02/22/2024
They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.
02/21/2024
The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.
02/21/2024
Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families
02/21/2024
This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.
02/21/2024
The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.
02/21/2024
U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years.
02/21/2024
The hustle of everyday banking often leaves little room for personalized attention.
02/21/2024
We made strategic investments in EFG’s future growth in 2023
02/21/2024
The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.
02/21/2024
CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.
02/21/2024
We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.
02/20/2024
Thomas Heller will become the new CIO of Frankfurter Bankgesellschaft in March.
02/20/2024
Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.
02/20/2024
This included net inflows of $9.5 billion and positive market movement of $6.0 billion.
02/20/2024
Observers are rubbing their eyes: Instead of the expected appeal process next July, the case against Pierin Vincenz is going back to square one.
02/20/2024
Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard
02/20/2024
The normalization of the interest rate environment led to a positive development in the interest business.
02/20/2024
In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023
02/20/2024
Yves de Montmollin steps into a Zurich-bound train every week now.
02/20/2024
The Fund’s introduction is a strategic move by Goldman Sachs Asset Management to build upon its active green bond offering.