Managers of Wealth

Julius Baer awarded best private bank accolade at Euromoney awards

The awards underwent a significant change two years ago by evaluating the Channel Islands as a unified region rather than separate entities.

Lombard Odier named best pure-play private bank at Euromoney Awards 2024

These include the prestigious prizes for Western Europe's Best Pure-Play Private Bank and the Middle East's Best Pure-Play Private Bank.

CaixaBank once again named 'Best Domestic Private Bank in Spain' by Euromoney

CaixaBank Private Banking has received Euromoney's top national award six times in the last 10 years.

Perth wealth manager expands to regional WA with accountancy partnership

As part of the partnership, Magda Betlem, director of AMD, has become an authorised adviser for Integro.

Wentworth Merges With Kingswood Acquisition, Set To Go Public

The merger paves the way for Wentworth to go public as a new entity, Binah Capital Group, an independent wealth management firm.

Executive Wealth Group to Join Focus Partner Firm Bordeaux Wealth Advisors, Expanding Bordeaux’s Niche of Advising Executives in the Aerospace Industry

The transaction will increase Bordeaux’s presence and market leadership in the Seattle market and enhance its ability to serve executives in the aerospace industry.

Waystone becomes first independent ACD to have LTAF approved

The LTAF will invest in a blend of private market asset classes, such as private equity, private credit, infrastructure and real estate, for a single Defined Contribution (DC) pension scheme.

Middle East’s best for UHNW: Emirates NBD Private Banking

Under the Dubai-based bank’s Lombard lending programme, clients have access to secured lending against liquid assets such as investment securities.

Euromoney Global Private Banking Awards 2024: LGT wins seven awards

This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.

Formue’s Nordic formula for revolutionizing wealth management

For private bankers sitting in Zurich, London or New York, wealth management in the Nordic region can look very odd indeed.

Deutsche Bank’s Private Bank wins a record 15 Euromoney awards

Winning a trifecta of global private banking titles speaks volumes of what we have achieved together for our private banking and wealth management business.

UBS loses two experienced entrepreneurial bankers in Bern

UBS finds no peace in the Bern market region.

SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients

Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures

Santander named Best International Private Bank in Latin America by Euromoney

In Europe, Euromoney named Santander Private Banking the Best International Private Bank in Poland, Portugal and the UK.

IQ-EQ appointed by Faros Point Capital Management

Faros Point received backing from a group that includes US college endowments and family offices

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their twelfth year, commend companies, teams and individuals across a broad range of financial services in the private banking, wealth management and trusted adviser sectors.

UBS Boss Ermotti Says Banks Are Not the ‘Climate Police’

It should be the responsibility of governments to decide what assets and activities should be labeled green or brown, not central banks or supervisory authorities, he said on Thursday.

BOS Hires Former Deutsche Private Banker

Based in Singapore, she reports to Jeffrey Tan, market head, ASEAN.

Leading the UBS-Credit Suisse merger with the power of two

Amy Lo and Jin Yee Young, UBS GWM's heads of Asia Pacific, reveal the goings-on that took place in the Swiss bank after the biggest tie-up since the global financial crisis.

Changes in the Supervisory Boards of LHV Group and LHV Pank

LHV Group is the largest domestic financial group and capital provider in Estonia.

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Wealth and Asset Management