08/24/2023
Being very internationally connected, Geneva wealth managers also offer investments in almost every one of the world’s countries and currencies, which opens up a very wide range of investment opportunities.
08/24/2023
lsewhere, their conviction in AI continues to improve.
08/24/2023
Swiss asset manager speaks to shareholder group about bridge financing in wake of the Liontrust takeover failing to pass muster.
08/24/2023
With sustainable investing goalposts moving all the time, wealth managers must stay on top of the changes and explain them to clients.
08/24/2023
Investor group NewGAMe has raised a complaint to the Swiss Takeover Board
08/24/2023
The Brazilian bank has acquired Magnetis, which is part-owned by Swiss wealth manager Julius Baer and is selling its stake.
08/24/2023
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 15.5 billion at end-June 2023.
08/24/2023
Capital return proposal in the amount of €2.00 per share
08/24/2023
Urs Rohner, former Credit Suisse chairman has lost what's likely his last mandate at the bank.
08/24/2023
Operationally, the business of Lombard Odier in the past half year looks unspectacular.
08/24/2023
The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals
08/24/2023
Successful cost cutting and improved margins boost earnings in the quarter to end July at Royal Bank of Canada despite higher provisions
08/23/2023
Customers are also offered account management and the processing of payment transactions as well as a physical and virtual debit card and payment services such as Apple Pay, Google Pay and Twint.
08/23/2023
It comes after last week Rock Investments wrote to the Gam board proposing short-term bridge financing should the Liontrust offer be unsuccessful.
08/23/2023
It takes a number of measures to keep defaults low, with its latest set of accounts showing that over the past decade only 0.05 per cent of loans were not repaid.
08/23/2023
Claims and lapse underwriting experienced profits and life underlying NPAT margin was 12.4 per cent.
08/23/2023
With this step, they hoped to have greater entrepreneurial freedom and more time for their main goal of having direct contact with clients.
08/23/2023
It benefitted greatly from increased interest rates.
08/23/2023
From the aftermath of the pandemic-induced economic shutdown to the evolving nature of investment avenues, here's a detailed dissection of the year's market landscape.
08/23/2023
227 year-old Swiss wealth and asset manager reveals insights into private markets appeal and sustainable investment, while forging strategic alliances with local financial institutions