CREDIT SUISSE
Financial planning
As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....
Financial planning
Months after completing a reorganisation of its distribution area, Credit Suisse has announced plans to launch a private banking operation in Australia....
Financial planning
Credit Suisse is on the hunt for a new head of retail funds following the departure of Brian Thomas from the organisation....
Financial planning
Head of international equities at Credit Suisse, Russell Bye, believes the robust returns achieved in the face of a variety of economic conditions is a key factor as to w...
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Funds management
Credit Suisse has launched a fund that will provide retail investors in Australia with the opportunity to directly invest in mid-sized unlisted companies in the United St...
Financial planning
Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....
People & Products
Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....
Financial planning
ING has made a three-pronged improvement to its OneAnswer platform through the addition 16 funds, a reduction in fees charged and an enhancement of the product’s online c...
Financial planning
Basis Capital and Colonial First State manage the two best Australian funds in the international fixed interest space according to boutique research house Zenith....
Financial planning
Boutique research house Zenith has put out a review of Australia’s international equities funds, with Macquarie and AWFM Davis coming out on top....
Financial planning
Platform providers have again been left to play second fiddle to Colonial’s FirstChoice...
Financial planning
Deutsche Asset Management, Platinum Asset Management and Alliance Bernstein have made some hard ground on the industry superannuation playing field, while Fidelity Invest...
People & Products
Credit Suisse Asset Management has suffered another blow to its struggling Australian equities capabilities, with the departure of group head Peter Sartori prompting one ...
Financial planning
Capital Guaranteed Investments Limited has partnered with Credit Suisse to launch three capital guaranteed securities, collectively known as Credit Suisse ORB Investment ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...