11/22/2022
With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.
11/22/2022
The decline in assets reported by flagship Swiss private banks is considerable.
11/22/2022
The Swiss Bankers Association sees the collapse of the FTX crypto exchange as an opportunity for the local financial center.
11/22/2022
But while this Autumn Statement was intended to allay concerns of both capital markets and voters, the wider public was more focused on tax increases.
11/22/2022
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
Revenue rose to GBP15.9 million from GBP13.8 million.
11/22/2022
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th
11/22/2022
The company is also open to partnering with other asset managers.
11/22/2022
It said lowering the minimum investment to CHF 50,000 would enable a broader range of people to access the service and is in line with its values as a cooperative bank.
11/22/2022
While this is especially true for younger investors – and has been for some time – ESG is becoming more important for older HNWIs too.
11/21/2022
Julius Baer on track to meet key 2022 profitability targets, despite challenging market conditions – Sustained intra-year recovery in net new money – Gross margin improvement by capitalising on higher interest rates
11/21/2022
That's when he started looking at private equity investment opportunities among privately held companies.
11/21/2022
The wealth-tech firm claims it tripled its AUM to cross the US$1B mark in August 2022 and grew its user base y-o-y by over 50 per cent
11/21/2022
Salman Haider of Habib Bank AG Zurich thinks the concept of sales targets needs a rethink if banks want to be client-centric.
11/21/2022
The tie-up with Match Strategies helps in areas including networking and daily business management.
11/21/2022
This emerges from the answers to a nationwide survey conducted by the Lucerne University of Applied Sciences and Arts (HSLU) and Postbank Postfinance among around 3,000 people.
11/21/2022
The view may pour cold water on the market’s new-found optimism among analysts and money managers including Goldman Sachs and Allianz Global Investors.
11/21/2022
But also a role of social responsibility to protect the wealth of families, increase it, allow the passage between generations but above all to support the customer during phases of market uncertainty.
11/18/2022
The company said it does not yet see a significant impact from the macroeconomic environment on its experienced credit performance, while it noted rising inflation and interest rates which affect its customers.
11/18/2022
Following its recent reorganization, Credit Suisse has deemphasized investment banking and placed even greater importance on its wealth management business.