Deutsche Bank consolidates wealth services for enhanced client focus
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
Wealth and Asset Management
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Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
Inside the first-half: 30 events, from selloff to snapback
The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.
Switzerland’s proposed inheritance tax could undermine wealth hub status
Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel
HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions
Sami spearheads the bank’s wealth product strategy
Investing in unprepared inheritors for lasting family wealth
As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem
Derbyshire and Ryley Wealth Management extend partnership
As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder
Guernsey Finance celebrates quartet of prestigious industry awards
For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.
How to prepare the next generation for wealth
Providing for your family and ensuring they have access to better opportunities in life is crucial for many people.
What private banks' alts teams look like and how they're expanding
Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.