08/16/2024
The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t
08/16/2024
A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.
08/16/2024
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
08/16/2024
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
The transaction is anticipated to be completed in the first quarter of 2025.
08/16/2024
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/16/2024
To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years
08/15/2024
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
08/15/2024
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
It emerged as Australia’s Best for Family Office Services, Australia’s Best for Next-Gen, and Australia’s Best for Succession Planning.
08/15/2024
This dip occurred despite the region gaining $8.2 billion in net new assets.
08/15/2024
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).