04/03/2025
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/03/2025
UBS received 22 awards across various categories
04/02/2025
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
This collaboration leverages the expertise of Origin Private Office in identifying exceptional investment opportunities for their clientele, alongside Aldar Development's portfolio of world-class properties.
04/02/2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.
04/02/2025
This elite list annually recognizes the country's top-performing women financial advisors who lead the way by offering best practices and providing a high-quality experience for their clients.
04/02/2025
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Private banking’s rising influence within Asian financial groups stems from its outsized contribution to margins and fees.
04/02/2025
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/02/2025
Deep Field Capital has launched several vehicles which provide access to Quantamental Capital’s flagship market-neutral US cash equities strategy.
04/01/2025
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
04/01/2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
04/01/2025
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
04/01/2025
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
04/01/2025
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
04/01/2025
All UBP London-based teams will move into a new office in Marylebone later this year.
04/01/2025
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.
04/01/2025
This partnership marks the firm's first location in North Dakota.