07/01/2021
Credit Suisse: Antonio Horta-Osório's Seven Seals
Credit Suisse insiders also note that Antonio Horta-Osório hardly joined the Zurich-based bank in order to turn around and orchestrate its sale
07/01/2021
Credit Suisse insiders also note that Antonio Horta-Osório hardly joined the Zurich-based bank in order to turn around and orchestrate its sale
07/01/2021
In her new role, which combines Wong's responsibilities, Lim will oversee discretionary, funds and ETFs in Asia.
07/01/2021
Nobody thinks that any one of us is extraordinary but as a whole, we are relatively strong.
07/01/2021
Wealth-X Launches the Ninth Edition of the “World Ultra Wealth Report”
07/01/2021
The bank this month also said it's buying UK robo-advisor Nutmeg, which oversees some $4.9 billion for around 140,000 investors
07/01/2021
The result is that U.S.-based fund manager BlackRock moves up into the top position with a 5.4-percent share.
07/01/2021
The legal merger was approved by Van Lanschot Kempen’s shareholders at the AGM of 27 May 2021.
07/01/2021
Commenting on the deal, Lee Hartley, chief executive officer of Fairstone, said: “We are delighted to complete the final acquisition of ASM Financial Planning, having worked closely with them throughout the integration phase.
07/01/2021
The former chief of Merrill Lynch brokers uses analyst's choice of Bank of America shares as example of also-ran thinking but her maverick approach with Ellevest may be declining.
07/01/2021
Was founded in 2019 by ex-Julius Baer banker Ali Jamal
07/01/2021
The transaction, which is an asset deal, is subject to the approval of the relevant regulatory bodies and is expected to be completed in the fourth quarter of 2021.
07/01/2021
Gordon Neilly will join the board at Parmenion following the conclusion of the deal with Preservation Capital Partners
07/01/2021
We win two sustainable investing awards for our work tackling climate change and helping clients build a better future – hot on the heels of a similar accolade last month
07/01/2021
The company’s founder is Ali Jamal
06/30/2021
Interviews with advisors who were passionate about the arts and then pivoted to wealth management show the transition can be smoother than one might expect.
06/30/2021
The Citywealth Brand Management & Reputation Awards shines a spotlight on the corporate brands who are pioneering in the wealth management industry.
06/30/2021
Since Vontobel bought into it in 2015 TwentyFour’s assets under management have grown to 24.2 billion francs ($26.3 billion) from 6.4 billion.
06/30/2021
The aim was to create around 30 new roles and enhance our range of wealth solutions and services.
06/30/2021
Grin says that some of the clichés around spendthrift athletes are true.
06/30/2021
Swiss bank considers consolidation of separate businesses