Press Releases

2009                                                               Click here to register for our distribution list

04.03.2010
Privacy Vulnerable on Private Banking Websites  
60% of surveyed providers offer no secure website messaging on publix websites 

17.12.2009
Best Private Banking Websites: UBS, Deutsche Bank and Credit Suisse  
Majority of Wealth Managers showed shortcomings in their websites usuability, content and privacy.

08.10.2009
Most Equity Funds of Wealth Managers Disappoint  
Nearly 80% of the funds perform worse than the benchmark index – Funds from Deutsche Bank, BlackRock and Lombard Odier show the best results

10.9.2009
Largest Independent Information and Evaluation Database of Wealth Managers Now Online
Free data on more than 500 providers from 60 countries allow easier search and selection

16.7.2009
Five Crucial Steps to Find the Right Wealth Manager
Clients should take time for thorough Self-Analysis and Screening of Candiates and Proposals 

18.6.2009
Private Banking Lacks Customer Orientation - Nordea, Sal. Opp and UBS are Exceptions   
Swiss survey shows considerable shortcomings in leading European private banks 

4.6.2009
New Guide: How Clients Can Cut Costs of Wealth Management
Increase portfolio performance by understanding pricing schemes and hidden costs