EFG announces the nomination of Philip Lofts as a new member of the Board of Directors
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
Wealth and Asset Management
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Why now could be the best time to be ISA ready
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.
Lombard Odier establishes a Corporate Advisory centre of expertise
In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.
EFG publishes agenda for its Annual General Meeting 2023
As previously announced, Susanne Brandenberger and Steven Jacobs are not standing for re-election at the forthcoming AGM.
A quarter of savers plan to switch banks because of interest rate differentials shares
Representative Comparis survey on bank interest rates
Shore Capital predicts Rathbones share jump despite ‘little growth’
Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.
Digital Customer Experience and Wealth Management: time to act
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
M&G Wealth adds CGT tool to platform
The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.
Insecurity Spreading Among UBS Bankers
This is causing increasing uncertainty among the rank and file despite assurances from UBS's top management
WMI and the Private Banking Industry Join Forces to Strengthen Singapore’s Position as a Philanthropy Hub
The IPP, supported by the Monetary Authority of Singapore (MAS), will create a dedicated series of events and research publications to build greater awareness and momentum for philanthropy and newer models of giving such as venture philanthropy and impact
StanChart to Sell Jordanian Business
The sale is part of broader plans announced in April 2022 to exit seven markets in Africa and the Middle East.
EFG Further Strengthens its Business In Asia Pacific and Announces a Strong Line-Up of New CROs in the Region
Hong Kong represents one of EFG’s core markets in the Asia Pacific Region.