11/27/2023
With inflows from new clients reaching CHF 451 million—and much of this growth originating from local clients in the French-speaking Swiss market—our key strategy of proximity to our clients continues to reap rewards.
11/27/2023
The funds face stiff competition from other active ETF managers
11/27/2023
The Group confirms that this amount was primarily related to the single largest exposure in its private debt loan book.
11/27/2023
The reasons for the decline in Vontobel shares go back almost four years.
11/27/2023
The Excellence in Institutional Fund Management Awards celebrate the very best of the profession
11/27/2023
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
The fixed price buyback offer is valid from December 4, 2023 to and including December 15, 2023.
11/27/2023
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
It will rebrand to MKC wealth
11/27/2023
Wealth management is undergoing a rapid transformation.
11/27/2023
The impact of high inflation will still be felt next year
11/27/2023
The Placing conditionally raised gross proceeds of £8 million at 22 pence per share.
11/24/2023
To execute this strategy, the firm wants experienced advisers who bring in about $1.8 million in revenue per year.
11/24/2023
The FCA notes that consumers have lost significant sums due to scams and fraud, and some firms have enabled money laundering.
11/24/2023
In recent weeks, Signa has struggled to service outstanding debts: rising interest rates and falling income from commercial space are causing problems for the Austrian investor's empire.
11/24/2023
Overall, assets fell to 795 billion francs in 2023 from 821 billion francs last year
11/24/2023
They work closely with colleagues across wealth and asset management to deliver a comprehensive, personalised service.
11/24/2023
The Helvetica Swiss Commercial fund has underperformed versus another fund from the same firm in recent years.
11/24/2023
Wealth is getting older, but what opportunities does that bring?
11/23/2023
Situational awareness said to be important attribute for adviser