08/04/2022
While a growing number of private banks are offering crypto to wealthy clients including Julius Baer, LGT, Goldman Sachs and more, Pictet believes that adoption at this point in time might be premature.
08/04/2022
The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California.
08/04/2022
Managing director of M&G Wealth, David Montgomery, echoed similar plans.
08/04/2022
We’re seeing several signs that London’s prime property market is getting back on form.
08/04/2022
The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.
08/03/2022
Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence
08/03/2022
These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.
08/03/2022
The ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control.
08/03/2022
British lender seeking to hire, buy assets from other firms
08/03/2022
Plymouth-based IFA
08/03/2022
Q2 2022 concluded two years of intense and disciplined execution of our various strategic projects.
08/03/2022
The Investment will support Saltus's ambition to become the leading force in UK wealth management
08/03/2022
Total expenses of CHF 109.5 million, down from CHF 120.6 million in the first half of 2021.
08/03/2022
Q2 numbers have been strong on the top line but we are certainly seeing margin pressure. Consumer sentiment has taken a hit, and we have yet to see that flow through to economic activity, or company results.
08/03/2022
That is significantly more than the 4.8 million francs achieved in the first six months of the previous year.
08/03/2022
Jean-Pierre Lagane heads Coges Corraterie Gestion, which is owned by the Eric Sturdza Group.
08/03/2022
To help UHNWs across the Middle East with succession planning
08/03/2022
The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.
08/03/2022
The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.
08/03/2022
The company is planning to add the staff over the next three years to support a new unit aimed at employees at private equity offices, consultancies and accounting firms.