08/21/2023
ZKB – Hüst und Hott at branches?
This is no small matter - and contrasts with the cuts in the branch network of the Zürcher Kantonalbank in recent years.
08/21/2023
This is no small matter - and contrasts with the cuts in the branch network of the Zürcher Kantonalbank in recent years.
08/21/2023
The unit has teams specializing in wealth planning, market analysis and strategy, and investment solutions.
08/21/2023
The purchase aimed to broaden Goldman's client list beyond the ultra-rich, but the unit has remained a small part of the bank's wealth business.
08/21/2023
The team has grown over the years to now include 16 advisors and 12 support staff members, all with a passion for helping others improve and maintain their financial achievements.
08/21/2023
Dual-industry surveys reveal some big challenges ahead.
08/21/2023
Following feedback from financial advisers
08/18/2023
These new additions join the bank's existing hubs in Sheung Shui, Central, Kowloon Tong in Hong Kong, and Guangzhou in mainland China.
08/18/2023
Firm returns to India private banking with Credit Suisse deal
08/18/2023
David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market
08/18/2023
The total amount would match the Liontrust loans of approximately CHF 20m and lending terms for the NewGAMe funding would reflect a transaction entered into at arm's length.
08/18/2023
The Ellevest CEO is over criticisms about how women make and spend their money.
08/18/2023
Sereyjol-Garros has a background in quantitative strategies and structured products.
08/18/2023
By utilising additiv’s platform, financial or non-financial brands can access wealth, insurance and credit solution creating unique value propositions.
08/18/2023
Push into social markets and bonds
08/18/2023
Quilter will provide education, materials, and webinars as part of deal
08/18/2023
Increased holding in GAM
08/17/2023
Quilter itself is in the process of adopting the CLEAR principles for all the client-facing materials it produces
08/17/2023
Ninety-four per cent of providers claim to deliver ‘top’ performance
08/17/2023
The reorganization now underway in Switzerland
08/17/2023
With a business success of CHF 156.3 million and a half-year profit of CHF 133.0 million, it achieved new records.