04/04/2025
Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.
04/04/2025
This trend also applies in the Gulf countries, which are witnessing a sharp rise in affluent women actively shaping the region’s economic future.
04/04/2025
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/04/2025
With equities falling around the world, investors are looking carefully at their options to top up positions.
04/04/2025
This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.
04/03/2025
Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.
04/03/2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
This is due to their government’s actively trying to attract more wealthy individuals and businesses as they transition away from having a predominantly oil-based economy.
04/03/2025
In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.
04/03/2025
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/03/2025
UBS received 22 awards across various categories
04/02/2025
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
This collaboration leverages the expertise of Origin Private Office in identifying exceptional investment opportunities for their clientele, alongside Aldar Development's portfolio of world-class properties.
04/02/2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.
04/02/2025
This elite list annually recognizes the country's top-performing women financial advisors who lead the way by offering best practices and providing a high-quality experience for their clients.
04/02/2025
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.