11/16/2023
Third parties such as financial advisors, financial planners, trustees, multi-family offices and similar service providers can now also offer and operate a wealth office to their customers.
11/15/2023
“We have 3,000 IT applications from Credit Suisse and we will keep 300,” the Bloomberg agency quoted the bank boss as saying. This will allow UBS to create clarity around the IT platform.
11/14/2023
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/14/2023
In fact, within a financial institution, the information and data available range from customer behavior to investment performance, including the influence of the advisor and the perception of the quality of the service.