09/09/2024
This new capability is designed to offer customers “improved cash visibility and forecasting, delivering a seamless and comprehensive cash management experience.”
09/09/2024
This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.
09/09/2024
The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m
09/09/2024
The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.
09/09/2024
The award salutes the bank’s wide range of products and services that meet international standards.
09/06/2024
The overall optimistic climate also bolstered the stock market, pushing the combined net worth of Singapore’s 50 wealthiest individuals up by more than 10%, reaching $195 billion.
09/06/2024
Alpha Financial Markets Consulting is a global consultancy to the financial services industry
09/06/2024
Thanks to his client portfolio, which focuses on the United Kingdom, he was considered one of the key players at the Zurich branch.
09/06/2024
Now, the first Swiss wineBANK is opening its doors in Bern, with Zurich and Geneva soon to follow.
09/06/2024
This name change reflects the progress so far, and path forward, in the firm’s Global Growth strategy to strengthen growth in Japan and expand in global markets.
09/06/2024
Today the country's sole globally systemic lender faces a substantial increase in regulatory capital requirements, under reforms that the Swiss government is advocating for.
09/06/2024
Still, nearly two-thirds of those on the list saw their wealth grow in 2024 from the previous year, supported by Singapore’s expanding economy and stock market.
09/06/2024
Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs
09/06/2024
The assets under administration for the combined wealth and advice business was £21.8bn at the end of June 2024
09/06/2024
Changes offer leaders broader experience across banking group's operations
09/06/2024
The entity chaired by Ana Botín has reorganized the management of the bank in Spain
09/06/2024
The acquisition strengthens OCBC's presence across Southeast Asia, Greater China, and the Middle East, marking its second-largest private banking deal since 2009.
09/05/2024
The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.
09/05/2024
As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.
09/05/2024
Complexity is growing for families of wealth, beyond the normal complications substantial wealth already brings.