11/02/2017
Lombard Odier manages a third of its client assets of 242 billion Swiss francs for customers based in Switzerland, a third for Europe-based customers and a third for wealthy people in new markets, which include Asia.
11/02/2017
AFS was founded more than 25 years ago and is based in Glasgow and Edinburgh.
11/02/2017
Who’d been promoted from private banker to private wealth manager in 2008.
11/02/2017
He spent six years as a wealth manager in Credit Suisse’s private client services department.
11/02/2017
Credit Suisse continues to “strategically” hire “quality” senior bankers as it aims to become the “entrepreneurs’ bank” in Asia, says a Singapore-based spokesperson.
11/02/2017
It is the latest Swiss bank to cement its presence in Luxembourg, following moves by competitors like Julius Baer and J. Safra Sarasin.
11/02/2017
The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 41 cents per share.
11/02/2017
This recognition is testimony to our solid track record of providing bespoke solutions that are globally relevant.
11/02/2017
The rise was driven by improvement at its international wealth-management unit.
11/02/2017
Less than 4 percent of firms oversee 60 percent of all assets in the channel.
11/02/2017
In a challenging context, our wealth management connected activities had a very strong quarter alongside resilient performance in GM and IBCM.
11/02/2017
The regulations came in the tail of the 2008 global financial crisis and now require UK banks to keep current and savings accounts separate.
11/01/2017
Old Mutual Will Go Through A “Managed Separation” Process
11/01/2017
A great number of successful business owners are not maximizing their personal wealth.
11/01/2017
As at end-September 2017, the SNB recorded a profit of CHF 33.7 billion, before the allocation to the provisions for currency reserves.
11/01/2017
Fidelity Private Investment Program offers disciplined investment approaches for high-net worth investors.
11/01/2017
Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June
11/01/2017
Decisions Of Top Graduates Emerge As Sound Contrarian Indicator
11/01/2017
Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically
11/01/2017
Global consultancy firm Capgemini defines high net worth individuals as those with investable assets of $1 million or more, excluding their primary residence, collectibles and consumables.