04/03/2023
Sydney wealth manager launches online solution
Sarto Invest would have a minimum investment of $25,000 and be delivered in collaboration with the platform OpenInvest.
Wealth and Asset Management
04/03/2023
REYL Intesa Sanpaolo named "Best European HNW Team" by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Group.
04/03/2023
Julius Baer named best in the world for High Net Worth Individuals by Euromoney
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Evelyn Partners acquires Ashcroft Partnership LLP
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
HSBC named UAE’s Best International Private Bank at Euromoney Awards
The premier accolade for private bankers and wealth managers, recognised by the industry across the globe
04/03/2023
WH Ireland shares drop as full-year trading misses forecasts
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
Ambitious wealth management firm makes sixth acquisition
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
The UAE: A Hub For Wealth
At the heart of the Arabian Peninsula, the UAE is home to some of the world’s wealthiest people and an increasing number of foreigners.
04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
The Credit Suisse Nostalgia Industry is up and Running
In the future, the financial institution will operate under the umbrella of its rival UBS.
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Another debt ceiling debate
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.
03/31/2023
UBP and RMG close an exclusive private markets transaction
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Arbuthnot Banking Group: Audited Final Results
Profit growth accelerates path to "Future State".
03/31/2023
Dowgate Wealth announces launch of new investment company: Onward Opportunities Limited
Newly launched investment company with UK smaller company focus
03/31/2023
HSBC takes centre stage in positioning Hong Kong as an international wealth hub for family offices
The bank took part in the government’s recent Wealth for Good summit that hosted some of the world’s wealthiest families and their representatives
03/31/2023
Africa’s best private bank 2023: Standard Bank Wealth and Investment
This year, amid strong competition, the judges agree that Standard Bank Wealth and Investment is the institution that has best demonstrated its distinction and regional leadership in Africa
03/31/2023
Deutsche Bank creates wealth operation in South Africa
It will offer a range of services including portfolio management and complex structuring
03/31/2023
Tidjane Thiam blames speculators
He spoke on Thursday about the risks he believes the banking industry will face in the coming years.
03/31/2023
Gresham House Annual Results 2022
20% increase in AUM to £7.8bn, with strong organic growth.