05/23/2024
Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.
05/23/2024
Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.
05/23/2024
The 86-year-old passed away in the presence of family, following a long illness.
05/22/2024
Winning young clients is critical to future success for private banks and wealth managers
05/22/2024
The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.
05/22/2024
Coping with this central task has apparently now become even more difficult for Bereaux.
05/22/2024
In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.
05/22/2024
The Board continues to keep gearing under consideration and the Manager has access to a £75 million revolving credit facility, as well as an overdraft facility.
05/22/2024
Third Financial is a fast-growing investment platform and software provider.
05/22/2024
This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.
05/22/2024
LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.
05/21/2024
The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.
05/21/2024
UHNWs in the UK are giving less than they did last year – and wealth managers are key to turning the trend around
05/21/2024
Geller’s main lines of business include investment management, strategic wealth planning, tax advisory and Personal CFO Services.
05/21/2024
The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.
05/21/2024
EFG Hermes says it will push the technology to its client base across the Mena region. providing customers with a more efficient and personalised investment experience.
05/21/2024
Technological advancements and demographic changes are unquestionably reshaping the landscape of wealth management.
05/21/2024
The fund will typically hold 350 to 400 stocks
05/21/2024
JPMorgan Private Bank calls an end to the rebound and advises investors to sell Chinese stocks, particularly offshore shares
05/21/2024
The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.