06/07/2024
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
06/07/2024
This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.
06/07/2024
In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.
06/07/2024
Moonfare’s registered membership community now comprises more than 60,000 individuals.
06/07/2024
These firms are strategically choosing use cases that offer the most immediate operational impact and are addressing the challenges of adoption.
06/07/2024
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/07/2024
Switzerland is known for its stability, confidentiality, and professional expertise.
06/07/2024
This annual listing recognises wealth professionals with 20 years or less industry experience and judging is based on the qualities and achievements of the individual.
06/07/2024
Several obstacles to productivity were identified, including organisational culture, poor communication, inconsistent processes, inadequate technology, unreliable data and compliance burdens.
06/07/2024
Wealth manager clients are widening their investment scope
06/07/2024
The sell off, to Zeus Capital, is expected to be completed by mid-July.
06/06/2024
Like everything in life, a lot of what we think we know to be correct could not, in fact, be further from the truth.
06/06/2024
NAB Private Client Executive Natalie Irvine was awarded Female Private Banker of the Year for the second consecutive year, becoming the first ever back-to-back winner in the category.
06/06/2024
GAM announces a partnership with Avenue Capital to enter into sports investing under long-term alternatives expansion efforts.
06/06/2024
The new partnership between the cryptocurrency specialist and the Zurich-based private bank is set to allow clients to combine the services of both companies.
06/06/2024
His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.
06/06/2024
They were able to increase their margin by 25 basis points to the current 1,43 percent, an increase of 21 percent.
06/06/2024
The Geneva-based asset manager Decisive Capital Management appears to have ceased operations.
06/06/2024
Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.
06/06/2024
The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility