05/01/2023
This significant achievement follows the bank’s successful transformation into a Qatari public shareholding company by listing its shares on the Qatar Stock Exchange and the commencement of trading on February 21, 2023.
05/01/2023
Roles visible on the Credit Suisse website include wealth management relationship managers and a Swiss franc fixed income portfolio manager.
05/01/2023
Having completed the purchase of UBS’s offshore Swiss wealth unit Swiss Financial Advisers, Vontobel is looking to grow strategically across North America.
05/01/2023
Asset manager pushes beyond 5% position in Swiss group, according to most recent filing.
05/01/2023
Social Security’s 2023 Trustees Report states that Social Security’s total costs are projected to be higher than its total income in 2023 and all later years, meaning trust fund reserves will be tapped so that beneficiaries can receive full pa
04/28/2023
This was a fabulous opportunity to show that across the generations, entrepreneurs with different personalities
04/28/2023
The Flemings manage the wealth of the world's leading families and have themselves faced all the challenges an affluent family might expect
04/28/2023
The ensuing recalibration of expectations dragged markets through another bout of anxiety, only for investors to be assaulted, yet again, by a veritable banking crisis.
04/28/2023
The head of LGT customer business, Andreas Loretz, had previously discussed expansion in Germany.
04/28/2023
NatWest Group’s strong performance in Q1 2023 is underpinned by our robust balance sheet
04/28/2023
Accelerates Deutsche Bank’s Global Hausbank Strategy. Establishes Leading Force in UK Investment Banking
04/28/2023
The NatWest subsidiary posted operating profit of £133m for the first three months of the year, driven by a 37% year on year increase in total income to £80m.
04/28/2023
This year, Lombard Odier was awarded the "long-time quality leader" prize
04/28/2023
Sources told Citywire that several key exits were linked to concerns that Investec W&I was moving towards a more prescriptive, centralised model, which the firm’s new CEO has denied.
04/28/2023
Part of consolidation programme
04/28/2023
The stake was acquired before CI Private Wealth was established and is not congruent with its partnership model
04/28/2023
The wealth management and Financial Planning sectors have seen a wave of mergers and acquisitions over the past fews with some weeks seeing several takeovers announced.
04/27/2023
Total operating income was CHF 190.6 million, an increase of 8.8% on the previous year.
04/27/2023
Against the backdrop of a challenging environment, costs and controls will continue to be areas of significant focus.
04/27/2023
Coutts CEO, Peter Flavel, reflects on recent discussions with fellow B Corp CEOs and how an inclusive culture can help build greater change in businesses and markets.