11/18/2024
The Miracle of Lugano
Over the past three years, the region has proven to be a solid base for the development of financial activities of all kinds, not least under the committed patronage of the city of Lugano.
Wealth and Asset Management
11/18/2024
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
11/18/2024
Wealth managers are positive about 2025 despite crises and capital market risks
Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.
11/18/2024
Digital Banking Provider CaixaBank Introduces New Portfolio Construction Service in Spain
This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.
11/18/2024
Legal & General plans job cuts in asset management unit
The move could see retrenchment of up to 20 investment roles and several support positions.
11/18/2024
What’s happening with UBS and Credit Suisse’s legacy mutual funds
The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.
11/18/2024
Prominent German banker Friedrich von Metzler dies aged 81
Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.
11/18/2024
Polar Capital assets under management increase amid investor demand
Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.
11/18/2024
Wealth management industry set for double-digit growth, led by North America
Fintech firms will see strong gains but traditional wealth firms continue to lead
11/15/2024
Switzerland is Highly Favored by the Wealthy
Switzerland ranks highly as a preferred destination for HSBC's wealthy clients when considering moving their assets partly or entirely abroad or even relocating permanently.
11/15/2024
NBK Wealth named best Private Banking Services in Kuwait 2025
Global Finance announced the winners across various regional categories, drawing on comprehensive evaluations by the magazine’s editorial team.
11/15/2024
British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative
Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.
11/15/2024
Amundi acquires German wealthtech pioneer to power next-gen wealth management
The asset management giant has purchased Aixigo to enhance its digital solutions for wealth management clients.
11/15/2024
Highvern Senior Trust Manager awarded ‘Future Leader’ recognition
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth opens new office in Guernsey
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/15/2024
Digital Economy Award: Celebration at UBS
Suva won the award in the category «Digital Excellence Government & NPO» with the largest project in its 100-year history: «smartCare.»
11/15/2024
BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
11/14/2024
Weatherbys expands in Scotland with new private banker
During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.
11/14/2024
Wealthspire Advisors Launches Art InSpired
As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing
11/14/2024
Another win for QCFP’s Nadia Johnstone-Smith
This time at the Professional Adviser Women in Financial Advice Awards.