10/10/2022
Major GAM investor trims stake in asset manager
Bantleon Bank has sold 2.75 million GAM shares, cutting its stake in the firm from 11.13% to 9.41%.
10/10/2022
Bantleon Bank has sold 2.75 million GAM shares, cutting its stake in the firm from 11.13% to 9.41%.
10/07/2022
They will join the Board of Directors with immediate effect, with Boris Collardi serving as a non-independent Board member.
10/07/2022
JB Capital primarily invests in areas that are not adequately served by institutional investors.
10/07/2022
This week the bank's share price hit a record low of 3.52 Swiss francs following intense media speculation about its health.
10/07/2022
Liu is focusing on what she calls a "full family" approach — expanding client relationships to include spouses, children, grandchildren, and extended family.
10/07/2022
Establishing the new base is the result of a "growing synergy" between Hadlow Edwards and Daulby Read Insurance Brokers the parent company of Townsend.
10/07/2022
Cassio Hanna Valdujo, an industry veteran with more than 21 years’ experience, will join Citi Private Bank’s Latin America desk in Switzerland in January 2023.
10/07/2022
The bank says it is looking to take advantage of the recent collapse in the price of its bonds amid concerns about the group’s financial health.
10/07/2022
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
10/07/2022
Many congratulations to all the winners and highly commended individuals and companies from across the international financial services industry in our 23nd annual International Investment Awards 2022
10/07/2022
As 42% want third-party support around ESG investment offerings and integration
10/07/2022
Equities and fixed income heads
10/06/2022
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2022
10/06/2022
De Pury Pictet Turrettini has almost CHF 5bn in assets under management.
10/06/2022
Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.
10/06/2022
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
10/06/2022
Luxembourg-headquartered independent wealth manager named one of Europe's 'Outstanding Private Banks'
10/06/2022
In a bid to serve HNW clients with cross-border financial planning needs
10/06/2022
Following up on a large July rate hike, the ECB last month raised its deposit rate to 0.75% from zero, the highest level since 2011, with moves promised for the next several meetings.
10/06/2022
Duffield's wealth business, Brompton Asset Management, has hired Fenchurch Advisory to find a buyer.