Investing
What price growth?
Global growth is looking a little shabby right now. And wealth management forecasts are no exception...
29th December, 2022
Wealth Management
Latest articles
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
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
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
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
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
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
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
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
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
Top Stories
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
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