08/10/2021
Zurich-based private bank EFG, which inherited a significant but difficult Italian business when it took over its Ticinese competitor BSI, reopened its Milan office in 2019 and has been expanding its activities there ever since.
08/09/2021
The Swiss National Bank, or SNB, held $162 billion worth of stocks in 2,642 corporations per mid-year, according to the most recent SEC disclosure.
08/09/2021
Depending on the fund, $35.42, $35.40 or 35.03 euros ($41.46) per share will be paid out.
08/09/2021
Asian wealth revenues in the first half increased 26 percent and account for much of global wealth revenue growth.
08/09/2021
An Italian financial institute wants to build a European private banking empire from Switzerland.
08/09/2021
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Goldman Sachs is reportedly offering free food as part of its push to convince employees from its global offices to ditch work-from-home measures and return home.
08/09/2021
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.
08/09/2021
A Detroit native, Hightower is to cultivate a multicultural client base as well as help diversify UBS' adviser force in the U.S.
08/09/2021
The Colony Group Further Expands In Southern California
08/08/2021
UK arm of Swiss portfolio manager wins £200m mandate
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender
08/08/2021
The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.
08/06/2021
Primary customer base rose by 281,000 in 2Q2021 to 14.0 million.
08/06/2021
The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.
08/06/2021
Zurich Takes Over Deutsche's Italian Advisor Network
08/06/2021
Rathbones manager explains why greenwashing is on the rise
Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.
08/06/2021
"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.
08/06/2021
Charitable organizations need to be proactive in assessing and managing underwater gift annuities
08/05/2021
Agreement signals new era of partnership for the two financial institutions in Italy