05/11/2022
Collardi to buy stake
He is currently a non-independent member of the board of directors of EFG, of which he acquired a 3.6% share.
Wealth and Asset Management
05/11/2022
Capital Risk Management and MP2 Financial teams join Tilney Smith & Williamson’s Edinburgh Office
Both businesses, who are currently based in Coates Crescent in Edinburgh
05/10/2022
Citi to hire 700 private bankers
The new offices are located at the bank’s existing locations in both cities.
05/10/2022
Two UBS Advisors Named to the Barron’s Top 100 Financial Advisors List
Greg Cash and Mitchell Wickham joined UBS Private Wealth Management in 2020, after spending more than two decades at Merrill Private Wealth Management.
05/10/2022
Ascent Wealth Partners Rejoins Dynasty Financial Partners Network
Upstate New York Firm with Three Locations Rejoins the Dynasty Financial Partners Network
05/10/2022
DBS, Shenzhen Rural Enter WM Tie-Up
The services will be offered under the Wealth Management Connect (WMC) program for «Southbound» investors, or residents of nine mainland cities in China’s Greater Bay Area, for investing in products from banks in Hong Kong and Macau.
05/10/2022
UK wealth manager enters liquidation
As Welsh advice firm fails
05/10/2022
Women investors: A force to drive sustainable investments
Patricia Quek of UBS Wealth Management speaks on the efforts taken to nurture this group of clientele
05/10/2022
Wealth managers must ‘transform’
Wealth management businesses must be willing to shake up their systems and processes to avoid losing staff, a senior consultant has said.
05/10/2022
CIMB Private Banking gets nod for best domestic private bank
The Asiamoney Asia Private Banking Awards are presented annually to outstanding financial institutions
05/10/2022
Majority of Middle East’s wealthy plan to increase sustainable investments
Eighty-one per cent of regional HNW investors already consider sustainability and ESG when making financial decisions, according to Lombard Odier
05/10/2022
Credit Suisse further enhances its offering for charitable foundations
Charitable foundations domiciled in Switzerland to benefit from new dedicated solution for investment of foundation assets
05/10/2022
Deutsche eyes brighter Asean future
Positive economic growth drivers for the region bode well for asset and sector selection, according to Deutsche Bank International Private Bank.
05/10/2022
Julius Baer launches metaverse pilot programme
The bank said that the pilot has been for a closed group, which is currently made up of 12 volunteers from the bank.
05/10/2022
CI Private Wealth to Establish Trust Company
Move highlights continued development of fast-growing private wealth firm
05/10/2022
Jersey lists sovereign bond on TISE
Jersey has listed a new £500 million government bond on The International Stock Exchange (TISE).
05/09/2022
What Many Wealthy Families Get Wrong About 'Great' Wealth Managers
When searching for wealth managers, a large majority of the wealthy focus intently on one characteristic.
05/09/2022
One Hand Gives, the Other Takes
Investigators confirmed to finews.com in 2019 that the PNF was taking action against Credit Suisse over untaxed funds from French clients in Swiss accounts.
05/09/2022
Westpac WM Takes Hit
The Board has determined an interim, fully franked dividend of 61 cents per share to be paid on 24 June 2022.
05/09/2022
After a record year, Reuss Private Group AG expects more moderate growth
In June 2021, Reuss Private Bank für Wertpapierhandel AG received a license for the financial commission business from BaFin and changed its name.