The Six and a Half Lives of Thomas Gottstein
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.
Wealth and Asset Management
15529 articles found
Two China Banks Fined Over Wealth Management Violations
China Everbright Bank was filed 8.3 million yuan (US$1.25 million), while Bank of China was fined 6.6 million yuan
Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group
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.
Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List
These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.
Private banking: Here’s how it works
Private banking typically entails a private banker helping a customer with only their banking.
How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack
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.
Julius Baer to expand into Qatar to drive the next phase of growth in the Middle East
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.
Lombard Odier builds sustainability fund for Kantonalbank
Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.
Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022
The awards were presented on June 02 at a gala evening in Singapore.
Intesa will scout for banks to buy as Ukraine implications become clearer
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.
J.P. Morgan Nabs Ex-UBS Bankers and Their Rolodexes
Both Cataldi and Tisseuil most recently worked for UBS, the world's largest private bank.
Issue planned for Credit Suisse Real Estate Fund LogisticsPlus
The proceeds of the issue will be used to further expand and diversify the existing real estate portfolio.