11/05/2020
BlackRock looks for new profit rockets as rivals play defence
World’s largest asset manager has once again outperformed a rocky stock market in 2020
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
Geneva WM buys stake in start-up incubator
Fusion Partners helps medium and large firms to generate returns by collaborating with, and creating, start-ups.
11/05/2020
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/05/2020
A Client Relationship Manager has been recognised among the 2020 Citywealth Future Leaders Top 100.
11/05/2020
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie was selected by an international panel of independent judges
11/05/2020
The list, decided by a panel of senior industry figures, provides a directory of the leading advisers and managers under the age of 40 working in the wealth management and private client sectors.
11/05/2020
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing
11/04/2020
Many of Charles Stanley’s wealth managers work with several generations of the same family, and provide a form of education for the younger members.
11/04/2020
Reports of the death of Swiss private banking are greatly exaggerated: the alpine nation is the beneficiary of a flight to safety from structurally weak nations. A new reputational risk?
11/04/2020
Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of
11/04/2020
This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).
11/04/2020
David Benson’s love of art allowed gave him a platform for making a positive difference through giving
11/04/2020
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
11/03/2020
Credit Suisse Europe Barometer: A majority of the population wants Switzerland to be more assertive toward other countries and favors the expansion of bilateral treaties
As Swiss voters see it, events such as Brexit and the ongoing pandemic have greatly weakened the EU.
11/03/2020
St. Galler Kantonalbank wants to expand digital investment advice
There is now the intention that digital investment recommendations will also be available via the SGKB app, as can be seen in a notification on Monday.
11/03/2020
Aberdeen Partners CCB International
At least 80 percent of the fund will be invested in U.S. dollar-denominated emerging market debt, including frontier market bonds, with significant exposure to Asian and China credit, an announcement on Tuesday said.
11/03/2020
OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.
OTP Private Banking operates as one of the major business lines of OTP Bank
11/03/2020
Until now, Sanctuary’s ownership has rested with its senior management and partner firms.