09/21/2022
The Ties Binding Philipp Rickenbacher and Grégoire Bordier
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
09/21/2022
They are separated by the fierce competition for clients and assets, the divide between Geneva and Zurich as well as fundamentally different corporate philosophies.
09/21/2022
The rebrand was announced earlier this year.
09/20/2022
The gap left by Credit Suisse in its hedge funds and institutional investor business will not remain filled for long.
09/20/2022
Following the PBI awards ceremony earlier this month, BNP Paribas Wealth Management received 5 new awards from the Private Banking industry.
09/20/2022
She’s part of a division that’s a priority for the biggest US bank.
09/20/2022
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
09/20/2022
Oberon has been extremely successful in growing its funds under management and administration business which now look after over £1 billion of funds.
09/20/2022
Bank CIC is a subsidiary of the French group Crédit Mutuel.
09/20/2022
US-headquartered asset manager changes tack in its latest insight on global asset allocation and the investment environment.
09/20/2022
Also Named Second in Best in Business Bank Category; Consistently Ranked #1 or in Top Three for the Past 13 Years
09/20/2022
The employees are mostly support personnel from the wealth management unit.
09/20/2022
Wealth per adult rose 8.4% to USD 87,489. Setting aside exchange rate movements, aggregate global wealth grew by 12.7% in 2021, which is the fastest annual rate ever recorded.
09/20/2022
The Emerging Market Debt Stars Fund will provide an opportunity to generate a 5-6% total return, net of fees, over the medium term, from investing in the bonds of high-quality emerging market companies with strong fundamentals, lower inherent risks, and s
09/19/2022
The New Facility has a five year term, is unsecured and accrues interest at a rate of Euribor plus a stipulated margin.
09/19/2022
First Boston had been a widely recognized name in investment banking when Credit Suisse first bought a stake in it in the late 1970s and then assumed full ownership in it slightly more than a decade later.
09/19/2022
There is a net loss of millionaires from the powerful developed economies because of high inflation and uncertain economic situation.
09/16/2022
For private debt, 2022 may be the year the asset class goes mainstream in wealth management
09/16/2022
Pacific Asset Management appointed as core MPS partner to enhance the wealth manager’s successful range of advisory portfolios.
09/16/2022
The transaction is expected to close in the fourth quarter of 2022, subject to customary closing conditions.
09/16/2022
Shasha Li Mafli shares her experience as a woman in finance, both in Europe and in Asia.