09/28/2021
Ex-Julius Baer bankers launch Zurich wealth manager
The company is licensed by Finma and has a partnership with Aquila.
Wealth and Asset Management
09/28/2021
Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets
Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”
09/28/2021
IQ-EQ wins Trust Company Of The Year Accolade at The 16th Annual STEP Private Client Awards
Winning this award, the hallmark of excellence within the private client trust industry, is a true testament to the calibre of our people and the strength of our service offering.
09/28/2021
Advisor Group Successfully Recruits Three Wealth Management Practices With Combined $498 Million In Total Client Assets
Financial Advisors from California, Nevada Joining Advisor Group Subsidiary SagePoint Financial and Top Producer The AmeriFlex Group®
09/28/2021
The top 'in-demand' jobs in Singapore wealth management
There is also a constant demand for relationship managers and wealth management professionals to service the emerging wealth population in Asian markets.
09/28/2021
Morgan Stanley Launches Family Legacy and Governance Institute
New virtual educational program is designed for estate planning, accounting and financial professionals in addressing human capital-focused needs
09/28/2021
UniCredit Creates Wealth Management, Private Banking Division in Italy
In addition to private banking and wealth management, the bank's ultra-high-net-worth families and family holdings businesses will also report directly to Mr. Vecchi.
09/27/2021
Evergrande Was Credit Suisse «One-Bank» Client
This would mint him and the firm precisely the type of ultra-wealthy client that Credit Suisse's private bankers, as well as capital markets arm, would be hunting.
09/27/2021
Pierin Vincenz received a million dollar loan from Peter Spuhler
The money was used to replace a mortgage to finance his villa in Teufen in Appenzell.
09/27/2021
The Xander Group invests in Sanctum Wealth
The investment will be made through Xander’s Singapore-based financial services arm and the funds will be used to strengthen Sanctum’s operating platform and increase its client coverage.
09/27/2021
Goldman Sachs expects oil prices to reach $90 by year-end on supply constraints
Brent futures hit a near three-year high last week as global output disruptions have forced energy companies to pull large amounts of crude out of inventories
09/27/2021
Wealth management in the GCC: Massive transformation looming
Hybrid wealth management will be the way forward
09/27/2021
Julius Baer Int'l back in profit as UK regional push pays off
The firm’s heavy investment three years ago to establish a number of wealth posts across the UK has started to bear fruit.
09/27/2021
7IM sees AUM increase by 24 per cent for 2020
The firm’s investment process was another key driver of success.
09/25/2021
The Future of Wealth Management is Hyper-personalised
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/24/2021
Zoe Financial announces partnership with Alchemist Wealth
Through this network, you will now be able to match with Alchemist Wealth Advisors, a black-owned Registered Independent Advisory (RIA) firm specializing in equalizing access to financial planning.
09/24/2021
Credit Suisse CEO Enjoys Chairman's Backing
The endorsement must sound like music to Gottstein’s ears
09/24/2021
JTC Wins at Drawdown Awards
The Drawdown Awards celebrate excellence and innovation within private capital fund operations.
09/24/2021
Brooks Macdonald launches ‘Inclusive futures’ to attract next-gen wealth management talent
Brooks Macdonald’s new graduate scheme will give participants the opportunity to gain the fundamental experience and skills needed to excel in the industry.
09/24/2021
Accuro’s forward-thinking business practices recognised by STEP Award
Accuro stands out in this industry as an independent, fully management-and-staff-owned business