12/05/2021
Credit Suisse Deliberates Greensill «Full Monty»
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.
Wealth and Asset Management
12/04/2021
Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year
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
Butterfield named 'Best Private Bank' in Cayman
12/03/2021
Ralph Hamers Defines UBS' New Sweet Spot
«That’s exactly the sweet spot that we want to go after.»
12/03/2021
UBS’s London Headquarters Attracts Buyer With £1.25 Billion Deal
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
Jersey wealth manager buys IFA firm for £4m
Deal adds £77m in assets under advice and 500 clients to the business
12/02/2021
Ora Citron Named 2021 Five Star Wealth Manager
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
12/02/2021
Mercer Advisors announces wealth management acquisition
Edgar and Katy have built a great business and are highly respected wealth management professionals along with their team.
12/02/2021
RIA serving HNW joins CI Private Wealth
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
Zurich WM opens office in Geneva
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
EdR private equity arm teams up with alts fund manager
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
12/02/2021
Change of name to Rathbones Group Plc
The change of name application has been submitted to Companies House.
12/02/2021
Apollo Accelerates Global Wealth Build with Acquisition of Griffin
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
Abrin seals £1.5bn Interactive Investor deal
Our management will remain the same
12/01/2021
Deutsche Adds Over a Dozen Private Bankers in India
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
Berner Kantonalbank launches digital marketplace
The company invests in esports, gaming and digital art.
12/01/2021
Mary Haly wins the Spears’ award for the best High Net Worth Manager
Mary has grown the assets for which she is responsible at Waverton from £60m to almost £200m in c.25 family groups.
12/01/2021
RBC Reports Fourth Quarter And 2021 Results
Earnings in Personal & Commercial Banking and Capital Markets were up from last year, largely due to the favourable impact of lower PCL.
12/01/2021
Brooks opens Isle of Man office in offshore expansion
The launch follows the acquisition of Lloyds’ offshore business last year.
12/01/2021
Wilmington Trust Lures FAs from BofA Private Bank, TD
Tyler Calder, meanwhile, joins Wilmington Trust as a wealth advisor from TD Private Client Wealth