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.
12/22/2023
GAM Holding AG has been informed about the regulatory approval of the tender offer
GAM would like to thank all shareholders for their continued support and looks forward to creating long-term value and success for all our clients, shareholders and employees in 2024 and beyond.
12/22/2023
Deutsche Bank: Mountain of complaints causes huge trouble
Meanwhile , CEO Christian Sewing is trying to correct deficiencies in dealing with German private customers, which had already brought the financial regulator Bafin into action.
12/22/2023
Julius Baer Probed by Regulator Finma Over Signa Risk Lapses
Finma itself has faced criticism this year following the near-collapse of Credit Suisse.
12/21/2023
Majority consider wealth inequality to be too high in Switzerland
In terms of income inequality, Switzerland is internationally in the middle range, and this inequality hasn't increased significantly.
12/21/2023
Zurich structured product specialist opens Ticino office
The expansion will be headed by Laura Paganetti, who spent over 27 years at UBS.
12/21/2023
Natixis, H2O Face €717 Million Suit from Angry Investors
Reports about the illiquid investments triggered an investor flight at the time, prompting French regulators to order H2O to freeze some of its hard-to-sell funds.
12/21/2023
Private Markets 2024 Outlook: Adapting to Rising Rates
Thorough manager and deal selection, grounded in realistic assumptions, are crucial in this transformed market.
12/20/2023
TISE congratulates Guernsey sailor who mixed it with world’s best
TISE is currently celebrating its 25th anniversary year of operating a public market for bonds and equities and earlier this year launched a new private markets service.
12/20/2023
IN BRIEF: Arbuthnot extends tier two Proventus loan to GBP26 million
The loan is expected to be drawn June 3, 2024 and to mature June 3, 2034.
12/20/2023
Presentation of the Global Outlook 2024: A year full of opportunities on the markets
As 2023 draws to a close in a context of falling inflation and normalisation in view of monetary policies, 2024 should offer investors many opportunities.
12/20/2023
Activist Investor Steps Onboard at UBS
The stake will be held in the future by the funds Cevian Capital II Master, Cevian Capital Partners, and Cevian Capital II Co-Investment.
12/20/2023
UBS wants to sell junk loans in Italy
UBS apparently wants to sell a portfolio of loans to Italian companies that have low credit ratings.
12/20/2023
Investec names best Private Bank in the Channel Islands for second year
The awards recognise the very best operators in the Channel Islands wealth management sector, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.
12/20/2023
Clients care less about ESG than the media – Zurich private bank boss
While some customers are keen on sustainable investing, many are not willing to give up investments in old-economy companies if they think there‘s still profits to be made.
12/20/2023
Asset managers face tougher rules on investor cash calls
Funds could not raise cash fast enough, though the industry has argued that many parts of the market came under severe stress at that time.
12/20/2023
Despite delivering investors losses of 39% over the past 3 years, Liontrust Asset Management has been growing its earnings
After all, the share price is down 50% in the last three years, significantly under-performing the market.
12/19/2023
Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group
This transaction is a noteworthy step in Edmond de Rothschild's strategy to focus on its core areas of expertise in Private Banking and Asset Management.