Wealth Management

Image for Analysis-Credit Suisse collapse threatens Switzerland’s wealth management crown
Top Stories

Analysis-Credit Suisse collapse threatens Switzerland’s wealth management crown

By John Revill ZURICH (Reuters) – The fall of Credit Suisse has dealt a serious blow to Switzerland’...

22nd March, 2023

Image for Explainer-Credit Suisse: How did it get to crisis point?
Finance

Explainer-Credit Suisse: How did it get to crisis point?

By Anshuman Daga (Reuters) – Credit Suisse said on Thursday it would borrow up to $54 billion from t...

16th March, 2023

Image for UBS sounds cautious note for year ahead after booking quarterly profit rise
Top Stories

UBS sounds cautious note for year ahead after booking quarterly profit rise

By Noele Illien ZURICH (Reuters) -UBS Group AG predicted an “uncertain” year ahead plagued by accele...

31st January, 2023

Image for What price growth?
Investing

What price growth?

Global growth is looking a little shabby right now. And wealth management forecasts are no exception...

29th December, 2022

Image for Latin Securities S.A. Agente de Valores and Latin Securities S.A. Corredor de Bolsa win prestigious awards in the 2022 Global Banking & Finance Awards®
Investing

Latin Securities S.A. Agente de Valores and Latin Securities S.A. Corredor de Bolsa win prestigious awards in the 2022 Global Banking & Finance Awards®

Global Banking and Finance Review is pleased to announce Latin Securities S.A. Agente de Valores as...

20th December, 2022

Image for Soccer-Argentina win incredible World Cup final in shootout
Top Stories

Soccer-Argentina win incredible World Cup final in shootout

By Mitch Phillips LUSAIL, Qatar (Reuters) -Argentina won their third World Cup in an extraordinary f...

19th December, 2022

Image for It’s time to talk intergenerational wealth planning
Finance

It’s time to talk intergenerational wealth planning

By Sue Wakefield, Director at ZEDRA We often hear about intergenerational wealth planning and the im...

2nd December, 2022

Image for J.P. Morgan private bank invests in two Swiss fintechs
Top Stories

J.P. Morgan private bank invests in two Swiss fintechs

ZURICH (Reuters) – J.P. Morgan Private Bank has invested in two Swiss fintech companies that special...

1st December, 2022

Image for Credit Suisse seeks billions from investors in make-or-break shake-up
Investing

Credit Suisse seeks billions from investors in make-or-break shake-up

By Noele Illien, Oliver Hirt and John O’Donnell ZURICH (Reuters) – Credit Suisse plans to raise 4 bi...

27th October, 2022

Image for Factbox-Credit Suisse’s strategic overhaul at a glance
Banking

Factbox-Credit Suisse’s strategic overhaul at a glance

ZURICH (Reuters) – Battered by years of scandals and losses, Credit Suisse plans to raise capital, c...

27th October, 2022

Image for EFG International says profitability improved in first nine months
Top Stories

EFG International says profitability improved in first nine months

ZURICH (Reuters) -EFG International said it had seen a “significant increase” in underlying net prof...

12th October, 2022

Image for FinFolio Is Simplifying the Back Office for Professional Wealth Managers
Technology

FinFolio Is Simplifying the Back Office for Professional Wealth Managers

Affordable and efficient, FinFolio utilizes a modern user interface that integrates reporting, portf...

30th September, 2022