02/09/2022
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success
02/09/2022
Over the past year, Vontobel further expanded its investment expertise internationally.
02/09/2022
The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.
02/09/2022
This is a tremendous recognition of the team’s hard work in delivering a high quality client service
02/09/2022
Excellent investment performance and clear focus lead to strong result.
02/09/2022
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
02/09/2022
Cinerius Financial Partners helps IAMs run more efficiently while keeping their independent identities, says founder Christoph Lieber.
02/09/2022
The new alternatives fund invests in property, commodities and absolute return to give diversification to advisers’ clients’ portfolios and to counter times of equity market volatility.
02/08/2022
Bank customers are very loyal, Hamers says and it’s never a good thing when a competitor has problems,because the reputation of all banks suffers as a result.
02/08/2022
The synergies between the two businesses are also extremely apparent.
02/08/2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.
02/08/2022
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
The markets-facing businesses’ combined 3Q22 net profit contribution was substantially up on 3Q21.
02/08/2022
UBS launched its Athletes and Entertainers Strategic Client Segment in 2019, to provide holistic financial advice and guidance to clients across sports and entertainment industries.
02/08/2022
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
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