02/09/2022
Vontobel achieves record result
Over the past year, Vontobel further expanded its investment expertise internationally.
Wealth and Asset Management
02/09/2022
Hamilton Lane strengthens European presence
The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.
02/09/2022
Accuro wins at Swiss Awards
This is a tremendous recognition of the team’s hard work in delivering a high quality client service
02/09/2022
Pictet Tops One Billion
Excellent investment performance and clear focus lead to strong result.
02/09/2022
How Can You Manage Rising Inflation Through Your Personal Finances? by Coutts
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
02/09/2022
Zug WM consolidator: We expect further acquisitions this year
Cinerius Financial Partners helps IAMs run more efficiently while keeping their independent identities, says founder Christoph Lieber.
02/09/2022
Brewin Dolphin launches alternatives fund to enhance £6.6bn MPS range
The new alternatives fund invests in property, commodities and absolute return to give diversification to advisers’ clients’ portfolios and to counter times of equity market volatility.
02/08/2022
UBS Not Profiting from Credit Suisse Woes
Bank customers are very loyal, Hamers says and it’s never a good thing when a competitor has problems,because the reputation of all banks suffers as a result.
02/08/2022
360 Accountants in partnership with leading wealth management firm
The synergies between the two businesses are also extremely apparent.
02/08/2022
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
How Can Private Banking Complement Your Family’s Wealth Plan?
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.
02/08/2022
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
Macquarie posts record third quarter
The markets-facing businesses’ combined 3Q22 net profit contribution was substantially up on 3Q21.
02/08/2022
UBS Advisor Receives Designation to Advise Clients in Sports and Entertainment Industries
UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across sports and entertainment industries.
02/08/2022
BNP Paribas wealth management delivers strong 2021
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
02/07/2022
Credit Suisse securitises yacht loans to oligarchs and tycoons
Swiss bank used derivatives to offload risks from lending billions to its richest clients
02/07/2022
Lombard Odier appoints managing director in Israel
He is based in Tel Aviv and reports to the firm’s market head for Israel, Antonio Perez.
02/07/2022
Tilney S&W to be sold or listed by PE owners
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.
02/07/2022
Carey Olsen strengthens trusts and private wealth offering in Asia with senior hire
Rachel, who will lead Carey Olsen's trusts and private wealth offering in Asia, regularly acts for professional trustees, family offices, wealth managers, financial institutions, settlors and beneficiaries, and advises on the establishment and restru
02/07/2022
Ex-HSBC India Chairman Joins Rothschild & Co
She will assist in advising Rothschild & Co on its strategic ambitions, with a focus on helping drive growth in the region.