02/27/2023
In 2022, the LLB Group continued its dynamic growth with further net new money inflows and higher loans to clients contributing to the development.
02/27/2023
This recognition reflects our leading Debt Advisory activity and marks the third consecutive year that we have won this award.
02/27/2023
A fish rots from the head down has become a common retort when Zurich bank managers are asked about the main reason for the downfall of a once proud bank.
02/27/2023
Bank Linth's volume growth maintained its momentum in 2022. Loans to customers increased by 4.4 percent to CHF 6,783.9 million.
02/27/2023
The firm, previously known as Asset Management Partners, said the name change will not have a wider impact on its clients.
02/27/2023
The wealth firm's recent launches in Edinburgh and Leeds helped propel its assets under management above £5bn for the first time in its history.
02/27/2023
Another pair of strategies is being shut as part of Abrdn’s ongoing plan to reduce its total number of funds.
02/24/2023
The report said that should Credit Suisse consider hiving off additional businesses, the plans could be reactivated.
02/24/2023
Investors should be prepared to lengthen duration and add risk when opportunities arise during the year.
02/24/2023
The black-tie gala is one of the highlights of the year for U.S. family office professionals, celebrating experts, products and services for wealth managers and institutions in the industry.
02/24/2023
This new name better reflects the full range of financial planning services the team of highly qualified financial planners can offer clients as they look to achieve their short, medium and long-term financial goals.
02/23/2023
Movement among EAMs was primarily brought about by the change in the regulatory environment requiring firms to apply for a Finma license by the end of 2022.
02/23/2023
Julius Baer announces the launch of a real estate brokerage offering in the Geneva region, one of the most important real estate markets in Switzerland.
02/23/2023
Wouter Van Overfelt to manage both
02/22/2023
Net new assets totalled CHF 4.2 billion for 2022, corresponding to an annual growth rate of 2.4%.
02/22/2023
Among these sectors there is also that of Wealth Management, for which the digital customer experience represents a crucial element of their strategy and a decisive differentiating factor compared to its competitors.
02/22/2023
New money inflows were significantly weaker than in 2021, amounting to 1.013 billion francs last year, compared with 2.017 billion in 2021.
02/21/2023
It can be used as a complementary solution alongside existing adviser relationships
02/21/2023
This contributed to a strong overall financial performance.
02/21/2023
It provides wealth planning advice and will become the core solution for advice businesses acquired in the future.