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Wealth and Asset Management

02/16/2024

There are sales rumors surrounding the Swiss private banking unit

There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.

02/16/2024

Citi wealth management pushes private bankers to record client calls - FT

Private bankers now submit call reports on conversations with clients and are expected to speak with them every 90 days.

02/16/2024

ZEDRA’s new flagship London location reaffirms growing presence in UK Capital

This new location at Birchin Court not only enhances our operational efficiency, it enables us to offer a seamless experience to our clients, and supports our continuous growth.

02/15/2024

Citigroup starts tracking how often private bankers call clients

They have also been encouraged to contact each of their clients at least once every 90 days

02/15/2024

Morgan Stanley laying off hundreds in wealth management unit, source says

The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions

02/15/2024

Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology

The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.

02/15/2024

Annual results for 2023 BKB Group: Strong operating result due to profitable growth

The strong result means that the five targets of the strategy period that runs until 2025 have already been achieved after two years.

02/15/2024

Bank Zimmerberg is successfully navigating the interest rate turnaround

Thanks to the change in interest rates , Bank Zimmerberg, which operates primarily on the left bank of Lake Zurich, was able to significantly increase its operating income last year.

02/15/2024

Successful Thurgauer Cantonal Bank

Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange

02/15/2024

Bank Cler increases business success and annual profits

The good operating result strengthens the capital base and thus the security and stability of the bank.

02/15/2024

ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023

Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.

02/15/2024

Channel Islands stand out amongst finalists in Citywealth Powerwomen Awards 2024

These awards, established over a decade ago by multi award winning businesswoman Karen Jones – founder and CEO of Citywealth – recognise the excellence of women in the wealth sector.

02/15/2024

Preserving wealth in a Bermuda dynastic trust

Preserving wealth in a Bermuda dynastic trust

02/15/2024

Barclays contemplating SocGen UK private bank takeover

However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.

02/15/2024

Debunking the 10 most common myths of investing

Time in the markets beats market timing.

02/15/2024

Australia’s 50 Richest 2024: Collective Wealth Rises To $222 Billion Despite Dollar Drag

Led by Gina Rinehart, mining fortunes remain on top.

02/14/2024

Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State Wealth Management Teams List

Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.

02/14/2024

Forbes names Krause & Thorpe Best-In-State Wealth Management Team

This award was announced in January 2024 and is based on data as of March 31, 2023.

02/14/2024

Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue

Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world.

02/14/2024

Ray Soudah: «External Asset Managers Are to Blame»

But consolidation has not happened at the rate expected, surprising advisers and regulators alike.

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