03/07/2022
It is understood Wilsons won a competitive process to buy Chancellor Portfolio Services, adding the firm’s clients, client assets and advisers to its private wealth advisory division.
03/07/2022
The move comes after the bank's assets were frozen and VTB is among seven banks set to be banned from Swift global payments network next Saturday.
03/07/2022
In this role, he will also become a member of PWM's Executive Board.
03/07/2022
Wealthy Russians with links to President Vladimir Putin have seen their assets frozen across the world
03/07/2022
The Report presents the fully audited results for the year ending 31 December 2021.
03/07/2022
The UBS Board of Directors also announced that Reto Francioni is not standing for re-election to the Board of Directors of UBS Group AG and UBS AG.
03/07/2022
Schroders has successfully launched two new funds for investors focused on small and micro cap companies in the Nordics, a region which is characterised by cutting-edge technology and superior growth.
03/07/2022
As emerging markets mature and grow, their ability to finance themselves through bonds issued in local currencies will increase, and, consequently, so will opportunities for investors.
03/07/2022
Jim O'Donnell, the head of Citi Global Wealth Management, said the group is planning to significantly increase its number of client advisors over the next five years.
03/07/2022
High profile women are increasingly in the spotlight for all the right reasons when it comes to charitable giving and creating foundations.
03/04/2022
Through this partnership, CRUX will therefore advise UBP on the Bank’s Asia equity funds and mandates
03/04/2022
Following the successful closure of the transaction, Credit Suisse requested non-participating investors to destroy documents relating to the matter, as stipulated in the NDA.
03/04/2022
Credit Suisse Real Estate Fund Green Property exhibits market value of more than CHF 3 bn
03/04/2022
Deal brings group AuM to £800m
03/04/2022
A Russian private banker provides a unique insider's account of how they are having to redraw their approaches daily as new restrictions are placed on the country following its invasion of Ukraine.
03/04/2022
The advice business will remain restricted, which he said would be positive for its clients and for its advisers.
03/04/2022
The news outlet looked into relationships between a number of Russian oligarchs and companies to financial services companies in Switzerland by cross-referencing sanctions lists with leaked documents from the Pandora Papers and the Fincen Files.
03/04/2022
The Awards are now in their eleventh year and are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector and highlight the female leaders of today and tomorrow.
03/03/2022
Bank details wealth expansion at virtual investor day
03/03/2022
The EU decided on Wednesday to cut-off seven Russian banks on 12 March from the Swift intra-bank messaging system