04/11/2023
The importance of a Global Perspective
As the uncertainty that beset markets in 2022 continues into 2023, the importance of adopting a global perspective can’t be overstated.
Wealth and Asset Management
04/11/2023
The St.Galler Kantonalbank is expanding its open banking offering
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
Wealth Management Opportunities in the Shadow of a Giant
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Monthly update: Markets rise as banking concerns ease
Global stocks rose after government intervention helped calm market jitters.
04/10/2023
Milleis Banque Privée completes its transformation with the roll-out of OLYMPIC Banking System
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/10/2023
Banque Heritage SA: Annual Results 2022
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/10/2023
All North American clients of Vontobel Wealth Management are now under one roof
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/10/2023
Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including telephone, virtual and in-person due diligence interviews, revenue trends, assets under management and compliance records.
04/06/2023
Are alternatives impacted by recent banking stress?
Rising rates have been painful for high-growth oriented companies with elevated cash burn rates.
04/06/2023
SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
LGT Wealth India and Asset Vantage announce collaboration
Through this collaboration, both companies have come forward to deliver a superior technology solution, which seamlessly consolidates portfolios across multiple accounts and investments for family offices.
04/06/2023
Wealth portfolios hit by March bank storm
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
2023 General Meeting of Shareholders: “Vontobel has a solid position and clear focus”
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Valartis buys out major shareholder
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Swiss Government Cracks Down on Credit Suisse Bonuses
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
Banca Generali, March inflows rise to double digits
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
Credit Suisse Collapse May Put Singapore in the Spotlight
Singapore’s political stability, transparent government policies and pro-business environment remain intact, said Citibank Singapore CEO Brendan Carney.
04/05/2023
IDB Bank and Lido Advisors Launch IDB Lido Wealth as Registered Investment Advisor
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
Lombard Odier honoured at WealthBriefing European Awards 2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
Private banks in Egypt issue high-yield savings certificates
In the first reaction to offering these certificates, the Commercial International Bank issued a certificate for a period of 3 years, with a return of 22%, to be paid monthly.