10/25/2024
Moody's Recognizes EFG's Progress
The rating assessment reflects EFG's progress in areas such as capitalization and profitability.
Wealth and Asset Management
10/25/2024
Luzerner Kantonalbank quarterly financial statements
For the entire 2024 financial year, LUKB expects a consolidated profit "at the upper end" of the profit forecast, which was increased to CHF 270 to 285 million in June 2024.
10/25/2024
Geneva Asset Manager Dies a Quiet Death
In April 2023, a Zug-based private equity boutique Quaestor Coach acquired a stake in GMG Asset Management.
10/25/2024
UBS Global Wealth Management lifts global equities stance to 'attractive'
Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run
10/25/2024
From Man Utd to UBS: Fergie’s £3.5m title winner starts new job
Anders Lindegaard will offer wealth management services to athletes, after ending a twenty-year career in professional football.
10/25/2024
Raiffeisen Bank Romania’s Private Banking Division: 1 billion euros in investment products and portfolio diversification focused on sustainability
These clients now have access to dedicated services, a wide range of financial products, and high-level investment expertise through a new team of personal bankers.
10/25/2024
Redington sold to insurance giant Gallagher
The investment consultancy, whose clients include SJP, is being sold to insurance brokerage Arthur J Gallagher.
10/25/2024
Citi Ramps Up Advisor Hiring, Sweetens Pay in Effort to Boost Wealth Arm
Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.
10/25/2024
Crown Dependencies feature in nominations for Citywealth Future Leaders Awards
Taking place on the 12th November, at the 5 star JW Marriott Grosvenor House Hotel in London
10/24/2024
Northern Trust and Hamilton Lane Announce Strategic Collaboration
Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments
10/24/2024
Hong Kong’s Path to Becoming the Leading Cross-Border Wealth Management Hub by 2028
The city has recently achieved global recognition, topping the Global Financial Centres Index for investment management.
10/24/2024
Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST
The deal will see the Wealthtime and Wealthtime Classic platforms brought together under one brand on a significantly enhanced platform, powered by GBST technology.
10/24/2024
Praxis named a 2024 eprivateclient Top Trust company
This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.
10/24/2024
Oak recognised in eprivateclient’s 2024 ranking of Top Trust Companies
The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.
10/24/2024
The Deloitte International Wealth Management Centre Ranking 2024
Seismic waves impacting leading financial centres
10/24/2024
Arta Partners With Co-Axis for Philanthropy
Arta clients will also gain access to philanthropy advisory and management services through TT Foundation Advisors.
10/24/2024
BlackRock, Aviva win multi-asset flows as investors brace for CGT shake-up
September marked the first month since January that multi-asset funds in the UK posted net inflows
10/24/2024
Ravenscroft announces sale of wealth management business
The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.
10/24/2024
Pimfa: Buying Apfa was 'stupid' as it was 'totally defunct'
Former Apfa board members Gary Bottriell and Lord Deben were elected to the merged trade association’s board as member and chairperson, respectively, and are still in position.
10/24/2024
HSBC launches credit card for global private banking clients
Launched in Hong Kong this week, it is the first phase of a global programme to offer elevated travel, exclusive access and exceptional lifestyle experiences to its clients.