06/08/2022
Research shows that wealth management businesses have set plans to almost quadruple assets under management and increase revenues by 60% by 2025 relative to 2021 levels in Asia, which is the primary center of operation for these firms.
06/08/2022
If bank boss Thomas Gottstein were a tomcat, says a good Credit Suisse (CS) insider, six and a half of his life would have been forfeited.
06/07/2022
China Everbright Bank was filed 8.3 million yuan (US$1.25 million), while Bank of China was fined 6.6 million yuan
06/07/2022
Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.
06/07/2022
Julius Baer has therefore hired Slim Bouker to support its ambition to expand into Qatar and lead the Advisory Office, once all regulatory approvals for the office and for his appointment are in place.
06/07/2022
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
06/07/2022
Private banking typically entails a private banker helping a customer with only their banking.
06/07/2022
This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.
06/07/2022
Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.
06/07/2022
The awards were presented on June 02 at a gala evening in Singapore.
06/07/2022
In an interview with Swiss financial news website finews.ch, Corcos said Fideuram would look to buy either single private banks or teams of bankers.
06/07/2022
Both Cataldi and Tisseuil most recently worked for UBS, the world's largest private bank.
06/07/2022
The proceeds of the issue will be used to further expand and diversify the existing real estate portfolio.
06/07/2022
'Reconfigure the investment landscape'
06/07/2022
Initially, both firms will retain their separate identities, and Brook Financial will continue to operate from its office in Ilminster
06/06/2022
This may result in investors more likely to move assets to firms that offer robust advice offerings.
06/06/2022
The awards, presented at a ceremony in Singapore, recognise outstanding achievements and progress across the Asia wealth management sphere during the last year.
06/05/2022
Matthias Geissbühler explained why he expects the stock market slide to continue, his preferred Swiss stocks, and the circumstances under which he could increase bond allocations.
06/05/2022
This reflects unprecedented market conditions characterised by higher levels of overall market volatility, including exceptional share price fluctuations of selected large-cap companies around their fourth quarter 2021 as well as their first quarter 2022
06/05/2022
Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography