10/05/2023
UBS hires Private Wealth Advisors in Philadelphia
One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.
Wealth and Asset Management
10/05/2023
WealthSelect adds further to fixed income as recession risk grows
This change has been reflected in an increased allocation to sovereign bond funds, with an even split between global bonds and gilts.
10/05/2023
NewGAMe SA publishes interim results of the partial tender offer for shares in GAM Holding AG
The interim results show that during the main acceptance period there were tenders for 40,243,738 shares.
10/05/2023
Abberley to lead Raymond James and Charles Stanley UK wealth tie-up
A combined UK wealth business is being launched under the Raymond James Wealth Management name, headed by Charles Stanley CEO Paul Abberley.
10/05/2023
Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region
With offices in Marbella, Javea and Tenerife, Chase Buchanan now provides personalised wealth management and financial guidance, pension transfers and investment support across all the Spanish regions
10/05/2023
Cazenove Capital continues to support Kew Gardens’ iconic Orchid festival
Princess of Wales Conservatory: Saturday 3 February – Sunday 3 March 2024
10/05/2023
Quilter announces latest in series of platform upgrades
Over 100 advisers adopt new co-branding in first week since launch
10/04/2023
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage and the Independent Investment Bank award recognises all of our activities across Global Advisory.
10/04/2023
Edmond de Rothschild achieves a 4- and 5-star GRESB rating
EdR REIM’s Benelux office strategy has reached a 93 points score, meaning the strategy belongs to the top-10% most sustainable office strategies in Europe.
10/04/2023
Objectway and Unblu united to innovate digital collaboration in wealth management
The partnership is based initially on two modules for managing interaction with the customer: ongoing relationship management and help desk.
10/04/2023
ABN AMRO discloses preliminary outcome of capital requirements for 2024
The increase mainly reflects improvements required in the area of BCBS 239 compliancy and the internal rating-based approach.
10/04/2023
Endowus Partners With Private Equity Giant
The partnership marks the further expansion of Endowus’ alternatives offering which already includes multi-strategy and single-strategy hedge funds, private equity, private credit and private real estate.
10/04/2023
Wellington partners with iCapital to bring private funds to wealth managers
The asset manager follows the likes of BlackRock and Ardian by partnering with iCapital.
10/04/2023
Roman Studer: “When medicine becomes more dangerous than the disease”
Before the end of this year we will also find out how other countries would assess Switzerland's approach and measures in connection with the CS.
10/04/2023
Zwei Wealth gains a foothold in Europe's largest financial center
Zwei Wealth has expanded its platform to launch in the UK.
10/04/2023
Credit Suisse wants to keep a lid on Finma communication
The CS is legally defending itself against the plaintiffs having access to further documents.
10/04/2023
Private Banker International Global Wealth Awards 2023 winners announced
This year’s Global Wealth Awards will highlight the strategies employed by private banks and wealth management firms
10/04/2023
Ludlow Trust upgrades philanthropy
Ludlow Trust's platform streamlines the application process for charitable trusts
10/04/2023
BNP Paribas AM launches two fossil-fuel-free fixed income ETFs
French asset manager further expands Article 8-compliant fund range with pair of new strategies.
10/04/2023
Who Benefits Most From Vontobel's Dual Leadership?
The Vontobel share price lost around 2 percent in value during Tuesday trading.