Wealth and Asset Management Archives - Page 945 of 1554

Bancassurance offers directly in e-banking: Zurich and UBS are strengthening their cooperation

October 3, 2022

SMEs in Switzerland can now obtain insurance solutions from Zurich directly and easily in e-banking from UBS. With this offer, UBS and Zurich are further expanding their cooperation in the area of bancassurance.

Wealth and Asset Management

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

October 3, 2022

The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.

Wealth and Asset Management

Standard Chartered Singapore launches first-of-its-kind affluent deposit account

September 30, 2022

Exclusive to its Priority Banking2 segment, clients can earn up to 3.50% p.a. interest on the first SGD500,0000 of deposit balance with no lock-in period and no spend criteria.

Wealth and Asset Management

Capital Raise Looks More Likely at Credit Suisse

September 30, 2022

The 4 billion Swiss franc capital raise could be the result of a strategic overhaul that plans high restructuring charges and exit costs of non-core positions.

Wealth and Asset Management

Arbuthnot enters MPS battleground

September 30, 2022

The private bank is offering its MPS to UK advisers on the Quilter, Fidelity, Aviva and Transact platforms.

Wealth and Asset Management

Suntera Global Director Shortlisted for IOD Jersey Awards

September 30, 2022

The Jersey Director of the Year Awards are designed to recognise directors who are helping to lead their teams through the current difficult economic climate, and to also celebrate equality, diversity and inclusion, sustainability, and young directors.

Wealth and Asset Management

BoE Money & Credit data: Mortgage lending soars despite market chaos

September 30, 2022

One thing’s for sure, the end of 2022 will be very different to the start of the year with first-time buyers potentially frozen out

Wealth and Asset Management

Sustainable agricultural business wins FBN Next Generation Lombard Odier Award 2022

September 30, 2022

The prize was won by Fardan Fahad Alfardan for “Safwa”, his sustainable agricultural business which uses technology to grow produce whilst limiting the impact on the Earth.

Wealth and Asset Management

Brooks Macdonald buys Manchester-based IFA

September 30, 2022

Adroit will continue to work closely with Slater and Gordon to ensure clients have the support they require, the firm said.

Wealth and Asset Management

Swiss bank UBP’s Nordic acquisitions boost European hub in Luxembourg

September 30, 2022

In recent years, Union Bancaire Privée has embarked on a wave of external growth in the Scandinavian markets.

Wealth and Asset Management

Ex-Credit Suisse Chairman Urs Rohner: Guilt Without Atonement

September 30, 2022

Rohner spent five years on Credit Suisse's Group Executive Board and twelve years on the board of Switzerland's second-largest bank, during which time it slid deeper and deeper into crisis.

Wealth and Asset Management

100 Years Robert Holzach: The Last Gentleman Banker

September 29, 2022

His name is hardly familiar in the Swiss financial sector, even though this banker left a great legacy.

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