02/16/2022
IQ-EQ wins ‘Best Wealth Planning Team’
It’s the second year in a row that IQ-EQ’s Swiss team has scooped this award, reflecting the success of their agile, service-focused approach.
02/16/2022
Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas
02/16/2022
The year 2021 was characterised by further expenses for digital solutions and the ongoing modernisation of the branch network, which is reflected in general and administrative expenses (+6.8 %).
02/16/2022
J Safra Sarasin takes full control of Swiss bank in digital push
We are looking forward to continue building and enhancing future digital platforms for clients and financial intermediaries
02/16/2022
"Common prosperity" is a policy drive by President Xi Jinping to narrow the gap between rich and poor."
02/16/2022
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
02/15/2022
Combined with the relocation of some global and regional roles in support functions, this will lead to some Swiss roles being impacted.
02/15/2022
There is a key metric that sticks out, and one that the sector had difficulty with until recently.
02/15/2022
It aims to be the first truly digitally enabled, hybrid wealth business in the UK
02/15/2022
The court is only considering the events from 2007 onwards.
02/15/2022
The closing follows an intense period of investment activity for the firm, with USD 5.4 billion committed in 2021 to infrastructure assets and companies that reflect the firm's thematic investment convictions.
02/15/2022
Credit Suisse has already announced bonuses for 2021 which saw a 32 percent cut to the bonus pool, with senior employees to get 497 million Swiss francs in total.
02/15/2022
Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.
02/15/2022
“With an improved interest rate outlook for 2022, we are well positioned with Butterfield's historically asset sensitive balance sheet."
02/15/2022
This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.
02/15/2022
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
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.