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Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

How the expanded Dormant Asset Act revolutionises financial planning

To date, £1.7bn has been transferred to the Reclaimed Fund Limited.

Allen Tomas & Co partners with Fairstone Wealth Management

But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.

How Gen Z is navigating the world of wealth

How does the asset management industry persuade Gen Z to save?

Top 100 wealth management and other financial services firm visitors to TWM in 2023

A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic

“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’

During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Purpose of these interim financial statements

Investor confidence 'will return' in 2024

After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.

Schroders and Lloyds confirm wealth management deal talks

£109bn investment contract from bank has speeded tie-up process

WH Ireland posts first half loss after challenging market conditions for the broker

It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.

Private banking and markets in 2024: what’s the outlook?

Will interest and inflation be a burden to private banking markets in 2024?

Sergio Ermotti: «UBS is Like the Iron Giant from Space»

And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.

UBS Sets New Standards in Zurich with the Mandarin Oriental

So the city of Zurich now has a new touch of world-class luxury, as was evident during the official opening on Wednesday evening.

Lombard Odier’s NextGen initiative wins key award

The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.

Edmond de Rothschild corporate finance advises the private owners in the sale to a family office of a Residential building in the sixth Arrondissement of paris

The family property is a Haussmannian construction of superior quality dating from the late 19th century.

Wealth and Asset Management