11/20/2023
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The bank considers itself a pure-play private bank with a focus on wealth management, which is generally light on the balance sheet side.
11/20/2023
Most foreign banks still rely on in-branch wealth planners to serve clients in China.
11/20/2023
The Crossinvest group has over CHF 3bn in assets under management.
11/20/2023
Maybank said the launch will make it the first lender in Singapore to offer "end-to-end Islamic wealth solutions"
11/17/2023
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/17/2023
Investec looks set to meet its full-year targets, despite the choppy economic backdrop
11/17/2023
The awards came just months after Coutts apologised for debanking GB News presenter Nigel Farage.
11/17/2023
As a result, they remain stuck in a place that may be comfortable but that probably isn’t generating the success they know they could achieve.
11/17/2023
Partnership will allow Bordier to leverage Sygnum’s institutional-grade custody, risk management and off-balance sheet digital assets
11/17/2023
This partnership will offer unrivaled opportunities for BIDV’s Private Banking clients to experience the most high-end services and connect with global elites through Edmond de Rothschild’s unique ecosystem in Europe.
11/17/2023
Julius Baer Group and Kairos’ co-shareholders have agreed to sell 100% of Kairos to Anima Holding. Closing of the transaction is expected in spring 2024.
11/17/2023
In addition to this delisting, the EGM approved the distribution of an extraordinary dividend of CHF 0.23 per share, paid out of the Company’s reserves.
11/17/2023
This marks the fifth acquisition by EFE over the past thirteen months and continues the expansion of the firm’s wealth planning capabilities across key regions nationwide.
11/17/2023
The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony.
11/17/2023
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
After largely avoiding heavy penalties over the last few years, Oxford Risk has warned the wealth sector could see a sharp rise in fines following the introduction of consumer duty.