01/05/2024
FusionIQ One subsequently received the accolade of “highly commended” at FinTech Futures‘ 2023 Banking Tech Awards in the Best Digital Solution Provider – Financial and Investment Advice category.
01/05/2024
Robert Moore, Director – UK at Jersey Finance, recently invited a group of London-based intermediaries to discuss and debate how they are working with the next generation and how private clients’ expectations are changing. Here he reflects on
01/05/2024
Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team
01/04/2024
She joins the firm's chief investment office team under Michael Foo, partner and chief investment officer.
01/04/2024
A total of around 40 employees will work on the German market at the institute in the future.
01/04/2024
The initial offering period for the new fund ends on January 12.
01/04/2024
Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.
01/04/2024
Ping An Bank has tailored its services to focus primarily on wealth preservation and asset appreciation.
01/03/2024
Strategic acquisition adds a third Massachusetts office for the firm
01/03/2024
This wealth boom is creating unprecedented opportunities for private bankers and wealth managers.
01/03/2024
HR director Christophe Ciré, who has been at the helm of the project since his appointment in May, provides more insight.
01/03/2024
For these people, 2024 will thus be a year on razor's edge.
01/03/2024
The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.
01/03/2024
Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.
01/03/2024
Angelika Stückler is the new head of equities at Alpen Partners.
01/03/2024
Mercer Advisors has made a deal to snap up a US-based firm.
01/02/2024
ADIB-Egypt’s vanguard Shariah-compliant private banking proposition redefines wealth management standards
01/02/2024
A good time to look back at the old year again.
01/02/2024
My Money Group and CCF are under the control, directly or indirectly, of funds and accounts managed or advised by Cerberus Capital Management L.P.
01/02/2024
Delano asked Luxembourg investment industry professionals about the top issue on their radar for the coming year.