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.
02/21/2023
Across its investments, adviser and personal businesses, the company claims to manage and administer around £508 billion of assets for clients including individuals, governments, pension funds, insurers, companies, charities and foundations.
02/21/2023
The new division will be led by Robinson Rouchié, who has been appointed Chief Investment Officer, Systematic & Quantitative Investments, reporting to Rob Gambi, Global Head of Investments.
02/21/2023
The planned regulation is also expected to facilitate the requirements of UK markets and consumers.
02/21/2023
Chartered firm wants to acquire more Openwork Partnership firms
02/20/2023
Reversal from 2022 outflows
02/17/2023
Thomas Wille, chief investment officer for LGT Private Banking EMEA, said that we should not expect an immediate return to such low interest rate policies.
02/17/2023
ISGAM is supervised by FINcontrol Suisse.
02/17/2023
Demand for the yellow metal is likely to continue, especially if the US moves to monetary easing, say analysts.
02/17/2023
The power of interest rates to turn around a bank’s fortunes was clear for all
02/17/2023
The 2022 record haul for the private bank was fuelled by £2bn worth of inflows over the year.