06/06/2024
Bitcoin Suisse teams up with Maerki Baumann
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.
Wealth and Asset Management
06/06/2024
Guernsey Finance appoints dedicated representative for the north of England
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
Cantonal banks were the winners of the interest rate turnaround
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
Has Swiss-Based Asset Manager Ceased Operations?
The Geneva-based asset manager Decisive Capital Management appears to have ceased operations.
06/06/2024
JM Finn targets ‘disenfranchised’ wealth managers after record year
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
EFG International Shares Jump on Julius Baer Deal Speculation
The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility
06/06/2024
UHNWIs Increasingly Prefer Family Offices Over Wealth Managers
Family offices, however, are much freer in those kinds of respects
06/05/2024
HSBC to Add Three Wealth Centers in Singapore
The centers will serve clients across the full wealth spectrum from the mass market to ultra-high net worth individuals.
06/05/2024
Quilter advice network welcomes four new AR firms
The firm is based in Northamptonshire and provides financial planning to both corporate and private clients.
06/05/2024
Succession Wealth moves into UHNW space with acquisition of London Wall Partners
This acquisition significantly enhances our independent financial advice offering
06/05/2024
FNZ losses grow but Durham insists it will return to profit in 2025
In its accounts for the year ending 2023, the business posted a loss of $550.2m, up from $318.2m in 2022.
06/05/2024
Worcester-based financial management firm acquired by MPA
This final acquisition comes as outgoing SWP Partner Gary Cowley commences his retirement, having sold his remaining 50% stake in the business to MPA.
06/04/2024
Citi Launches HNW Debit Card in Hong Kong
Cardholders are entitled to various benefits including travel and lifestyle concierge services, access to over 1,300 airport lounges globally and complimentary golf rounds.
06/04/2024
Oakglen Wealth-managed Libero funds going live
Oakglen has also been chosen by Blacktower to manage its new portfolio management service.
06/04/2024
CREDIT AGRICOLE SA: Indosuez Wealth Management, a subsidiary of Crédit Agricole S.A., finalises the acquisition of Degroof Petercam
It strengthens Crédit Agricole's presence in Belgium and will generate significant synergies with its various business lines.
06/04/2024
Flossbach von Storch collaborates with major French bank
The cooperation will also include other services, such as fund accounting.
06/04/2024
Brookfield Asset Management mulls Tritax Eurobox takeover
Investing across Europe, Tritax Eurobox manages properties in Spain, Belgium and Germany.
06/04/2024
A positive month for investors as wealth managers remain unfazed by election year
Equity sector positioning was key with technology outperforming while property, energy and oil stocks all disappointed.
06/04/2024
Wealth Enhancement Group Announces the Addition of Gavin Financial Group, an Independent RIA with Over $658 Million in Client Assets
This partnership marks Wealth Enhancement Group's first location in Michigan and brings the firm's total client assets to more than $82.1 billion.
06/03/2024
UBS completes merger of UBS AG and Credit Suisse AG
The merger facilitates the migration of clients and operations from Credit Suisse to integrated UBS platforms over time, following business, client- and product-specific requirements.