Managers of Wealth

Private Banker International London Awards 2021 winners announced!

Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.

Fieldpoint Private Earns Global Honor as Best Boutique Private Bank

Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast

Six Swiss Exchange opens to Spacs

A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.

Swiss «Spy» Banker Has Few Regrets

A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.

New Award Recognising Indosuez's Commitment To Diversity

This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.

Sanctuary Wealth Welcomes Famiglia Wealth to Network

First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021

Credit Suisse Betting on a Swiss Rescue

But a well-connected investment banker asked by finews.asia had a far more receptive take on the chairman's actions.

Credit Suisse to Outsource Purchasing

The activities comprise IT purchasing, travel costs, facility management and office supplies.

EFG - Strong NNA of CHF 6.2 bn and higher profitability

The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.

Kingswood adds £115m in Yorkshire adviser acquisition

Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.

Ex-Deutsche Banker Returns as APAC Vice Chairman of Wealth

A private banking veteran returns to Deutsche Bank as its vice chairman of wealth management in Asia Pacific.

Highvern Trust Professional Recognised as ‘Future Leader’

Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.

Utmost wins raft of regulatory approvals to complete Quilter Int'l deal within weeks

The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000

Leonteq Raises Full-Year 2021 Profit Outlook

Leonteq thus expects to report solid growth in its net fee income and a significant increase in its net trading result for the second half of 2021 compared to the second half of 2020.

Oppenheimer launches Global Fund Placement and Advisory Group

Team Led by Experienced Fund Placement Professionals to Leverage Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service Offerings for Alternative Investment Firms

XSpot Wealth launches ESG plans and prepares to expand to Middle East

You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.

CI Financial Reports Record Financial Results

These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.

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Wealth and Asset Management