02/07/2022
Credit Suisse securitises yacht loans to oligarchs and tycoons
Swiss bank used derivatives to offload risks from lending billions to its richest clients
02/07/2022
Lombard Odier appoints managing director in Israel
He is based in Tel Aviv and reports to the firm’s market head for Israel, Antonio Perez.
02/07/2022
Tilney S&W to be sold or listed by PE owners
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.
02/07/2022
Carey Olsen strengthens trusts and private wealth offering in Asia with senior hire
Rachel, who will lead Carey Olsen's trusts and private wealth offering in Asia, regularly acts for professional trustees, family offices, wealth managers, financial institutions, settlors and beneficiaries, and advises on the establishment and restru
02/07/2022
Ex-HSBC India Chairman Joins Rothschild & Co
She will assist in advising Rothschild & Co on its strategic ambitions, with a focus on helping drive growth in the region.
02/07/2022
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
02/07/2022
G+E Wealth Management strengthens with three new appointments.
Since 2017, G+E Wealth Management has grown from a single IFA advising clients on assets of £50m.
02/07/2022
Tilney Smith & Williamson expands London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
REYL Group awarded best 'HNW Team - Domestic Clients' and 'Impact Investing'
The Group further strengthened its offering for HNW clients by launching several initiatives including Asteria Investment Managers, its impact investing affiliate, and Alpian, a fully digital private bank targeting the mass affluent segment.
02/07/2022
Indosuez Wealth Management wins 5 awards
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
How Much Is Technology Reshaping The Wealth Management Ecosystem?
Finally, the new generation of investors who value holistic advice is often juggling multiple investing strategies with conflicting goals.
02/07/2022
These awards recognise the very best operators in Swiss wealth management
02/06/2022
The Secret To Wealth Management: Strategies That Work
One of the best wealth management strategies that successful people use is living below their means.
02/04/2022
Bankers' Hours for Swiss Bankers?
Bankers' Hours for Swiss Bankers?
02/04/2022
Credit Suisse quits wealth management in several African countries
The move comes in the wake of an adjustment to the group's strategy announced in November 2021.
02/04/2022
The transaction adds £1bn of AUM and £15bn of AUA, taking Stonehage Fleming’s AUM to over £16bn and AUA to over £60bn.
02/04/2022
UBS Starts Shared Services Hub in Doha
The hubs provide centralized shared services to the bank in a variety of functions, among them finance, technology, human resources, operations, risk control, legal and internal audit.
02/04/2022
Graubündner Kantonalbank feels a tailwind in the investment business
The rapid growth is mainly due to the success in the commission and investment business.
02/04/2022
This is Evident in the number of well-known South African blue chip companies that have apresence in Guernsey
02/04/2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.