03/19/2025
Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.
03/18/2025
Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires
03/18/2025
In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.
03/18/2025
Bonuses increased again in the 2024 financial year, as did the total compensation of top managers and the board of directors.
03/18/2025
Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy.
03/18/2025
LGT continued to invest in the further expansion of its international presence and technology platforms, making significant progress in both areas.
03/18/2025
That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.
03/18/2025
The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.
03/18/2025
To prevent this from happening again in the future, the Swiss Bank Employees Association is calling for a new penal code for top managers who steer a bank into ruin.
03/18/2025
The cooperative bank doesn't want to establish its own credit research department – but is keeping a back door open.
03/18/2025
Standard Chartered Global Private Bank is committed to supporting clients with rigorous due diligence, specialised expertise and access to exclusive opportunities in this niche.
03/18/2025
Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.
03/17/2025
Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.
03/17/2025
Traditional tools such as spreadsheets and disconnected systems often fail to provide a centralized source of truth, leading to reactive rather than proactive decision-making.
03/17/2025
The accreditation is recognised by The Institute of Leadership and Management (ILM).
03/17/2025
The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.
03/17/2025
In return, Nomura will send its staff to Hyakujushi and provide the bank with access to its financial platform.
03/17/2025
The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.
03/17/2025
A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.
03/17/2025
The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy