03/28/2023
There is more to being a financial centre than just a tax haven or private banking hub, and Hong Kong can help wealthy families channel their billions towards worthy socio-economic causes
03/28/2023
Chase Buchanan Wealth Management forms partnership with Your Overseas Home
03/28/2023
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.
03/28/2023
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.
03/28/2023
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
03/28/2023
In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.
03/28/2023
As previously announced, Susanne Brandenberger and Steven Jacobs are not standing for re-election at the forthcoming AGM.
03/28/2023
Representative Comparis survey on bank interest rates
03/28/2023
This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management
03/28/2023
Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.
03/28/2023
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
03/28/2023
The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.
03/28/2023
The IPP, supported by the Monetary Authority of Singapore (MAS), will create a dedicated series of events and research publications to build greater awareness and momentum for philanthropy and newer models of giving such as venture philanthropy and impact
03/27/2023
The sale is part of broader plans announced in April 2022 to exit seven markets in Africa and the Middle East.
03/27/2023
Hong Kong represents one of EFG’s core markets in the Asia Pacific Region.
03/27/2023
While the regulator intervened with the bank very early on and initiated numerous procedures, Credit Suisse cooperated poorly and refused to draw the necessary consequences.
03/27/2023
That Lombard Odier refrained from its customary pre-announcement of a designated partner is an indication of the nervousness accompanying the personnel change, and all the more remarkable since Fehr's departure from Credit Suisse has been known for s
03/27/2023
Firm has received in-principle approval to open an office in the Dubai International Financial Centre
03/27/2023
Five-Year Extension Reflects Strength and Longevity of Strategic Partnership
03/27/2023
Analysts have downgraded UBS from ‘buy’ to ‘hold’, saying the acquisition of Credit Suisse throws up considerable short-term integration risks, but looks ‘attractive’ on a three-year view.