12/15/2022
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects
12/15/2022
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/14/2022
This recognition is a testament to the team’s ability to collaborate and provide solutions to their clients, empowering them to pursue what matters most to them.
12/14/2022
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
Barclays Private Bank has been operating in Switzerland since 1986.
12/14/2022
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
12/14/2022
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.
12/14/2022
Bobst has been on the AKB supervisory board since the end of 2020; the fact that he can now move up for Egloff caused discord in advance.
12/14/2022
The fund will invest in Swiss houses and apartments and has a partnership with MoneyPark.
12/14/2022
'Inherent business inefficiencies'
12/14/2022
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
12/13/2022
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
12/13/2022
The establishment of the DIFC branch is a key initiative to further expand its client franchise and the footprint of its relationship managers.
12/13/2022
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
12/13/2022
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital
12/13/2022
Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.