03/28/2024
Geneva minnow is crowned best private bank in Switzerland
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023
03/28/2024
David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.
03/27/2024
Once generated, the advisor can download the analysis as a PDF to share with your clients.
03/27/2024
Although there are relatively few clients in this segment, the business is highly profitable.
03/27/2024
This is the second consecutive year FNB is receiving the award from Euromoney.
03/27/2024
GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.
03/27/2024
These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.
03/27/2024
As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.
03/27/2024
This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.
03/27/2024
HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work
03/27/2024
JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.
03/27/2024
This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.
03/26/2024
The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.
03/26/2024
HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy
03/26/2024
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.
03/26/2024
Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.
03/26/2024
RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.
03/26/2024
Why diversification matters amid buoyant markets
03/26/2024
Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.