08/15/2024
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).
08/15/2024
Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.
08/15/2024
The rise of virtual family offices, enhanced cybersecurity, RegTech, and AI-powered portfolio management, are testament to this shift.
08/14/2024
Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.
08/14/2024
UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress
08/14/2024
The continued strong growth is reflected in operating expenses
08/14/2024
Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.
08/14/2024
Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks
08/14/2024
Guernsey took the winning title in 2023
08/14/2024
However, ISA fees on the four Polaris funds average a whopping 1.63 per cent a year, with the most popular, Polaris 3, costing 1.67 per cent a year.
08/13/2024
The materials, including the agenda and explanatory notes, are available on the ABN AMRO corporate website.
08/13/2024
The diffusion of power away from the bipolar and unipolar orders of the post-World War II period has been accelerating in recent decades.
08/13/2024
Governance, management and infrastructure have all improved – but there are still challenges on the horizon
08/13/2024
In its results for 2023, the bank announced it was paying an inaugural dividend to shareholders as profit before tax reached £9.1m for the full year.
08/13/2024
In a challenging fundraising environment, private wealth investors are filling the gap, aided by investment platforms, intermediaries, and evolving legal structures.
08/13/2024
FNZ disposes of its stake after Timeline CEO Abraham Okusanya confirms plans to build a platform with Octopus-owned Seccl.
08/13/2024
Many younger clients now wish to start off their savings and investment on a firm footing