09/05/2025
Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.
09/05/2025
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
09/05/2025
She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.
09/05/2025
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.
09/05/2025
Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets
09/05/2025
The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.
09/04/2025
SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.
09/04/2025
The team is also actively recruiting to further strengthen its growing practice.
09/04/2025
In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs
09/04/2025
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
Swiss customers benefit from global strength with the usual quality
09/04/2025
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/04/2025
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/04/2025
Michele De Michelis: experience, method, and passion in scouting the best European managers.
09/04/2025
The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery
09/03/2025
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.