09/04/2025
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
Swiss customers benefit from global strength with the usual quality
09/04/2025
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/04/2025
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/04/2025
Michele De Michelis: experience, method, and passion in scouting the best European managers.
09/04/2025
The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery
09/03/2025
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Here you will find all relevant information about the half-year financial statements.
09/03/2025
The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.
09/03/2025
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.
09/03/2025
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
This development allows BCP to offer an expanded range of advisory services in the region.