10/31/2019
Guy de Picciotto: «You Can Still Earn Decent Money»
Is it important to be a Swiss bank there?
Wealth and Asset Management
10/31/2019
EFG International opens advisory office in Dubai
The UAE is already an important market for EFG and the new presence will enhance its ability to serve the region’s HNWI client segment by providing advisory services from the DIFC, as well as capture important market opportunities.
10/31/2019
Barclays Launches Impact Banking Unit as Investors Demand More Than Market-Beating Returns
Banks from UBS to Citigroup have been boosting their so-called impact funds, in response to customer demand for investments that seek profit and social good.
10/31/2019
Rhodes Wealth Management doubles clients after merger
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
SNB records CHF 51.5 billion profit in nine months
The results were driven by profits of CHF 42.7 billion from foreign currency positions.
10/31/2019
Financial Network Championing Diversity Launches in Asia
We want to inspire and empower women, as well as demonstrate the benefits of gender equality
10/31/2019
Ex-UBS advisers launch new wealth management firm
Independent Wealth Management Firm Parcion Private Wealth Launches to Service High-Net-Worth Business Owners
10/31/2019
Swiss Banks Fight for Talent Amid ‘Tsunami’ of Brazil’s Rich
UBS and Credit Suisse both said they’re hunting for more additions as demand surges for financial advice and new types of investments in the South American nation.
10/30/2019
Seven wealth managers' top ESG fund picks
We asked seven wealth managers to pick their favourite ESG funds in this growing market.
10/30/2019
A Wealth Tax Is Simply Un-American
It would make the U.S. less hospitable to the most visionary entrepreneurs.
10/30/2019
Allfunds becomes DBS fund platform provider
Wealthtech provider will provide access to third-party mutual funds
10/30/2019
Sanctuary Wealth buys NorthView in debut purchase
Sanctuary founder and CEO Jim Dickson said: “Today we are pleased to announce our presence in the M&A space with the addition of a terrific team.
10/30/2019
Schroders sells stake in UK fund house
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners
10/30/2019
Credit Suisse profit soars and beats expectations
Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.
10/29/2019
Noah Holdings Limited to Hold 2019 Annual General Meeting on November 27, 2019
Holders of record of our ordinary shares at the close of business on the Record Date are entitled to attend the AGM and any adjournment or postponement thereof in person.
10/29/2019
Advisor Insider: No need to be so negative
If you are asking for money to consume it today (government spending) and return it to me tomorrow, this incurs a cost.
10/29/2019
Credit Suisse: Honorary President wants to overthrow presidents
Good means that Rohner will give up his presidency before 2021
10/29/2019
Building Portfolios: Diversification, Wealth Protection, Risk Management and Gold
Gold is an emotional commodity,” he commented, “but remember that gold over a 50-year period has performed well in comparison to mainstream financial assets and almost all major fiat currencies.
10/29/2019
Profit down for HSBC Bank Canada in Q3
Retail banking and wealth management enjoyed revenue growth
10/29/2019
Natixis Model Portfolios added to Merrill Lynch Investment Advisory Program
The strategic allocation for the models is made of high conviction, actively managed strategies and is rebalanced annually, while tactical views are applied mainly through passive strategies with a three to six month outlook.