03/29/2023
Credit Suisse bankers and clients courted by Swiss rivals
Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil
Wealth and Asset Management
03/29/2023
UBS: Kelleher's Daring High Stakes Coup With Ermotti
All eyes are now on Sergio Ermotti, the proverbial prodigal son returning to UBS as CEO to put it on the road to success in its new and mind-boggling dimension.
03/29/2023
Ex-ZKB boss left office with wage increase
Scholl's total remuneration is broken down into a salary and variable remuneration of CHF 1.69 million as well as pension benefits and other remuneration of CHF 957,361.
03/28/2023
Credit Agricole Launches Onshore China Unit
The unit, which began operations on March 10, is called Credit Agricole (Beijing) Advisory Services and will be overseen by Huai Yang as its head.
03/28/2023
Swiss Financial Center is Facing a Crisis of Conscience
Even politicians and high-ranking officials are exercising unusually clear self-criticism and calling for a shake-up.
03/28/2023
Rich offered wealth of opportunity as city charts its own course
There is more to being a financial centre than just a tax haven or private banking hub, and Hong Kong can help wealthy families channel their billions towards worthy socio-economic causes
03/28/2023
Chase Buchanan Private Wealth Management Partners To Provide Expert Advice to Expats
Chase Buchanan Wealth Management forms partnership with Your Overseas Home
03/28/2023
Interest rates rise but the peak could be close
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.
03/28/2023
Why now could be the best time to be ISA ready
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.
03/28/2023
EFG announces the nomination of Philip Lofts as a new member of the Board of Directors
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
03/28/2023
Lombard Odier establishes a Corporate Advisory centre of expertise
In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.
03/28/2023
EFG publishes agenda for its Annual General Meeting 2023
As previously announced, Susanne Brandenberger and Steven Jacobs are not standing for re-election at the forthcoming AGM.
03/28/2023
A quarter of savers plan to switch banks because of interest rate differentials shares
Representative Comparis survey on bank interest rates
03/28/2023
Insecurity Spreading Among UBS Bankers
This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management
03/28/2023
Shore Capital predicts Rathbones share jump despite ‘little growth’
Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.
03/28/2023
Digital Customer Experience and Wealth Management: time to act
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
03/28/2023
M&G Wealth adds CGT tool to platform
The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.
03/28/2023
WMI and the Private Banking Industry Join Forces to Strengthen Singapore’s Position as a Philanthropy Hub
The IPP, supported by the Monetary Authority of Singapore (MAS), will create a dedicated series of events and research publications to build greater awareness and momentum for philanthropy and newer models of giving such as venture philanthropy and impact
03/27/2023
StanChart to Sell Jordanian Business
The sale is part of broader plans announced in April 2022 to exit seven markets in Africa and the Middle East.
03/27/2023
EFG Further Strengthens its Business In Asia Pacific and Announces a Strong Line-Up of New CROs in the Region
Hong Kong represents one of EFG’s core markets in the Asia Pacific Region.