07/06/2023
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/06/2023
As global interest in sustainability, ethical and governance issues and impact investing increases, Withers remains committed to supporting businesses and families in achieving their ambitions to drive positive, meaningful change.
07/06/2023
Following an extensive consultation process including Quilter colleagues and an interview panel, The Brokerage was selected as a Quilter Foundation employment partner in recognition of its extensive experience and impressive track record in its field.
07/06/2023
Together with Numarics, UBS is making everyday life easier for SMEs with digital solutions and is taking the next step towards a fully integrated ecosystem for corporate clients in Switzerland.
07/05/2023
Even Coutts has joined the Woke blob.
07/05/2023
The new offering aims to democratize access to private banking and institutional-grade services, covering a range of public and private markets, alternatives, quant, passive index and active investment opportunities at fully transparent and lower fees.
07/05/2023
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
07/05/2023
It was also reported that gross discretionary assets under management were £4.7bn in 2023, down from the £5.1bn recorded in 2022, and that over £577mn of new inflows were recorded during the year.
07/05/2023
UAE’s financial wealth will witness a strong expansion in coming years, growing from $700 billion in 2021 to $1 trillion in 2026
07/05/2023
This includes advisers who specialise in high-net-worth business.
07/04/2023
The largest was BG Group, a 13-person team that managed $2.5 billion at Merrill.
07/04/2023
An evolving and innovative private banking proposition in the UAE
07/04/2023
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
The British bank is to poach a team of senior bankers from Credit Suisse in a blow to UBS in Qatar.
07/04/2023
Banks and wealth managers in Europe must become increasingly digital.
07/04/2023
Wealth management firms require robust systems that provide real-time data,advanced analytics, flexibility, and intuitive risk assessments.
07/04/2023
UBS is looking to hold on to bankers with client relationships
07/04/2023
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
07/04/2023
The business is aimed at professionals, entrepreneurs and their families with investable assets of more than $2 million, HSBC said in a statement.
07/04/2023
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.