SVB Financial Parts Ways with Private Wealth Head DeChellis
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.
Wealth and Asset Management
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Brown Brothers Harriman’s Center for Women & Wealth Launches The Owners’ Council
The Council creates a forum for a select group of 100 business owners and c-suite executives to exchange ideas and support each other's success
Ultima Capital : publishes half-year 2022 results
Ultima Capital SA publishes half-year 2022 results highlighting its growth and profitable business model
Head of Credit Suisse Ticino: "Not just a bank on paper"
One explanation for this could be the type of customers the bank has there. Many of them are family businesses in traditional industries such as agriculture, tourism and granite quarrying, which value the bank's 110-year presence in the canton.
Titanbay And Mercer Increase Non-public Markets Collaboration
Wealth managers and personal banks utilizing the Titanbay platform could have entry to Mercer’s fund scores and funding due diligence summaries on funds supplied on the platform, the agency mentioned.
ONE swiss bank – SUSTAINABILITY REPORT 2022
This report constitutes a first step for ONE towards its goal of becoming a more sustainable company.
Group annual results published by investment managers
For the overall Group, the results show revenue of £122.2 million, up 3.4% the previous year. Group Funds Under Management slightly decreased at £15.7 billion as net flows were offset by the impact of declining markets on asset values.
Accuro Rewarded “Highly Commended” Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.
One Swiss Bank overhauled salaries after employee ‘dissatisfaction’
The bank has published its first sustainability report and plans to link executive pay to sustainability goals.
First Republic Reports Third Quarter 2022 Results
This quarter’s results demonstrate the durability of our client-focused business model and service culture.
Allianz Global Wealth Report 2022: The last hurrah
This amounts to adding two eurozones to the global financial pile.
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage