11/10/2023
It follows an earlier 2023 partnership, when Fondation lemania de libre passage joined with the Ecole Supérieure en Prévoyance Professionnelle for the training of brokers.
11/10/2023
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
11/10/2023
Photos from the awards ceremony held in London on 1 November
11/10/2023
Being on track, means we are backed by Connected Wealth
11/10/2023
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/10/2023
Nneka Orji, Sarah King and Shalini Khemka discuss why the vast gender gap still persists in investment and wealth management – and what can be done to close it.
11/10/2023
There were several initiatives from Northern Trust which the judges felt worthy of note
11/09/2023
Regulator has sought stronger anti-money laundering controls
11/09/2023
The annual listing recognises expert advisers within the crypto and digital assets industry.
11/09/2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.
11/08/2023
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.
11/08/2023
Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.
11/08/2023
It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.
11/08/2023
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.