12/15/2022
IQ-EQ shortlisted in the 2023 Citywealth Magic Circle Awards
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
12/15/2022
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
12/15/2022
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects
12/15/2022
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/14/2022
This recognition is a testament to the team’s ability to collaborate and provide solutions to their clients, empowering them to pursue what matters most to them.
12/14/2022
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
Barclays Private Bank has been operating in Switzerland since 1986.
12/14/2022
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.
12/14/2022
Bobst has been on the AKB supervisory board since the end of 2020; the fact that he can now move up for Egloff caused discord in advance.
12/14/2022
The fund will invest in Swiss houses and apartments and has a partnership with MoneyPark.
12/14/2022
'Inherent business inefficiencies'
12/14/2022
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/13/2022
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
12/13/2022
The establishment of the DIFC branch is a key initiative to further expand its client franchise and the footprint of its relationship managers.
12/13/2022
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
12/13/2022
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital