03/25/2024
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.
Wealth and Asset Management
03/25/2024
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.
03/25/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
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.
03/22/2024
UBS loses two experienced entrepreneurial bankers in Bern
UBS finds no peace in the Bern market region.
03/22/2024
SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients
Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures
03/22/2024
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.
03/22/2024
IQ-EQ appointed by Faros Point Capital Management
Faros Point received backing from a group that includes US college endowments and family offices
03/22/2024
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.
03/22/2024
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.
03/21/2024
BOS Hires Former Deutsche Private Banker
Based in Singapore, she reports to Jeffrey Tan, market head, ASEAN.
03/21/2024
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.
03/21/2024
Changes in the Supervisory Boards of LHV Group and LHV Pank
LHV Group is the largest domestic financial group and capital provider in Estonia.