04/06/2023
Through this collaboration, both companies have come forward to deliver a superior technology solution, which seamlessly consolidates portfolios across multiple accounts and investments for family offices.
04/06/2023
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
Singapore’s political stability, transparent government policies and pro-business environment remain intact, said Citibank Singapore CEO Brendan Carney.
04/05/2023
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
In the first reaction to offering these certificates, the Commercial International Bank issued a certificate for a period of 3 years, with a return of 22%, to be paid monthly.
04/05/2023
The winners of this year's awards are those banks that carefully monitored the needs of their customers in challenging markets and offered a wide range of services and achieved strong results, while setting the stage for further growth.
04/05/2023
Like many other wealth managers, it reported a decline in fee-generating assets to 31.5 billion francs from 38.9 billion a year ago, most of it the result of a challenging environment on many fronts last year.
04/05/2023
Quilter also reported a drop in the total restricted Financial Planners from 1,623 in 2021 to 1,502 at the end of 2022
04/05/2023
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Five J.P. Morgan advisors named America’s Top Wealth Advisors
04/05/2023
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
It was also named as the Best Bank for the Ultra-High Net Worth clients.
04/04/2023
RMB Private Bank won two awards for the Best Bank for Ultra High Net Worth Individuals and Best bank for ESG Investing in South Africa.
04/04/2023
UBS's forced takeover of Credit Suisse announced a little over two weeks ago, is also likely to have an impact notwithstanding Standard Chartered's current strong sweet spot in the mass affluent market.