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
Private bankers now submit call reports on conversations with clients and are expected to speak with them every 90 days.
02/16/2024
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
They have also been encouraged to contact each of their clients at least once every 90 days
02/15/2024
The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions
02/15/2024
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
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
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
Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange
02/15/2024
The good operating result strengthens the capital base and thus the security and stability of the bank.
02/15/2024
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
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
02/15/2024
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
Time in the markets beats market timing.
02/15/2024
Led by Gina Rinehart, mining fortunes remain on top.
02/14/2024
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
This award was announced in January 2024 and is based on data as of March 31, 2023.
02/14/2024
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
But consolidation has not happened at the rate expected, surprising advisers and regulators alike.
02/14/2024
The Swiss private bank is eyeing Middle East business expansion by targeting new markets like Saudi Arabia.