12/06/2018
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
How the fastest growing and most successful firms are leveraging technology to drive bottom line results
12/06/2018
Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.
12/06/2018
Robert Donald spent four years at George Soros’s hedge fund-turned-family-office
12/06/2018
Franco Citterio, head of the banking association in the Italian-speaking southern Swiss canton of Ticino, has also noticed the trend.
12/06/2018
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling
12/06/2018
The rapid growth in the number of loan providers, from private banks to specialist lenders, could transform the art market’s relationship with the financial markets
12/06/2018
Video series aims to debunk myths about the investment advisor role
12/06/2018
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
12/05/2018
Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.
12/05/2018
The entities can leverage parents’ wider network of clients
12/05/2018
Before Beijing changed the rules earlier this year, overseas banks were only allowed to hold minority stakes of up to 49% in their Chinese securities businesses — a restriction that drew complaints from top US firms.
12/05/2018
New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint
12/05/2018
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.
12/05/2018
Taking a closer look at Pictet Asset Management's Digital fund.
12/05/2018
Deal expected to give consultants and clients access to broader, deeper global research and specialist resources
12/04/2018
The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.
12/04/2018
Northern Trust is committed to delivering quality alternative investment opportunities for our clients in the most efficient and secure manner available.
12/04/2018
Assets under management in U.S.-based socially responsible investing strategies climbed to $12 trillion at the start of 2018.