04/04/2023
Over 300 wealth and asset managers have offices in the DIFC
Firms based in the Dubai International Financial Centre represent an industry size of $450bn
Wealth and Asset Management
04/04/2023
Edmond de Rothschild Corporate Finance advises a Private owner on the sale of a logistics asset in Bernolsheim, France
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co hails first-ever annual profit - and says it has 'come of age'
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/04/2023
All North American clients of Vontobel Wealth Management are now under one roof
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
Northern Trust Launches Market Risk Monitor
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/03/2023
Biggest banks in the world, as measured by total assets, 2023
A bank’s assets include, among other things, the number of its loans, mortgages, and credit card accounts.
04/03/2023
ERI wins in the Transaction Processing Solution category at the WealthBriefing European Awards 2023
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
04/03/2023
UBS shortlists four consultants for Credit Suisse integration
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract
04/03/2023
Sydney wealth manager launches online solution
Sarto Invest would have a minimum investment of $25,000 and be delivered in collaboration with the platform OpenInvest.
04/03/2023
REYL Intesa Sanpaolo named "Best European HNW Team" by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Group.
04/03/2023
Julius Baer named best in the world for High Net Worth Individuals by Euromoney
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Evelyn Partners acquires Ashcroft Partnership LLP
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
HSBC named UAE’s Best International Private Bank at Euromoney Awards
The premier accolade for private bankers and wealth managers, recognised by the industry across the globe
04/03/2023
WH Ireland shares drop as full-year trading misses forecasts
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
Ambitious wealth management firm makes sixth acquisition
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
The UAE: A Hub For Wealth
At the heart of the Arabian Peninsula, the UAE is home to some of the world’s wealthiest people and an increasing number of foreigners.
04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
The Credit Suisse Nostalgia Industry is up and Running
In the future, the financial institution will operate under the umbrella of its rival UBS.
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Another debt ceiling debate
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.