04/05/2023
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Five J.P. Morgan advisors named America’s Top Wealth Advisors
04/05/2023
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
It was also named as the Best Bank for the Ultra-High Net Worth clients.
04/04/2023
RMB Private Bank won two awards for the Best Bank for Ultra High Net Worth Individuals and Best bank for ESG Investing in South Africa.
04/04/2023
UBS's forced takeover of Credit Suisse announced a little over two weeks ago, is also likely to have an impact notwithstanding Standard Chartered's current strong sweet spot in the mass affluent market.
04/04/2023
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
The fund invests in listed companies in Germany.
04/04/2023
Firms based in the Dubai International Financial Centre represent an industry size of $450bn
04/04/2023
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/04/2023
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/03/2023
A bank’s assets include, among other things, the number of its loans, mortgages, and credit card accounts.
04/03/2023
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.