04/11/2023
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
As the uncertainty that beset markets in 2022 continues into 2023, the importance of adopting a global perspective can’t be overstated.
04/11/2023
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Global stocks rose after government intervention helped calm market jitters.
04/10/2023
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/10/2023
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/10/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/10/2023
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including telephone, virtual and in-person due diligence interviews, revenue trends, assets under management and compliance records.
04/06/2023
Rising rates have been painful for high-growth oriented companies with elevated cash burn rates.
04/06/2023
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
Through this collaboration, both companies have come forward to deliver a superior technology solution, which seamlessly consolidates portfolios across multiple accounts and investments for family offices.
04/06/2023
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
Singapore’s political stability, transparent government policies and pro-business environment remain intact, said Citibank Singapore CEO Brendan Carney.
04/05/2023
The joint venture will offer Lido's portfolio management strategy, specifically its innovative real estate and hedging strategies, to the Bank's domestic and international high-net-worth clientele.
04/05/2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.