12/18/2023
Farro Ventures to set up wealth management, international mobility offices in Dubai
The Farro Capital and Farro & Co offices will be under the DIFC and IFZA jurisdictions
Wealth and Asset Management
12/18/2023
Swiss wealth managers ‘should have 80% US equities’: Geneva adviser
Gömöri has a huge overweight to technology stocks and is bullish on equities for the next two years.
12/18/2023
Private banks adopt new models to advance digital and AI strategies
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.
12/18/2023
Where seven private bank CIOs see the ‘sweet spot’ in bonds
Will the year ahead provide easy pickings across the board for fixed income investors or are there clear no-go zones?
12/15/2023
St James’s Place plans to raise up to £1bn to buy out partner businesses
The FTSE 100 wealth manager will drum up funds to ensure clients stay within the group
12/15/2023
Lazard and Elaia Partners Enter Into Exclusive Negotiations for a Strategic Partnership
Lazard and Elaia Partners have a common focus on investment excellence and performance.
12/15/2023
Osaic Announces Acquisition of Lincoln Wealth
Acquisition continues Osaic's strategic growth with addition of more than 1,450 producing advisors and $108B in AUM
12/15/2023
Investec Awarded “Overall Private Bank” for the Second Consecutive Year at the WealthBriefing Channel Islands Awards 2023
We’re delighted that our dedication has been acknowledged through this prestigious award.
12/15/2023
Swiss private bank specifies further expansion into Germany
At the beginning of 2024, the Swiss will open an office in the Dreischeibehaus in Düsseldorf.
12/15/2023
Quilter Cheviot celebrates 50th anniversary in Jersey
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.
12/15/2023
Exploring the complexities of global wealth management for high-net-worth clients
They are especially vulnerable to market fluctuations and currency exchange rate volatility, heightened by geopolitical instability.
12/15/2023
10 Best Private Banks for High Net Worth Individuals in the UK: Unveiling Exclusive Banking Services
These institutions excel in offering bespoke services, ranging from tailored investment management to specialized lending solutions and comprehensive wealth planning.
12/15/2023
Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
12/15/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
Selected as Sole Provider of Trading Services, Agreement Also Sees Waverton Traders Join Northern Trust
12/15/2023
Winners of the Private Banking & Wealth Management Switzerland Awards announced
The awards have been announced in Switzerland but who will come away as the big winner?
12/14/2023
Credit Suisse Scraps Wealth Business in China
UBS currently holds one such license and it has not yet merged with Credit Suisse’s Chinese entities.
12/14/2023
NAB and Jarden Wealth to launch New Zealand wealth & asset management business
Under the Proposed Transaction, NAB and Jarden Wealth will each receive a cash payment along with a retained shareholding of 45% and 20% respectively.
12/14/2023
Cazenove Capital named Wealth Manager of the Year at the Environmental Finance IMPACT Awards 2023
These awards showcase emerging pockets of best practices across all asset classes and geographies, fostering excitement and optimism about the potential of impact investing.
12/14/2023
Sustainable Model Portfolio Service celebrates five years of growth and partnership
The team is supported by the wider LGT Wealth Management investment and research teams, along with LGT Private Banking's global sustainable investing platform.
12/14/2023
Inside Rathbones' £2.6bn fixed income operation
Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.