02/14/2023
Planning during times of uncertainty is key to successful financial control says Belfast wealth management firm
Belfast-based Finlay Wealth Management marks its busiest year as clients seeking advice during economic uncertainty increase
Wealth and Asset Management
02/14/2023
Chanel owners in fray to back Rothschild & Co’s private listing bid
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
VP Bank Expands its German Business
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse and Taurus enter into strategic partnership
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.
02/14/2023
Pictet expands thematics range with regenerative economy fund
The new strategy will allocate to companies supporting a more sustainable consumption of natural resources.
02/14/2023
Scandi advice giant with £60bn in client assets enters UK market
Söderberg & Partners appoints former Novia executives to lead UK operations
02/13/2023
DBS full-year net profit rises 20% to record SGD 8.19 billion
Fourth-quarter earnings up 69% to SGD 2.34 billion, return on equity increases to 17.2%, both new highs
02/13/2023
Key Family Wealth Named "Best Multi-Family Office $10B- $20B' at the 2023 Private Asset Management Awards
This is the third consecutive year Key Family Wealth has been honored with this distinction.
02/13/2023
Success for Lombard Odier at the WealthBriefing Swiss Awards 2023
The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.
02/13/2023
Rothschild & Co’s Wealth Management business wins key award for serving wealthy international clients for second consecutive year
As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.
02/13/2023
In 2022, Zürcher Kantonalbank exceeded the billion mark for the first time with consolidated profit of CHF 1,059 million
The strong result shows that our continuity-oriented, diversified business model has proven itself even in challenging years.
02/13/2023
Deutsche Bank and WWF agree on cooperation
In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.
02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
02/10/2023
Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions
Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.
02/10/2023
GAM backer cuts exposure for third time in quick succession
German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.
02/10/2023
The benefits of wealth diversification
Diversification could help you manage your wealth goals across all your assets.
02/10/2023
Standard Bank Jersey scoops two awards at Citywealth IFC awards
Now in its twelfth year, the Citywealth IFC Awards were established to highlight the excellence of private wealth advisers and managers based in major international financial centres.
02/10/2023
Zürcher Kantonalbank reports net profit of CHF 1,059 million, exceeding the CHF 1 billion mark for the first time
This good result was driven primarily by interest operations and the trading business, as well as cost discipline, while the commission and fee business maintained the good level of income generated in the previous year despite difficult conditions in 202
02/10/2023
New Quilter Cirilium bosses put funds under review
Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.
02/10/2023
Hargreaves and DFMs push Treasury to relax bond-investing rules
Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.