02/19/2024
Ex-Credit Suisse Bankers Need Superpowers
One-third of the recruits are expected to be former Credit Suisse bankers.
Wealth and Asset Management
02/19/2024
UBS becomes a partner and campus bank of the HSG
UBS will provide substantial support to the HSG Center for Financial Services Innovation
02/19/2024
We're delighted to be supporting NatWest Group's partnership with Team GB ahead of the Paris 2024 Olympic Games.
We’re excited to be partnering with Team GB as their athletes prepare for the forthcoming Olympic Games.
02/19/2024
Butterfield to build on Credit Suisse business
The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.
02/19/2024
7IM expands MPS range on M&G Wealth Platform
The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.
02/19/2024
Ocorian joins global elite as WealthBriefing MENA awards winner
Each of the award categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
02/16/2024
Rockefeller family’s wealth advisory firm expands into Richmond after luring team from Truist
Rockefeller Global Family Office launched its first local operations earlier this month.
02/16/2024
DBS focuses on wealth continuum in Thailand, trims brokerage business
The Singaporean bank has communicated its ambitions for onshore Thailand, outlining its plans to rely on technology and hire experienced bankers in the country at a press briefing.
02/16/2024
There are sales rumors surrounding the Swiss private banking unit
There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.
02/16/2024
Citi wealth management pushes private bankers to record client calls - FT
Private bankers now submit call reports on conversations with clients and are expected to speak with them every 90 days.
02/16/2024
ZEDRA’s new flagship London location reaffirms growing presence in UK Capital
This new location at Birchin Court not only enhances our operational efficiency, it enables us to offer a seamless experience to our clients, and supports our continuous growth.
02/15/2024
Citigroup starts tracking how often private bankers call clients
They have also been encouraged to contact each of their clients at least once every 90 days
02/15/2024
Morgan Stanley laying off hundreds in wealth management unit, source says
The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions
02/15/2024
Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology
The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.
02/15/2024
Annual results for 2023 BKB Group: Strong operating result due to profitable growth
The strong result means that the five targets of the strategy period that runs until 2025 have already been achieved after two years.
02/15/2024
Bank Zimmerberg is successfully navigating the interest rate turnaround
Thanks to the change in interest rates , Bank Zimmerberg, which operates primarily on the left bank of Lake Zurich, was able to significantly increase its operating income last year.
02/15/2024
Successful Thurgauer Cantonal Bank
Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange
02/15/2024
Bank Cler increases business success and annual profits
The good operating result strengthens the capital base and thus the security and stability of the bank.
02/15/2024
ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023
Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.
02/15/2024
Channel Islands stand out amongst finalists in Citywealth Powerwomen Awards 2024
These awards, established over a decade ago by multi award winning businesswoman Karen Jones – founder and CEO of Citywealth – recognise the excellence of women in the wealth sector.