11/26/2024
Charles Russell Speechlys opens Milan office targeting UHNW clients
London-based firm hires duo from tax boutique Maisto e Associati to launch first Italian office
Wealth and Asset Management
11/26/2024
Evelyn Partners announces sale of Professional Services business to funds advised by Apax
The transaction, which is subject to regulatory approval, is expected to complete in the first quarter of 2025.
11/26/2024
Canaccord explores options for UK wealth management business
Canaccord and UK-based advisory firm Fenchurch Advisory Partners are assessing the future of Canaccord Genuity Wealth Management UK, the report said.
11/26/2024
Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen
The new branch will be a modern advisory bank.
11/26/2024
Blackstone Buys Into Santander’s $1 Billion Loan Portfolio
Santander has embarked on a push to improve returns on capital.
11/26/2024
Barclays to establish new Private Banking booking centre in Singapore
The new booking centre reinforces Barclays Private Bank’s commitment to expanding in Asia
11/25/2024
Citigroup CEO Jane Fraser on Hong Kong’s enduring charm and strategic role
A potential trade war will not alter the US bank’s expansion plans in Asia, or Hong Kong’s importance, Fraser says in an exclusive interview
11/25/2024
Singapore is a prime business location for the world’s wealthiest entrepreneurs
Singapore’s stability, business-friendly regulations, and sophisticated investment ecosystem make it a preferred choice for global HNW and UHNW entrepreneurs.
11/25/2024
MAG Wealth Management takes over Ovation Wealth Advisors
The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.
11/25/2024
Fairstone Ireland swoops for financial planning firm
The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.
11/25/2024
London forum promotes island as leader in wealth management
The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.
11/25/2024
Andrea Orcel's Unicredit also wants to grow in its home market
The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.
11/25/2024
Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024
This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.
11/25/2024
Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance
The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.
11/25/2024
Deutsche Bank named Asia Pacific’s M&A House of the Year by FinanceAsia
The win reflects the bank’s leadership and innovation across diverse sectors and markets, which has helped achieve the best outcomes for clients as they navigate an increasingly complex market environment.
11/25/2024
Charles Russell Speechlys opens Italy office
Charles Russell Speechlys confirms the launch of a new office.
11/25/2024
Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services
With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.
11/25/2024
Bain Capital completes acquisition of Envestnet
Transaction supports industry-leading wealth technology platform's next chapter as a private company
11/25/2024
Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year
These awards recognize excellence in private banking beyond financial expertise.
11/25/2024
Felix Niederer: «True Wealth Now Manages 1.6 billion francs»
In an interview with finews.com, co-founder and CEO Felix Niederer discusses the company's development so far and his plans for the future.