08/16/2024
Financial adviser opens St Gallen branch
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/15/2024
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
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.