06/20/2024
In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth
06/20/2024
ZEDRA and CreaPartners will bring together the best of both our organisations.
06/20/2024
German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis
06/20/2024
Environmental and climate concerns are at the forefront for many clients.
06/20/2024
In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.
06/19/2024
Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.
06/19/2024
The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.
06/19/2024
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.
06/18/2024
The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.
06/18/2024
Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.
06/18/2024
The firm’s group revenue for 2023/24 increased by 13.9%
06/18/2024
The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.
06/18/2024
QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.
06/18/2024
Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.
06/18/2024
DNB Asset Management continues its growth trajectory, especially in Switzerland.