08/17/2022
Starting this year, the bank will kick off the plan with targets that include the doubling of relationship managers and clients, the tripling of assets and extended reach to new cities.
08/17/2022
Post the global pandemic, the business in India’s wealth management segment has improved in a pronounced manner.
08/17/2022
This comes at a time where various organisations have shown phishing to be at a high.
08/17/2022
The New York-based wealth firm has boosted assets under management fivefold since 2018 to $90 billion.
08/17/2022
The stable and broadly diversified client base led to a net new money inflow of CHF 0.2 billion.
08/17/2022
The new entity targets institutional investors, and is in the process of acquiring a licence.
08/17/2022
Despite the positive inflows, assets under management globally fell 9 percent to 46.5 billion francs with 4.8 billion francs attributed to negative market performance.
08/17/2022
Last semester, Eastern Switzerland enterprises have benefited from full order books.
08/17/2022
The team at LGT recognised an increasing use of mobile and an increased frequency of access to their online client portal accounts.
08/17/2022
Continuing to be recognised as a leading IFC even after the turbulent couple of years that we have all experienced underlines Jersey’s resilience and adaptability, as well as the extensive pool of talent, skill, and expertise that makes up and stren
08/16/2022
They’re the latest wealth managers to leave one of the big banks and go independent, a career route that is increasingly popular with many financial advisors.
08/16/2022
The China Securities Regulatory Commission told the Swiss bank it will wait until those positions are filled before conducting any on-site inspection, the final step required before business expansion.
08/16/2022
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.
08/16/2022
This decision completes the separation between the shareholders of two important players in the Swiss real estate market.
08/16/2022
The firm told FTAdviser that the scheme will go live in the “near future”, with no exact date set.
08/16/2022
It generally banks with ultra high net worth individuals who have investable assets of Rs 25-100 crore, even though a customer could start an account with Rs10 crore.
08/16/2022
Leger is bringing Michele Perone along with him from his previous employer to support him in Zurich.
08/15/2022
Khan, who joined UBS in 2019 to co-head its flagship division, will take over when co-president Tom Naratil steps down in October
08/15/2022
Now in their twelfth year, the Citywealth IFC Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.
08/15/2022
Next-gen partnership with close to $800 million AUM is Sanctuary's third this year from UBS