12/07/2021
Credit Suisse Poised to Anoint Top Private Banker
The Swiss bank’s board is poised to anoint the return of a veteran as the new head of private banking.
Wealth and Asset Management
12/07/2021
Intertrust agrees to $2 bln takeover bid from corporate services firm
Intertrust and CSC agree on recommended all-cash offer of EUR 20.00 per share
12/06/2021
UBS to drive into mass affluent market with new digital platform
UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.
12/06/2021
Stonehage Fleming launches global thematic multi-asset fund
The Global Thematic Investment Portfolio will back funds investing in societal advancement, automation, digitalisation, the evolving consumer, healthcare innovation and the transition to a green economy.
12/05/2021
Rothschild & Co wins inaugural Client Relationship award
The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective.
12/05/2021
RBC named Caribbean’s Best Private Bank
Global Finance regularly selects the top performers among banks and other financial services providers.
12/05/2021
Credit Suisse Deliberates Greensill «Full Monty»
Greensill is one of two major blow-ups at the Swiss bank this year, besides more than $5 billion in losses on Archegos – by far Wall Street's worst.
12/04/2021
Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year
Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.
12/03/2021
Butterfield named ‘Best Private Bank' in Cayman
Butterfield named 'Best Private Bank' in Cayman
12/03/2021
Ralph Hamers Defines UBS' New Sweet Spot
«That’s exactly the sweet spot that we want to go after.»
12/03/2021
UBS’s London Headquarters Attracts Buyer With £1.25 Billion Deal
The Swiss bank is committed to the site, which has more than 700,000 square feet (65,032 square meters) of space, until at least 2035.
12/02/2021
Jersey wealth manager buys IFA firm for £4m
Deal adds £77m in assets under advice and 500 clients to the business
12/02/2021
Ora Citron Named 2021 Five Star Wealth Manager
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
12/02/2021
Mercer Advisors announces wealth management acquisition
Edgar and Katy have built a great business and are highly respected wealth management professionals along with their team.
12/02/2021
RIA serving HNW joins CI Private Wealth
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
12/02/2021
Zurich WM opens office in Geneva
The group’s main office is in Zurich, but as well as the new presence in Geneva, it also has a representative office in Nur-Sultan, Kazakhstan.
12/02/2021
EdR private equity arm teams up with alts fund manager
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
12/02/2021
Change of name to Rathbones Group Plc
The change of name application has been submitted to Companies House.
12/02/2021
Apollo Accelerates Global Wealth Build with Acquisition of Griffin
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
12/02/2021
Abrin seals £1.5bn Interactive Investor deal
Our management will remain the same