02/25/2022
Julius Baer sells 50% stake in major Mexican wealth manager
The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.
02/25/2022
The WealthiHer Network is a leading professional network
02/25/2022
With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.
02/25/2022
As the world's largest private bank, UBS is regularly exposed to the problem of margin calls.
02/25/2022
Sberbank accounts for 32.6% of Russia's total bank assets.
02/25/2022
Lineage Group also assists families with advice about how to use their wealth to support social causes.
02/25/2022
With the full extent of new sanctions unclear following Russia's invasion of Ukraine, Switzerland's specialists in Russian clients share their expectations for the industry's future.
02/24/2022
Brooks Macdonald manages about £17bn and 7IM just over £20bn.
02/24/2022
Banks are paying record bonuses for 2021, aimed at attracting and retaining key managers, a trend recently underscored by Credit Suisse CEO Thomas Gottstein.
02/24/2022
During 2021 we achieved record gross and net flows and these, together with positive investments markets
02/24/2022
Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.
02/24/2022
The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.
02/24/2022
Our financial results for 2021 are strong
02/24/2022
Unpick pay structures and pensions before making plans – Matthew Brown
02/24/2022
Finary wants to build a private bank from scratch with a different set of founding principles.
02/24/2022
The research paper examines how growing differences across generations
02/23/2022
The Ameriprise Women’s Empowerment (WE) Network that offers mentorship opportunities, training, education and networking events.
02/23/2022
The combined firm will operate under the Cerity Partners name.
02/23/2022
EFG International reports full-year 2021 results Net profit of CHF 205.8 million (+78%); NNA at +5.5%; dividend of CHF 0.36 (+20%)
02/23/2022
BLKB is on course and has reached important milestones, particularly in terms of consulting skills.