04/25/2022
Zürcher Kantonalbank made its API interfaces available in November 2021 via SIX bLink. External asset managers can thus display customer portfolios in their third-party systems, as was further learned.
04/25/2022
The bank has signed an initial ten year lease agreement for the building in Geneva.
04/25/2022
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
04/25/2022
Providing bespoke strategic management support to international clients since 1996
04/25/2022
A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street
04/22/2022
This marks the fourth city in mainland China that HSBC has rolled out a private banking business including Beijing, Shanghai and Guangzhou.
04/22/2022
To be sure, the potential pool of customers for banking and wealth management growth in Southeast Asia is huge.
04/22/2022
J. Safra Sarasin was another, reeling in «record net new assets» of 15 billion francs last year.
04/22/2022
Article 8 fund
04/21/2022
The company says it is responding to increasing regulatory pressure on firms to identify and fairly treat financially vulnerable clients.
04/21/2022
It features meeting rooms for investment committees, a newsroom and a library.
04/21/2022
Stock markets are back to where they were before Russia’s invasion of Ukraine, turning in a relatively solid performance in March.
04/21/2022
The best wealth managers offer a broad range of financial services which relate to a client’s circumstances.
04/21/2022
SEI Investments Company today announced financial results for the first-quarter 2022
04/21/2022
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.
04/21/2022
The firm’s new advice-only program is aimed at institutional and ultra-high-net-worth investors with at least $25 million to invest.
04/21/2022
PIMFA’s Financial Crime Conference to be first in-person conference since Covid pandemic
04/21/2022
The firm currently manages $165 million in Assets under Management.
04/20/2022
Our resilient overall performance throughout this period has underlined both the strength of our advice-based model and demonstrated the potential of our transformed business.
04/20/2022
Ad hoc announcement pursuant to article 53 LR