02/04/2020
Wealth management firms are customizing their portfolio creation to fit the particular clients and, in particular, are focusing these services on the next generation of investors and on high-net-worth investors.
02/04/2020
China’s determined pursuit of growth when investing was reflected in their average overall portfolio return of 11%, mainly due to direct private equity (19%), private equity funds (15%) and direct real estate (14%) investments.
02/04/2020
Recognition as a leader in financial services
02/04/2020
The statement continued: “All the necessary steps for this process are being taken in close alignment with the relevant authorities.
02/04/2020
The bank’s board of directors will propose a nominal value repayment of CHF 12.50 per share by reducing the nominal value from CHF 31 to CHF 18.50.
02/03/2020
The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.
02/03/2020
Wealth manager plans to axe benefits such as cruises after criticism over incentives
02/03/2020
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
Unit suffers declines in advisory and capital markets business
02/03/2020
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.
02/03/2020
The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.
02/03/2020
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.
01/31/2020
Citi Wealth Builder quickly matches customers to one of six portfolios based on their responses to questions ranging from their level of comfort with market volatility to their retirement goals and how much they’ve saved to date.
01/31/2020
In early January, we collected and corroborated enough anecdotes to form the view that the Wuhan Pneumonia could become a replay of the SARS scare in 2003.
01/31/2020
Asia is leading the way in terms of market development, product availability and so on, that’s why we’re expanding here.
01/31/2020
The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.
01/31/2020
As at the end of 2019, Deutsche Bank had recognised 70% of the anticipated cumulative costs to achieve its transformation strategy between 2019 and 2022.
01/31/2020
The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.