01/13/2023
Other awards included “Best Private Bank - Credit Provider”, “Best Private Bank Servicing The Expat Community” and “Best Real Estate Investment Proposition Or Service” at the 2022 WealthBriefing Mena Awards.
01/13/2023
The office on the Thames is planned as a third hub alongside Zurich and Geneva; Two Wealth ambassadors will include Andrew Hall , who is already a consultant to the young company.
01/13/2023
Including foreign exchange effects, AuM grew by 6%, mainly driven by the strengthening of the USD against the EUR.
01/13/2023
Head of private banking at Société Générale Private Banking Switzerland acknowledges the country’s leading position but is not complacent.
01/13/2023
With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working.
01/13/2023
In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.
01/13/2023
The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund
01/13/2023
Despite regional differences in outlook, issues like biodiversity, human capital and decarbonisation are emerging as important for strategic structure.
01/12/2023
The bank is walking a difficult path with bonuses as it seeks to retain talented staff during its restructuring which is not expected to lead to profits until 2024.
01/12/2023
The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.
01/11/2023
The full closure could take up to two years
01/11/2023
From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.
01/11/2023
This includes putting customers’ interests first, investing in ongoing development of technical skills and knowledge and supporting wider aims that benefit society and the growth of the profession.
01/11/2023
Around half of the companies anticipate lower real GDP growth in 2023.
01/10/2023
Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.
01/10/2023
At the end of September, net inflows had fallen £300mn compared to the end of June shaving 2 per cent off the firm's assets under management and advice, which fell from £98.7bn to £96.9bn.
01/10/2023
Bank of America has downgraded Schroders and Ninety One in an intensification of its bearish outlook on the UK asset management industry.
01/10/2023
The MSI combines four fixed income sectors -- investment-grade corporate bonds, high-yield corporate bonds, emerging-market debt and securitized credit -- in a single portfolio, according to the disclosure.
01/10/2023
The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.
01/09/2023
Many people only consider segments of their finances at a time.