02/14/2020
Julius Baer tops Euromoney awards
In addition to Best Private Banking Services Overall, Julius Baer was ranked first for Private Banking and Wealth Management in all four client size categories above $1m.
Wealth and Asset Management
02/14/2020
Brunel Group Launches New Wealth Management Arm
The new firm will provide financial planning and wealth management to private clients, businesses, business owners, high-net-worth individuals, charities and trusts.
02/14/2020
Citi moves some €20bn in private banking portfolio to Luxembourg
Grand Duchy to become Citi's private banking hub for Europe, boost staff
02/13/2020
European private equity firm to take over wealth platform
As the digital provider reshuffles its senior management team
02/13/2020
Butterfield Reports Fourth Quarter and Full Year 2019 Results
Net income for the year ended December 31, 2019 was $177.1 million
02/13/2020
Asset Management Europe: Rothschild & Co
Marc-Antoine Collard, Chief Economist, Head of Economic Research, Asset Management, Europe
02/13/2020
CS board member to leave as Thiam hails 69% income rise
The bank announced the news with its 2019 annual results,
02/13/2020
Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020
The awards ceremony will be held on the 23rd April at the DeVere Connaught Rooms.
02/13/2020
Credit Suisse Posts Strong Profit on Gains in Wealth Management Business
Strong growth in profitability, net income and returns in 2019
02/13/2020
Vontobel reports strong growth in Asset Management in 2019
This growth reflects good performance and, above all, the fact that Vontobel is leveraging its product expertise to deliver needs-oriented solutions to its clients.
02/13/2020
AMP wealth earnings halve as investors flee
AMP reported a full-year net loss of $2.5 billion, with underlying profit of $464 million
02/13/2020
Crest View International Announces Plans for a Dedicated Research Office
Crest View International is striving to provide its clients with a host of comprehensive financial reports with both technical and fundamental analysis.
02/12/2020
Active Wealth Management Firms Target Next-Gen Investors Using Old Tech
The report is aimed at firms that use advisors, but that doesn’t mean that the traditional advisor-led firms aren’t well aware of passive funds.
02/12/2020
Fieldpoint Private Again a Winner at the Private Asset Management Awards
The award marks the firm’s third such win in the last five years.
02/12/2020
Vontobel reports strong growth in Asset Management in 2019
Vontobel wants to achieve further growth in Asset Management in 2020.
02/11/2020
Investment in human capital
Smart companies will realize that employee goodwill is the key to exciting work
02/11/2020
Rothschild fund management boss on the hunt for deals
‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest
02/11/2020
WeekWatch - St. James's Place
After the laughter, however, comes the hard work.
02/11/2020
BNY Mellon launches sustainable version of real return fund
The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.
02/11/2020
Private markets investment platform Moonfare reaches a quarter of a billion in AuM
Private equity has become an increasingly popular asset class for investors seeking returns in a long-term, low-interest rate environment, but it has traditionally been almost impossible for individuals to access.