11/08/2024
The wealth management partner that helps high earners achieve their full financial potential
Unio gives peace of mind to clients while helping them unlock confidence in their financial futures
Wealth and Asset Management
11/08/2024
Global Private Banking Awards 2024: Winners and highly commended
This is testament to the growing quality of submissions and private banks’ increased focus on client needs.
11/08/2024
Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable
The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.
11/08/2024
Canaccord announces new charity partner in Jersey
These donations have come from staff contributions and odd lot shares donated by clients.
11/08/2024
Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français
These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.
11/08/2024
Guernsey Finance Chief Executive receives Freedom of the City of London
The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.
11/07/2024
Close Brothers Asset Management and SEI Announce Strategic Partnership
Technology and Operational Outsourcing Drives Scale and Growth
11/07/2024
Pell Wealth Partners joins Rise Private Wealth Management
Warwick. The combined team now manages over $4 billion in assets.
11/07/2024
Financial Independence Is Feminist: Why Women Must Build Wealth Today
Yet, despite a rise in discussions around gender equity, many women still aren’t as focused on building wealth as they should be.
11/07/2024
SEB Asset Management calls on governments to act on climate crisis
The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.
11/07/2024
Valiant Remains on Track Despite Challenging Interest Rate Environment
Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.
11/07/2024
Vontobel affirms strategy and targets, announces priorities
Vontobel is well-positioned to benefit from this environment.
11/07/2024
Waystone upgrades London office as demand for services grows
Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.
11/07/2024
Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024
Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.
11/07/2024
Exon Wealth Management: Pioneering the Future of AI-Based Trading
By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.
11/07/2024
Third-quarter net profit rises 15% to surpass SGD 3 billion for first time
Board announces new SGD 3 billion share buyback programme
11/07/2024
'Clients are already topping up,' says Blackhorn's Lee on UBP hedge fund
The deal, which was inked in January, involves a fund-of-fund hedges fund strategy from UBP Asset Management.
11/06/2024
GYL Financial Synergies Joins The Colony Group
We are thrilled to welcome GYL and its highly skilled and motivated network of talented professionals to our firm
11/06/2024
Rothschild & Co Wealth Management Switzerland named Best Private Bank
This award celebrates the outstanding achievements of individual private bankers and the top companies in the Swiss industry.
11/06/2024
How to avoid cashflow pitfalls when selling your business
The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.