SJP’s Policy Services turns a profit
It continues to invest in the infrastructure and staff levels to support long-term growth plans.
Wealth and Asset Management
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Rockefeller Welcomes The Mendoza Group to its Rockefeller Global Family Office
Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.
TWP Wealth to Join forces with Asset Manager
TWP’s current management team and staff will spearhead Irwin Mitchell’s wealth management arm and join forces with IM Asset Management which currently provides a full suite of financial planning and investment management services.
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
Why Wealth Managers Have Troubles Finding Senior Executives
The largest banks in the world have been from China for at least a decade now.
Why Wealth Managers Have Trouble Finding Senior Executives
They may have significant investment banking or asset management franchises
LGT hunts for multi-asset PM in Zurich
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
Credit Suisse's De Ferrari In First Interview as Wealth Management Head
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
New research reveals different generational attitudes towards wealth management
This contrasted with 55–65 year old respondents who valued guidance on investment management the most highly.
Another bank boss rejects the top position at CS
Zeno Staub has been head of the Zurich Vontobel Group for more than ten years, making him one of the longest-serving bank bosses in Switzerland.
The chief dilemma of the Swiss big banks
Actually, one would think that it would be easy to find top executives for big banks like UBS or Credit Suisse (CS).
CIBC reports Q2 profit down from year ago, wealth management profit up 20%
CIBC’s Canadian commercial banking and wealth management business earned $480 million for the quarter