12/06/2021
The Global Thematic Investment Portfolio will back funds investing in societal advancement, automation, digitalisation, the evolving consumer, healthcare innovation and the transition to a green economy.
12/05/2021
The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective.
12/05/2021
Global Finance regularly selects the top performers among banks and other financial services providers.
12/05/2021
Greensill is one of two major blow-ups at the Swiss bank this year, besides more than $5 billion in losses on Archegos – by far Wall Street's worst.
12/04/2021
Lexington is adding Thompson Wealth Management, a $340 million AUM firm in Concord, Mass., to its growing team of wealth management professionals.
12/03/2021
Butterfield named 'Best Private Bank' in Cayman
12/03/2021
«That’s exactly the sweet spot that we want to go after.»
12/03/2021
The Swiss bank is committed to the site, which has more than 700,000 square feet (65,032 square meters) of space, until at least 2035.
12/02/2021
Deal adds £77m in assets under advice and 500 clients to the business
12/02/2021
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
12/02/2021
Edgar and Katy have built a great business and are highly respected wealth management professionals along with their team.
12/02/2021
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
12/02/2021
The group’s main office is in Zurich, but as well as the new presence in Geneva, it also has a representative office in Nur-Sultan, Kazakhstan.
12/02/2021
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
12/02/2021
The change of name application has been submitted to Companies House.
12/02/2021
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
12/02/2021
Our management will remain the same
12/01/2021
For the front office, the German private bank hired Rajasekar Ayyalu to join as a director in Chennai with a focus on expanding and deepening its presence in that region.
12/01/2021
The company invests in esports, gaming and digital art.
12/01/2021
Mary has grown the assets for which she is responsible at Waverton from £60m to almost £200m in c.25 family groups.