client-relationships
FinanceAres Hires Verdirrame From Goldman Sachs to Head Italy Wealth Management Business
FinanceUK's Schroders Makes Four Senior Hires to Sharpen Focus on Clients
Press ReleaseB2BROKER Welcomes Former Salesforce and LinkedIn Executive Moustapha Abdel Sater as Chief Commercial Officer
FinanceJupiter Loses $13 Billion in Assets as Client Outflows Accelerate
Julius Baer Posts Growth in Net Inflows, CEO to Begin Jan. 9
Date: November 21, 2024
ZURICH (Reuters) – Julius Baer said on Thursday it had registered increased growth in net new money during the July-October period as the Swiss bank said its incoming new CEO Stefan Bollinger would start work on Jan. 9. In the first ten months of 2024, assets under management (AUM) rose to 480 billion Swiss francs...
Schroders’ New CEO Shakes up Top Team After Bruising Year
Date: November 11, 2024
LONDON (Reuters) – New Schroders CEO Richard Oldfield has more than halved the size of the asset manager’s executive team as he looks to reboot performance after a string of disappointing earnings updates and big ticket client exits. Former finance chief Oldfield takes over from long-standing boss Peter Harrison who retired on Friday, and in...
Dukascopy Bank Celebrates 20 Years of Innovation and Stability in Trading and Banking
Date: November 7, 2024
Geneva, Switzerland, November 7th, 2024, FinanceWire Dukascopy Bank proudly celebrates 20 years of empowering traders and banking clients worldwide. Since its founding in 2004, Dukascopy has grown into a trusted, innovative leader in the fintech and online trading space, providing clients with advanced tools and a stable platform for smart financial decisions. Over the past...
Chad Harmer: Redefining Wealth Management and Leading With Innovation
Date: April 2, 2024
Chad Harmer: Redefining Wealth Management and Leading With Innovation What do you do if you need to plan for retirement or learn how to manage a new inheritance? For many people, the answer is to go to a big bank and ask for wealth management advice. That might work if you have a simple financial...
Building Your Financial Consulting Company: 11 Tips for Success
Date: March 1, 2024
Building your financial consulting company: 11 tips for success Launching your own financial consulting firm can be both rewarding and intimidating; we are here to make the journey less cumbersome and strenuous. In order to succeed within such an intricate field and differentiate yourself from competitors, an informed and strategic approach must be adopted in...
Brown & Cheek Targets National Expansion With Unique Strategies
Date: February 5, 2024
Brown & Cheek Targets National Expansion with Unique Strategies 30 January 2024 Since its inception in 1996, Brown & Cheek has seen a remarkable trajectory in the accounting sector. The firm has grown exponentially, with a modest clientele of 200, now serving over 7,000 clients. This expansion proves its strategic approach and commitment to exceptional...