08/16/2022
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists.
08/16/2022
This decision completes the separation between the shareholders of two important players in the Swiss real estate market.
08/16/2022
The firm told FTAdviser that the scheme will go live in the “near future”, with no exact date set.
08/16/2022
It generally banks with ultra high net worth individuals who have investable assets of Rs 25-100 crore, even though a customer could start an account with Rs10 crore.
08/16/2022
Leger is bringing Michele Perone along with him from his previous employer to support him in Zurich.
08/15/2022
Khan, who joined UBS in 2019 to co-head its flagship division, will take over when co-president Tom Naratil steps down in October
08/15/2022
Now in their twelfth year, the Citywealth IFC Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.
08/15/2022
Next-gen partnership with close to $800 million AUM is Sanctuary's third this year from UBS
08/15/2022
The new offering is focused on serving the needs of ultra-high net worth individuals (UHNWI) with a range of services including portfolio management and advisory, access to a network of wealth planning specialists, corporate services and more.
08/15/2022
Following Tatton’s acquisition of the firm, 8AM is set to generate £700,000 worth of profits through the £800m worth of assets it has under its control.
08/15/2022
Jain played a crucial role in the development of Deutsche Bank and was instrumental in building the company’s global capital markets business.
08/15/2022
This has already happened with an alleged job cut ; now the CS investment bank comes into the talk.
08/15/2022
The sale includes the entire portfolio of the hospital liability portfolio of Basler Sachversicherungs-AG in Germany with provisions of around EUR 200 million.
08/15/2022
Operating income increased by 4.2 percent to 46.3 million francs, while net profit was 11.6 million francs.
08/15/2022
Platform of the Year and Adviser categories published
08/15/2022
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
08/15/2022
Inflation impacts insurance-linked securities (ILS) in a range of ways that investors in other asset types may not be familiar with.
08/15/2022
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
08/12/2022
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
08/12/2022
To fill ‘gap in the market for tried and tested investment solutions for international clients’