01/25/2023
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
The Group also expects to report an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
01/25/2023
The physical gold is stored in vaults at Edmond de Rothschild’s headquarters in Geneva.
01/25/2023
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.
01/25/2023
The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.
01/25/2023
Fitch also points to the company's strong capitalization, steady increase and focus on profitability, and low level of non-performing loans.
01/25/2023
Compressed growth
01/24/2023
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/24/2023
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.
01/24/2023
Despite recent encouraging economic data, the near-term backdrop remains one of high inflation, rising rates, and slowing growth.
01/24/2023
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management.
01/24/2023
Publishes 12-point plan
01/24/2023
The Qatar Investment Authority bought 139.03mln shares in the Swiss lender
01/24/2023
This makes it all the more difficult for companies to reach Gen-Zers.
01/24/2023
The six branches were founded by Raiffeisen Switzerland between 1999 and 2016.
01/24/2023
Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.
01/24/2023
The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.
01/23/2023
All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.