Credit Suisse

While the money held in delisted products is a fraction of the overall exchange-traded market, analysts warn those billions could be time bombs.

A court ruling may also potentially help dozens of other advisors in their efforts to claim what they say is millions in deferred compensation they are due.

The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.

Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans, according to people familiar with the matter.

The firm plans to reshape how it lends to billionaire clients, especially loans that are backed by hard-to-sell assets.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

A time to buy or a warning to avoid timing markets?

The client, Moises Cosio, is a filmmaker and the scion of a Mexican banking and real estate fortune.

The defeat is the most recent for Credit Suisse in an ongoing deferred compensation fight in which ex-advisors have won millions.

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”