01/05/2023
2022-Well i’m Glad that’s Over!
The market view on the global economy has improved in the fourth quarter, even though it may be fragile.
Wealth and Asset Management
01/04/2023
Private banking in 2023: how will the sector change over the next year?
These trends are investors becoming more conservative, profit superseding the notion of growth at any cost, reduced liquidity and down rounds.
01/04/2023
Wealth consolidator buys UK advice firm
Deal adds £700m in assets under management
01/04/2023
Alvarium Investments finally completes $60bn Tiedemann merger
London-based multi-family office Alvarium Investments has sealed its merger with Tiedemann Advisors, which is headquartered in New York, after the initial deadline was missed.
01/04/2023
Alexandre de Rothschild is flirting with acquisitions in Switzerland
The 42-year-old scion of the famous banking dynasty explained that growth in this country should primarily be organic.
01/04/2023
Patrimonium subsidiary buys real estate
The real estate company Patrimonium Urban Opportunity, which specializes in commercial and industrial properties, has acquired an office and logistics building in Reinach in the canton of Baselland.
01/04/2023
Burgan Bank granted wealth management licence
The licence, issued as a preliminary approval that’s valid for six renewable months, marks a new chapter for Burgan Bank in its pursuit of comprehensive financial excellence and offering premium advisory and management solutions to its elite cliente
01/04/2023
Digital Done Right: Striking a Balance in Modern Wealth Management
There’s no doubt a huge opportunity is on the table for wealth managers today.
01/04/2023
Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship
The Sanctuary Wealth advisor network includes partner firms in 28 states with approximately $25 billion in assets under advisement.
01/03/2023
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
InCap Group served as exclusive financial advisor to RiverStone Wealth Management
01/03/2023
Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs
These are final year-end distributions which will be reinvested in additional units of the respective Scotia ETFs and do not include any cash distribution amounts for December.
01/03/2023
RBC Brewin Dolphin’s 2023 investment outlook: a year of recession, inflation peaks, and bond returns
The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.
01/03/2023
Credit Suisse 2022: Keeping Very Socially Distanced
One bank had a larger impact on economic events in Switzerland last year than all other financial institutions combined.
01/03/2023
Kempen Capital Management continues as Van Lanschot Kempen Investment Management, reflecting the combined strengths of our group
KCM has been part of the Van Lanschot family since 2006.
01/03/2023
The Risks Facing Swiss Independent Asset Managers This Year
Independent asset managers in Switzerland consider a recession in Europe to be the greatest risk they face in the new year.
01/03/2023
Titan Wealth buys Northamptonshire IFA
The group has assets under administration of £750mn, and provides both financial advice and a range of model portfolios for its clients.
01/03/2023
EFG CEO Giorgio Pradelli keeps trust in the CRO model
EFG International's growth has come from sticking to its entrepreneurial roots and a model that relies on nurturing personal relationships, its chief executive tells Citywire Asia.
01/03/2023
Asset managers brace for tough year of cost-cutting in 2023
Long-delayed reckoning comes after falling markets hit both management and performance fees last year
01/03/2023
10-years of Canaccord
As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.
12/30/2022
Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022
The latest new locations and team expansion from Wealth Management company Chase Buchanan indicates that global expats are increasingly looking for confidence, experience and results.