02/02/2022
Edmond de Rothschild upgrades the real estate business
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.
Wealth and Asset Management
02/01/2022
Tilney Smith & Williamson agrees terms for prestigious new Belfast office at The Ewart
Tilney Smith & Williamson will occupy part of the 13th floor of the building, which enjoys spectacular views of the city and is a short walk from City Hall and the main transport hubs.
02/01/2022
UBS's fourth-quarter 2021 results
2021 net profit of USD 7.5bn, 17.5% return on CET1 capital
02/01/2022
Focused Wealth Management Surpasses $1 Million in Charitable Donations
The individuals in these local charitable organizations and the work they are doing to improve their communities is awe-inspiring.
02/01/2022
UBS in Asia Pacific Runs Even With Other Regions
Pre-tax profit in the Asia Pacific region rose 21 percent in 2021 to $2.6 billion US dollars and were up by 34 percent in the fourth quarter from a year earlier.
02/01/2022
Piguet Galland takes former cantonal banker
At Piguet Galland, he will work in the asset management department and provide customers with tailor-made solutions.
02/01/2022
Zug IAM receives Finma licence and starts recruitment drive
Also runs a blockchain fund.
02/01/2022
Accuro London expanding its offering to regulated Trust & Fidiciary services
The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.
02/01/2022
Schroders Capital completes acquisition of Dutch real estate investment specialist
The acquisition is expanding Schroders Capital’s client offering in a key European growth market.
02/01/2022
Danske Bank -Sale of private banking activities in Luxembourg completed
The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.
02/01/2022
Hightower Invests in Business Management Firm
Hightower’s deal with Los Angeles-based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
01/31/2022
Jersey Private Fund Growth Reflects Investor Demands
This builds on the previous data from last year, which showed that the number of JPFs grew 13% over the first half of 2021.
01/31/2022
Gold for Praxis Hong Kong team
This is the third consecutive year the team has been shortlisted for the award, previously receiving bronze in 2021.
01/31/2022
What high-net-worth investors are doing to avoid market carnage
Incorporating alternatives can help boost portfolio performance while protecting it against downside risk.
01/31/2022
Arvest Wealth Management announces year-end results
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
01/31/2022
SJP drops ‘wealth management’ in first rebrand for 30 years
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
Wealth management in China is a “golden opportunity”
The UBP Asia CEO is optimistic that the bank can make similar gains in terms of DPM penetration in 2022
01/31/2022
J. Safra Sarasin Group opens an office in Madrid
The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.
01/31/2022
EFG announced as new title sponsor of the EFG Swiss Open Gstaad
Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e
01/31/2022
Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014