Private banks

EQS-News: Baloise becomes partner of Swiss Climate Foundation

Retrieved on: 
Thursday, July 1, 2021
Countries, Financial services, Banks, Private banks, Landlocked countries, Member states of the Council of Europe, Member states of the European Free Trade Association, Member states of the United Nations, Vontobel, Bâloise, National Bank of Liechtenstein, Glarner Kantonalbank

Those are the declared aims of the Swiss Climate Foundation in supporting small and medium-sized businesses (SMEs) that are making a contribution to combating climate change.

Key Points: 
  • Those are the declared aims of the Swiss Climate Foundation in supporting small and medium-sized businesses (SMEs) that are making a contribution to combating climate change.
  • The Swiss Climate Foundation was established as an independent non-profit organisation.
  • The corporate partners of the Swiss Climate Foundation use this 'net redistribution' to support climate protection measures by Swiss and Liechtenstein SMEs.
  • Swiss and Liechtenstein service companies Allianz Suisse, Alternative Bank Schweiz, AXA, Baloise, Bank J. Safra Sarasin, ECA Vaud, Gebudeversicherung Bern, Gebudeversicherung Kanton Zrich, Glarner Kantonalbank, Julius Br, LGT, Liechtensteinische Landesbank, NewRe, PartnerRe, PwC Schweiz, Raiffeisen Schweiz, RobecoSAM, Sanitas Krankenversicherung, SCOR, Swiss Life, Swiss Re, Vaudoise Assurances, Vontobel and VP Bank are partners of the Swiss Climate Foundation.

EQS-News: Bellevue announces first successful closing for BB Entrepreneur Private strategy

Retrieved on: 
Thursday, June 3, 2021
Business, Articles, Economy, Entrepreneurship, Small business, Private banks

The BB Entrepreneur Private strategy from Bellevue Asset Management, which is focused on growth financing for unlisted small and mid-sized Swiss companies, recorded its first successful closing at CHF 40 mn.

Key Points: 
  • The BB Entrepreneur Private strategy from Bellevue Asset Management, which is focused on growth financing for unlisted small and mid-sized Swiss companies, recorded its first successful closing at CHF 40 mn.
  • Bellevue Asset Management AG is pleased to announce the first closing of the BB Entrepreneur Private Fund - launched in February 2021 - at CHF 40 mn.
  • The investment team at the BB Entrepreneur Private Fund identifies and screens further investment opportunities on a continuous basis.
  • "With BB Entrepreneur Private we're closing a gap in the market," says Benjamin Bhner, Business Development, Bellevue Private Markets.

EQS-News: HSO Fund launches capital increase up to a maximum of CHF 28 million

Retrieved on: 
Thursday, June 3, 2021
Economy of Switzerland, Swiss franc, SWITZERLAND, Companies, Private banks

Zurich, 03 June 2021 - The fund management company will launch a capital increase for the Helvetica Swiss Opportunity Fund (HSO Fund; ISIN CH0434725054) up to a maximum of

Key Points: 
  • Zurich, 03 June 2021 - The fund management company will launch a capital increase for the Helvetica Swiss Opportunity Fund (HSO Fund; ISIN CH0434725054) up to a maximum of
    CHF 28 million on 07 June 2021.
  • The fund management company will carry out a capital increase of up to CHF 27.7 from 07 until 25 June 2021, 12.00 noon CEST.
  • This will increase the total number of outstanding shares from 750,000 to a maximum of 1,000,000 shares.
  • The inflow of funds from the capital increase will enable the further expansion of the fund and the acquisition of five already secured properties worth approximately CHF 76 million.

B. Riley Wealth Management Serves as Sub-Adviser to UBP

Retrieved on: 
Thursday, April 29, 2021
Banks, Finance, Financial services, Primary dealers, Subprime mortgage crisis, UBP, Morgan Stanley, Private banks, UBS, Union Bancaire Privée

b'LOS ANGELES, April 29, 2021 /PRNewswire/ --B. Riley Wealth Management, Inc., a full-service private wealth and investment services firm and subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley"), today announced that Eve Glatt and Maurice Onyuka have joined the firm as Senior Portfolio Managers.\nGlatt and Onyuka previously served as Co-Heads of U.S. Equities at UBP Asset Management LLC, a subsidiary of Union Bancaire Prive ("UBP"), a Swiss private bank.

Key Points: 
  • b'LOS ANGELES, April 29, 2021 /PRNewswire/ --B. Riley Wealth Management, Inc., a full-service private wealth and investment services firm and subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley"), today announced that Eve Glatt and Maurice Onyuka have joined the firm as Senior Portfolio Managers.\nGlatt and Onyuka previously served as Co-Heads of U.S. Equities at UBP Asset Management LLC, a subsidiary of Union Bancaire Prive ("UBP"), a Swiss private bank.
  • Glatt and Onyuka have worked together for the last 10 years.\n"Our strategic relationship with UBP demonstrates the continued growth and diversification of our robust platform as well as the stellar reputation of B. Riley," said Chuck Hastings, Chief Executive Officer of B. Riley Wealth Management.
  • Prior to UBP, Glatt managed international and global investment funds for Cornerstone Capital Management (a subsidiary of New York Life) and Morgan Stanley Investment Management.
  • Riley Wealth Management provides a full suite of investment management services and solutions to individuals and families, and small and large businesses, including non-profits, qualified retirement plans, endowments, and foundations.

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Retrieved on: 
Thursday, April 15, 2021
Data management, Banking, Technology, Professional services, Security, Telecommunications, Software, Other Professional Services, Networks, Internet, Finance, Banks, Private banks, Bank Lombard Odier & Co, Lombard North Central, Financial services

FX markets offer a growing number of sophisticated trading instruments that we want to make available to our clients in an easy and cost-efficient way,\xe2\x80\x9d explained St\xc3\xa9phane Monier, CIO of Bank Lombard Odier & Co Ltd, \xe2\x80\x9c\n\xe2\x80\x9cLiquidityFX is the perfect fit for Lombard Odier,\xe2\x80\x9d said David Vincent, smartTrade\xe2\x80\x99s Chief Executive Officer.

Key Points: 
  • FX markets offer a growing number of sophisticated trading instruments that we want to make available to our clients in an easy and cost-efficient way,\xe2\x80\x9d explained St\xc3\xa9phane Monier, CIO of Bank Lombard Odier & Co Ltd, \xe2\x80\x9c\n\xe2\x80\x9cLiquidityFX is the perfect fit for Lombard Odier,\xe2\x80\x9d said David Vincent, smartTrade\xe2\x80\x99s Chief Executive Officer.
  • Liquidity FX\xe2\x80\x99s rich functionality will enable Lombard Odier to further expand its FX trading business in line with its growth strategy whilst offering an improved service to both its wealth and institutional clients.
  • We are very pleased that Lombard Odier has chosen LiquidityFX and we look forward to a long and fruitful relationship.\xe2\x80\x9d\nLombard Odier is a leading global wealth and asset manager.
  • Asset management services are offered through Lombard Odier Investment Managers (LOIM).

EQS-News: Half-Year Report as of September 30, 2020

Retrieved on: 
Friday, November 6, 2020
Companies, Primary dealers, Finance, Private banks

Half-Year Report as of September 30, 2020

Key Points: 
  • Half-Year Report as of September 30, 2020
    Half-Year Report as of September 30, 2020
    Private Equity Holding AG (PEH) has published the half-year report as of September 30, 2020.
  • PEH reports a comprehensive loss of EUR 12.2 million for the first six months of the financial year 2020/2021.
  • As of September 30, 2020, the net asset value (intrinsic value) of one registered share of Private Equity Holding AG stood at EUR 83.43 (CHF 89.87).
  • This represents a decrease of 5.1% in EUR (3.6% in CHF) since March 31, 2020, including the distribution of CHF 1.00 per share in July 2020.

Bloomberg streamlines investment and risk management at Lombard Odier Investment Managers

Retrieved on: 
Tuesday, November 3, 2020
Private banks, Bank Lombard Odier & Co, Financial services, Finance, Companies, Order management system, Bloomberg L.P., Asset management, Investment management, Insurance-Linked Securities

LONDON, Nov. 3, 2020 /PRNewswire/ -- Bloomberg today announced that Lombard Odier Investment Managers, the asset management business of the Lombard Odier Group, has adopted its PORT Enterprise solution to support portfolio and risk management across multiple assets classes.

Key Points: 
  • LONDON, Nov. 3, 2020 /PRNewswire/ -- Bloomberg today announced that Lombard Odier Investment Managers, the asset management business of the Lombard Odier Group, has adopted its PORT Enterprise solution to support portfolio and risk management across multiple assets classes.
  • Lombard Odier IM is a long-standing client of Bloomberg's order management system AIM, and successfully integrated PORT Enterprise in 2019 to support performance attribution and risk management of its fixed income holdings.
  • "We are delighted to continue supporting Lombard Odier IM's business, and work with them to optimize their investment and portfolio management processes," said Ian Peckett, Global Head of Buy-Side Solutions at Bloomberg.
  • Lombard Odier Investment Managers is the asset management business of the Lombard Odier Group, which has been wholly owned and funded by its partners since its establishment in 1796.

Vontobel Asset Management Strengthens Its Presence in North America With Senior Hire

Retrieved on: 
Tuesday, February 18, 2020
Consulting, Banking, Professional services, Finance, Private banks, Vontobel, Allianz Global Investors, Finance, Financial services, Companies, Virtus Investment Partners

View the full release here: https://www.businesswire.com/news/home/20200218005647/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20200218005647/en/
    Jeff, who has more than 25 years of distribution experience in multi-product asset management, will lead the intermediary sales team.
  • He joins Vontobel from Aberdeen Standard Investments, where he was Head of Distribution Americas.
  • Prior to that, he held senior-level positions in distribution at American Funds Distributors, Delaware Investments and Allianz Global Investors.
  • Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach.

Jupai to Report Third Quarter 2019 Financial Results on November 22, 2019

Retrieved on: 
Friday, November 15, 2019
Economy, Finance, Money, Distribution of wealth, Investment management, Financial management, Stock market, Wealth management, High-net-worth individual, Private banks

Jupai Holdings Limited ("Jupai") (NYSE: JP) is a leading third-party wealth management service provider focusing on distributing wealth management products and providing quality product advisory services to high-net-worth individuals in China.

Key Points: 
  • Jupai Holdings Limited ("Jupai") (NYSE: JP) is a leading third-party wealth management service provider focusing on distributing wealth management products and providing quality product advisory services to high-net-worth individuals in China.
  • Jupai's comprehensive and personalized client service and broad range of carefully selected third-party and self-developed products have made it a trusted brand among its clients.
  • Jupai maintains extensive and targeted coverage of China's high-net-worth population.

Wealth Managers Ronald Weckbacher and Gregory Webster Join First Republic

Retrieved on: 
Monday, November 4, 2019
Banking, Professional services, Finance, Finance, Economy, Money, Investment management, Private banks, Financial management, Stock market, Wealth management, First Republic Bank

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that senior wealth managers Ronald Weckbacher and Gregory Webster have joined First Republic Investment Management in Century City, California.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that senior wealth managers Ronald Weckbacher and Gregory Webster have joined First Republic Investment Management in Century City, California.
  • Weckbacher and Webster were each named Managing Director and Wealth Manager.
  • Ron Weckbacher and Greg Webster are terrific additions to our expanding team of wealth management professionals in the greater Los Angeles area, said Bob Thornton, President of First Republic Private Wealth Management.
  • Ron and Greg are very accomplished wealth managers who are commited to delivering exceptional service to every client.