02/15/2022
Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.
02/14/2022
The deal, which according to market participants valued the company at around $1 billion, was through a secondary transaction with senior employees also selling an 11% stake to Blackstone. Blackstone and ASK Group declined to comment on the financial term
02/14/2022
Lender relocates some workers to cheaper countries as it continues cost-cutting push
02/14/2022
The expansion comes as the bank reduces the size of its Geneva office as part of a pandemic-driven shift to flexible work, in addition to moving more back-office operations to cheaper locations.
02/14/2022
By winning the IBM Ecosystem Award in the category Innovation Partner of the Year, CREALOGIX stresses its position as a developer of innovative solutions in digital banking.
02/14/2022
Deal is no longer in the firm’s ‘strategic interests’
02/12/2022
As one of the world’s most conservative financial preserves, Switzerland’s clannish private banks have in recent years had to adapt to a changing world
02/11/2022
The CAIS Platform will make alternative investment strategies seamlessly available
02/11/2022
The total was reached through the combination of an original donation by JTC and employee fundraising
02/11/2022
The Pictet Group's ambition is to achieve Platinium rating for the new building, the highest level of SNBS, LEED and WELL certification possible.
02/11/2022
In view of the good 2021 result, the Board of Directors has decided to increase the ordinary dividend for the Canton of Zurich and its municipalities by 21% to CHF 431 million.
02/11/2022
FNZ partners with the entire industry to make wealth management and financial advice accessible to more people.
02/11/2022
Our diversification strategy is paying off, we are in excellent health and can therefore more than sustainably confirm the results of previous years
02/11/2022
The firm also acquired fund manager Eaton Vance for $7bn last year.
02/11/2022
The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers
02/11/2022
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
02/11/2022
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
02/10/2022
Aurélien Michaud talks about how the bank started investing in crypto.
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back