04/17/2023
Along with partners Mary Guza and Diana L. Chaney, Ricca explains how their group’s structure benefits both clients and younger colleagues, and what investors should look for in an advisor.
04/14/2023
As is usually the case, we did not find anything too surprising in the minutes, but they still provide useful details on the conversations that took place at the meeting.
04/14/2023
The new French Nexus, launched in partnership with the firm’s owner Société Générale, will offer clients a bespoke service delivered in either French or English.
04/14/2023
2022 was a difficult investment year, presenting a challenging market environment. Nevertheless, turnover in the Swiss market for structured products proved to be stable, as structured products offer investment opportunities even in volatile market situat