03/31/2023
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.
03/30/2023
Managing partner Lionel Aeschlimann said property developers are open to co-investments in the early stages.
03/30/2023
During 2022 the Group paid a special dividend of £2.00 per share which, together with the ordinary dividends, equated to a total return of £8.0 million to shareholders in the year.
03/30/2023
LGT performed extremely well, winning awards in five different categories.
03/30/2023
The leading European based Wealth Manager wins three awards in Euromoney’s Global Private Banking Awards 2023
03/30/2023
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
Donald Reid and David Mason have teamed up to launch a wealth consultancy aimed at helping firms navigate the consolidation wave sweeping through the sector.
03/29/2023
Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.
03/29/2023
Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil
03/29/2023
All eyes are now on Sergio Ermotti, the proverbial prodigal son returning to UBS as CEO to put it on the road to success in its new and mind-boggling dimension.
03/28/2023
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.
03/28/2023
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.
03/28/2023
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
03/28/2023
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.
03/28/2023
Message from the Chairman of the Board of Directors and the Chief Executive Officer
03/28/2023
Analyst Ben Williams believes there has been an ‘excessive derating’ of the wealth and asset manager.
03/28/2023
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.
03/28/2023
The microservice aims to allow advisers to get the best outcome for their clients by making full use of the current CGT allowance.