03/29/2023
Hong Kong, as an international asset and wealth management centre, has a clear competitive advantage to serve the sophisticated needs of global business families and their family offices as they look to expand their operations in Asia and beyond.
03/29/2023
Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.
03/28/2023
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
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
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.