04/11/2023
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Global stocks rose after government intervention helped calm market jitters.
04/06/2023
In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.
04/06/2023
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
For BNP Paribas Personal Finance, this partnership is a major milestone on its strategic objective to have 50% of its outstanding loans related to mobility by 2025.
04/06/2023
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/06/2023
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/06/2023
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/06/2023
Overall, gross insurance inflows stood at EUR241 million, up more than 50 percent from the previous month.
04/05/2023
These awards follow recent wins at WealthBriefing’s Swiss Awards in February this year, where we collected three awards.
04/05/2023
The winners of this year's awards are those banks that carefully monitored the needs of their customers in challenging markets and offered a wide range of services and achieved strong results, while setting the stage for further growth.
04/05/2023
Insolvency would have left the functional parts of Credit Suisse in operation as a Swiss-only bank, but one with a “damaged reputation” through bankruptcy, he told reporters in the Swiss capital of Bern.
04/05/2023
Like many other wealth managers, it reported a decline in fee-generating assets to 31.5 billion francs from 38.9 billion a year ago, most of it the result of a challenging environment on many fronts last year.
04/05/2023
Quilter also reported a drop in the total restricted Financial Planners from 1,623 in 2021 to 1,502 at the end of 2022