04/06/2023
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/06/2023
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
The winners of this year's awards are those banks that carefully monitored the needs of their customers in challenging markets and offered a wide range of services and achieved strong results, while setting the stage for further growth.
04/05/2023
Insolvency would have left the functional parts of Credit Suisse in operation as a Swiss-only bank, but one with a “damaged reputation” through bankruptcy, he told reporters in the Swiss capital of Bern.
04/05/2023
Like many other wealth managers, it reported a decline in fee-generating assets to 31.5 billion francs from 38.9 billion a year ago, most of it the result of a challenging environment on many fronts last year.
04/05/2023
Quilter also reported a drop in the total restricted Financial Planners from 1,623 in 2021 to 1,502 at the end of 2022
04/05/2023
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Reports & Data sets covering views from validated HNWIs
04/05/2023
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
The fund invests in listed companies in Germany.
04/04/2023
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
The property is located in the Brumath departmental business park 28 km north of Strasbourg.