10/04/2021
NatWest launches Coutts private bank in Scotland
The new Scottish footprint comes in the wake of the bank’s owner, NatWest Group, disposing of part of its Adam & Co business earlier this year.
Wealth and Asset Management
10/04/2021
RHB opens wealth management hub in Singapore
For more than half a century in Singapore, RHB has garnered invaluable financial experience and transferred those insights of service excellence on to clients, helping individuals and corporations fulfil their financial goals.
10/04/2021
Rahn + Bodmer calls the movers
On the Talstrasse, there has been no investment in the infrastructure for more than ten years.
10/04/2021
Building the Safest Private Bank in the World
Golden Suisse has successfully integrated vaulted government minted gold and silver bars and bullion currencies with open banking technology, combining Swiss tradition and technology.
10/01/2021
Two Practices With Combined $350 Million Joining Cetera Through Farpointe Wealth Partners
First Oklahoma Advisory Group and Dahle's Financial Services represent the latest additions to the rapidly growing Farpointe community
10/01/2021
Zoe Financial announces partnership with wealth management firm
Their goal is anticipating your life events to reflect how you want to make an impact with your investments, in order to create your own path to financial freedom.
10/01/2021
MISSO Wealth Management to join Focus Partner firm
Through a core emphasis on quality advice and transparency, MISSO delivers strategic advice through a holistic approach that is tailored to each client's specific needs and objectives.
10/01/2021
UBS Advisor Named to the Top 250 Wealth Advisors List
Michael has over 30 years of experience in the financial services industry, serving the complex needs of successful families and institutional clients.
10/01/2021
CI Financial Completes Acquisition
With the completion of the acquisition of Portola and other outstanding transactions, CI Private Wealth will serve clients across the United States with total assets of approximately US$82 billion (C$103 billion).
10/01/2021
5 women from Tilney short-listed for the 2021 Women in Financial Advice Awards
Prestigious annual awards champion contributions women have made in the financial advice sector. Read extracts from Tilney nominees’ written submissions and be inspired.
10/01/2021
PIMFA announcs shortlist for inaugural Diversity & Inclusion Awards
The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with.
10/01/2021
Swiss Banker Cashes Out For A Fourth Time
Little-known outside of Switzerland, Fanconi is impeccably connected within Switzerland, including with ex-Pictet partner Boris Collardi and the wealthy Greek shipping family, Latsis.
10/01/2021
Leonteq Opens Lisbon office
Lisbon, Portugal was selected as Leonteq’s newest location due to several factors, including talent and sourcing opportunities, political stability, quality of life, time zone and cost considerations, and the company’s onsite presence was esta
10/01/2021
Canaccord Genuity Wealth Management completes acquisition of Adam & Company
The completion establishes the Company's entry into the Scottish market
10/01/2021
Deutsche Bank to cut Europe branches as it refocuses on wealthy clients
The bank is looking to consolidate its branch network in Italy and Spain
09/30/2021
Wanted! Pictet seeks new PM to help run giant Robotics fund
Swiss group on the hunt to add more investment expertise to $9.6bn strategy overseen by Citywire AAA-rated pair.
09/30/2021
Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals
The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.
09/30/2021
Quarterly Investment Update - From great to merely good: is that good enough?
The recovery has come off the boil, but we think it will continue supporting the markets.
09/30/2021
Wealth Enhancement Group Joins Forces with Independent RIA
Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region
09/29/2021
Private Bank Briefing – September 2021
This edition’s Lessons from Enforcement covers a recent case examining the impact of non-financial misconduct on an individual’s fitness and propriety.