07/03/2023
The awards focus on legal excellence, innovative services, market-leading deals and exceptional performance, and are based on nominations, recommendations and endorsements received from China-focused in-house counsel and legal professionals.
07/03/2023
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
07/03/2023
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
The purchase price for the participation remains secret.
07/03/2023
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
07/03/2023
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
Elements include more than $7.5 million in philanthropic capital to support housing affordability and the expansion of Chase Home Lending’s $5,000 Homebuyer grant.
06/30/2023
The report highlights the bank's strong commitments to sustainable development
06/30/2023
Gresham House's Strategic Equity Capital trust, as well as its UK Multi Cap Income and UK Smaller Companies funds, now allocate 5.58% to Brooks Macdonald.
06/30/2023
That is significantly more than the 27.28 billion francs in the previous quarter.
06/30/2023
43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.
06/30/2023
Three New Sets of Strategies Further Enhance Flexibility for Advisors
06/30/2023
As it reports Bebeezthe partnership with Apollo is in fact the first of a long series.
06/30/2023
Other employees from the Credit Suisse department will move to Deutsche Bank, according to another source.
06/29/2023
Comnexa’s expertise and dedication to serving clients in the wealth management sector were acknowledged with the Silver Award in the highly competitive ‘Best Product / Service of the Year’ category.