Managers of Wealth

Banque Havilland Faces License Revocation

Little is currently known about the reasons for the imminent license revocation.

EFG International Record profit

All of EFG’s business regions recorded net inflows, and the new CROs who joined EFG since 2022 made a significant contribution of CHF 4.5 billion to net new assets.

Titan Wealth to acquire Dubai headquartered wealth manager AHR Group

The acquisition of AHR is Titan Wealth’s first international deal

Act global, think central Switzerland – interview with Marco Arnold

This means Bank Lombard Odier is and will remain, a safe haven for its clients' wealth management and investment business.

Deutsche Bank reports first-half 2024 profit before tax of € 2.4 billion; € 3.8 billion excluding Postbank takeover litigation provision

These results reflect Deutsche Bank’s operating strength. In the first half year our underlying profitability was the highest since 2011, which demonstrates the success of our strategic execution.

Wealthy individuals leaving UK and relocating to Italy says top lawyer

There is also a significant migration to Italy from other EU countries and Latin America

BNP Paribas Group: Results as at 30 June 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the second quarter 2024.

New Altrata Report Finds Growth in the Ultra Wealthy Population Globally

Their collective wealth now totals an immense $49trn — more than the combined GDP of the US and Chinese economies.

RBC Wealth Management congratulates advisors named to 2024 Barron’s “Top 100 Women Financial Advisors” list

The annual award recognizes top financial advisors across the country using criteria such as assets under management, revenue generated by advisors and client retention.

Six J.P. Morgan Advisors Make Barron’s Top 100 Women Financial Advisors

All have been on this ranking for at least three years, and have a combined 40 years on this list.

Butterfield Reports Second Quarter 2024 Results

The Bank also announced the appointment of a new Independent Director

BOS Wealth Management Expands Market Reach With OCBC Malaysia

The collaboration will see OCBC Bank distributing a range of fixed income funds starting this month.

Arbuthnot Banking Group Unaudited results for the six months to 30 June 2024

Arbuthnot Banking Group PLC today announces a half yearly profit before tax of £20.8m.

Banque Cantonale du Valais Half-year results 2024

At the end of the first half of 2024, the balance sheet total will reach CHF 20.5 billion (+2.1%).

Deutsche Bank to Hire More US Private Bankers in Wealth Push

They already brought on wealth advisers from rivals such as Citigroup Inc. and Bank of America Corp. since the start of last year.

Rothschild & Co wins Western Europe's Best Bank for Advisory from Euromoney

This is the second consecutive year we have been named Western Europe's Best Bank for Advisory, reflecting the breadth of our capabilities across M&A and financing advisory across the region.

Tale of two markets: Fee increases propel topline revenue growth across Irish legal sector but smaller firms face challenges

Legal firms overall had success in increasing fees over the previous 12 months, with 69% of all those surveyed reporting increases.

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Wealth and Asset Management