Wealth Management

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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
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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
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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

Image for Swiss bank UBP returns to Chinese markets
Top Stories

Swiss bank UBP returns to Chinese markets

By Summer Zhen HONG KONG (Reuters) – Swiss private bank Union Bancaire Privée (UBP) is back in Chine...

23rd September, 2022

Image for Exclusive-Credit Suisse sounds out investors about capital hike -sources
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Exclusive-Credit Suisse sounds out investors about capital hike -sources

By Oliver Hirt FRANKFURT (Reuters) -Credit Suisse is sounding out investors for fresh cash, two peop...

22nd September, 2022

Image for The Power of a Private Banker is at Your Fingertips
Banking

The Power of a Private Banker is at Your Fingertips

By Chad Butler, President & COO of Marygold & Co The banking industry is rapidly changing, and finte...

19th September, 2022

Image for Queen Elizabeth’s coffin lowered into vault ahead of private burial
Top Stories

Queen Elizabeth’s coffin lowered into vault ahead of private burial

By Michael Holden, Kate Holton and Alistair Smout WINDSOR, England (Reuters) – Queen Elizabeth’s cof...

19th September, 2022

Image for Farewell to the queen: crowds line streets of London and Windsor
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Farewell to the queen: crowds line streets of London and Windsor

By Andrew MacAskill and Humza Jilani LONDON/WINDSOR (Reuters) -Tens of thousands gathered in London...

19th September, 2022