03/28/2022
But China’s HNWIs and UHNWIs and their families ignore these dramatic events and changes at their peril and should be organising their estate and legacy planning and structures in anticipation of more changes to come.
03/28/2022
UBS is again the top wealth manager, more than double second-placed Credit Suisse
03/28/2022
At the heart of the argument is the bank's internal report on the Greensill funds, which collapsed last year causing the bank to freeze $10billion of client funds.
03/28/2022
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
Cordusio SIM specialises in wealth management as well as offers asset management, investment services and financial advice among other services.
03/28/2022
This news follows further recognition of the company
03/28/2022
Chair Axel Lehmann has received pressure from shareholders in recent weeks to remove the discharge vote from the agenda
03/28/2022
Swisscanto as a brand will still be used on funds, and Swisscanto as a pension brand will keep publishing its Pension Fund Survey.
03/25/2022
These changes will allow the firm to create a better, more efficient service model that capitalizes on economies of scale.
03/25/2022
The five-year saga to launch ATO Platform – a souped-up, tech-abundant asset management solution is bringing financial logic and pricing transparency to the art market.
03/25/2022
A Credit Suisse program launched in 2014 to foster LGTB+ and allyship among employees, encouraged her to come out at work as gender fluid and non-binary, both part of the wider trans spectrum of identities.
03/25/2022
As one of the largest asset managers in eastern Switzerland, it was important for us to present all processes and procedures ourselves.
03/24/2022
We are deeply saddened by Chris’ passing
03/24/2022
ESG and crypto feature strongly among risk-seeking rich investors in the region
03/24/2022
For the Zurich-based wealth manager, which employs over 30 people, technology, software, and automation play an important role in its services
03/24/2022
Starting with its wealth unit, UBS expects about 10% of its workers in the U.S. to go remote.
03/24/2022
Expansion is ‘testament to the growing demand’ for advice
03/24/2022
One of the reasons for the wealth management industry’s sluggish adoption of digital transformation is the nature of their work.
03/23/2022
All risk levels within the Managed range of portfolios have seen UK equity exposure reduced following strong performance, while profits have also been taken from holdings in precious metals and natural resources.
03/23/2022
The “buy the dip” mentality appears to be ignoring the fundamental changes under way around the world.