The Geneva-based group has tapped the former CEO of Indosuez Wealth Management for the role.
Category: Distributors
Lombard Odier: Don’t diversify out of US equities yet
Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
Indosuez WM’s De Boer on a ‘transformational acquisition’
The purchase of Degroof Petercam has boosted assets and broadened the scale of the wealth manager’s products and services.
UBP upgrades outlook on US equities
The Swiss private bank has also lowered its outlook on investment grade.
Asia private markets: a supply and demand puzzle
Asia fund selectors are positive about private markets, but deal flow and volumes indicate they’re also cautious.
HSBC GPBW backs China high dividend stocks
Cheuk Wan Fan, CIO Asia at HSBC GPBW believes the latest fall in China equity prices is a short-term technical pullback.
HSBC upscales Asia investment and wealth solutions division
HSBC’s Investment & Wealth Solutions has enjoyed an influx of new money as it expands its capabilities.
Citi PB: Apac family offices ahead of the game
Asia Pacific is leading the way in family office best practices and leadership transition readiness, according to an industry survey.
UBP’s YT Kum: Fund selection is like marriage, you have to work on the relationship
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
UBS GWM’s Phee: Process, people and risk underscore our fund selections
UBS GWM’s Apac head of funds investment solutions encourages clients to lock into high quality bond yields.