07/11/2023
In this series of articles we look at a variety of aspects in M&A transactions that can affect value, for buyer or seller, and propose ways of addressing these in the commercial terms to enhance value.
07/11/2023
Banque Heritage Reaps the Rewards of its Sound Management and Benefits from the Current Financial Environment
07/11/2023
Real estate investors have more choice following the rise of interest rates believes Zürcher Kantonalbank’s real estate head.
07/11/2023
There has been an “untold increase” in the number of wealthy Brits paying for golden visas and citizenships in Europe.
07/10/2023
On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.
07/10/2023
The plan is to move to the "Alto Pont-Rouge" building in the heart of the new Praille-Acacias-Vernets (PAV) district.
07/10/2023
From UK equities to uninvestable Europe, chief investment officers of major European private banks talk frankly about the trades they missed or got wrong in the last 12 months.
07/07/2023
Gains from June portfolio rebounds were dented by sterling strength, according to Asset Risk Consultants.
07/07/2023
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
07/07/2023
Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.
07/06/2023
The transaction is subject to regulatory approvals and is expected to complete in Q3 2023.
07/06/2023
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/06/2023
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.
07/06/2023
With the recruitment of several senior bankers and assistants and the opening of an office in Zug, the bank is pursuing an important step in its Swiss domestic growth strategy and underlining its commitment to local market presence and client proximity.
07/06/2023
The SNB wasn't there to rescue a bank, but to prevent a contagion of the entire financial system, Maechler said. Injecting more money into the bank wouldn't have been effective without structural changes at Credit Suisse.
07/06/2023
Charles Stanley wealth managers will eventually be given access to various affiliation models, which Raymond James’ CEO Paul Reilly believes will keep staff attrition low.
07/06/2023
Quintet Private Bank
07/06/2023
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/05/2023
Even Coutts has joined the Woke blob.
07/05/2023
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.