11/07/2021
The Big Interview: David Durlacher, CEO of Julius Baer International
David Durlacher is the chief executive of wealth-manager Julius Baer International, responsible for its business in the UK and Guernsey.
Wealth and Asset Management
11/07/2021
40-Year-Old Canadian Wealth Manager May Enter In Crypto
The research of Bloomberg’s experts seems 100% true and can be seen through the planning of a 40 years old wealth manager firm “IGM Financial Inc”. At present, IGM is managing around $260 billion worth of funds.
11/05/2021
Credit Suisse shutters prime broking after $5.5bn Archegos hit in pivot towards wealth management
Swiss bank looks to put multiple scandals behind it with strategy shift
11/05/2021
REYL & Cie named "Best Private Banking Boutique in Europe"
The judges highlighted the results achieved by the REYL Group, which increased its assets under management and the number of its employees for the 19th and 16th consecutive years respectively.
11/05/2021
Northern Trust Named Best Private Bank in U.S.
Also Named Best Private Bank for Family Offices in U.S.
11/05/2021
Aquarius Financial launches in London
Aquarius Financial is currently opening their headquarters in London’s Mayfair
11/05/2021
ZKB joins BX Swiss platform for structured products
The cantonal bank is expanding its derivatives offering.
11/05/2021
BNP Paribas Wealth Management “2021 Global Entrepreneur & Family report” - Impact Journey
They count on us to accompany them in having a positive impact, and they are looking to do so, both through their businesses and through their investments.
11/04/2021
Zoe Financial partners with wealth management firm
Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.
11/04/2021
CaixaBank named 'Best Private Bank in Spain'
The awards' jury, which distinguishes excellence in the sector, has recognised in 2021 CaixaBank's private banking business model, focused on quality advice and its commitment to sustainable financial advice, constant growth and the use of new t
11/04/2021
Integrity Wealth Team joins LPL
Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.
11/04/2021
Credit Suisse Group announces Q3 financial results
Credit Suisse reported strong third quarter pre-tax income and a CET1 ratio of 14.4 percent
11/04/2021
Hansard Global: First trading update for the year
Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021
11/04/2021
Credit Suisse Folds Private Wealth Into One
The bank will reduce capital in the investment bank by more than $3 billion by the end of 2022, while it will reassign capital to the newly formed private bank.
11/04/2021
LGT Vestra partners cash out £23m as profit climbs 50%
The wealth firm’s partners cashed out £23m in 2020 as profits were boosted.
11/04/2021
Valiant: Asset management is finally taking off
Valiant increased its income from commission and service business by 5.5 percent to 48.4 million francs, thus also exceeding the 3 percent target.
11/04/2021
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Digitization is enabling expansion of SBL to retail wealth
11/04/2021
Quilter to restructure business divisions
As it creates two segments focussing on HNW and affluent clients
11/04/2021
Lombard Odier wins prestigious sustainability award
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
11/04/2021
Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services
Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic