01/17/2023
The fund has a global remit and is primarily active in the US and Europe. Its target return is comparable to primary buyout funds, but the margins of safety are significantly higher.
01/17/2023
European and Japanese equities lacked the lustre – or so the investors felt – and were often considered as old, ageing economies.
01/17/2023
In the fourth quarter of 2022, the company’s AWM unit reported net income of $1.1bn, up 1% compared to the year ago period.
01/16/2023
Although client assets declined in general—the not-surprising result of the market’s slump in 2022—other metrics were positive.
01/16/2023
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
01/16/2023
The bank's wealth management team expect the benchmark S&P 500 to end 2023 at between 4,200 and 4,300 points, up to 12% higher than its 2022 year-end level
01/13/2023
Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.
01/13/2023
Forbes Best-in-State Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, and assets under
01/13/2023
The move toward alternatives picked up pace in the aftermath of the 2008–09 Global Financial Crisis, which saw extreme market volatility.
01/13/2023
With his triad of knowledge in real estate, accounting, and finance, Brian stands out from most financial advisors.
01/13/2023
‘There is hope that 2023 will be a better year for investors’
01/13/2023
The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund
01/12/2023
Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.
01/11/2023
Klein's boutique will be merged with CS First Boston to which Credit Suisse plans to outsource large parts of its international investment banking and sell it to third parties in a further step.
01/11/2023
Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.
01/11/2023
Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments
01/11/2023
Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.
01/11/2023
Clients can fund their investment accounts more easily and quickly via the mobile app
01/10/2023
Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.
01/10/2023
In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.