02/08/2022
Dunlap Named One of Forbes Top Wealth Advisors for 2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
Wealth and Asset Management
02/08/2022
How Can Private Banking Complement Your Family’s Wealth Plan?
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.
02/08/2022
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
Macquarie posts record third quarter
The markets-facing businesses’ combined 3Q22 net profit contribution was substantially up on 3Q21.
02/08/2022
UBS Advisor Receives Designation to Advise Clients in Sports and Entertainment Industries
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
BNP Paribas wealth management delivers strong 2021
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
02/07/2022
Ex-HSBC India Chairman Joins Rothschild & Co
She will assist in advising Rothschild & Co on its strategic ambitions, with a focus on helping drive growth in the region.
02/07/2022
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
02/07/2022
G+E Wealth Management strengthens with three new appointments.
Since 2017, G+E Wealth Management has grown from a single IFA advising clients on assets of £50m.
02/07/2022
Tilney Smith & Williamson expands London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
REYL Group awarded best 'HNW Team - Domestic Clients' and 'Impact Investing'
The Group further strengthened its offering for HNW clients by launching several initiatives including Asteria Investment Managers, its impact investing affiliate, and Alpian, a fully digital private bank targeting the mass affluent segment.
02/07/2022
Indosuez Wealth Management wins 5 awards
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
How Much Is Technology Reshaping The Wealth Management Ecosystem?
Finally, the new generation of investors who value holistic advice is often juggling multiple investing strategies with conflicting goals.
02/07/2022
ERI Has Been Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
These awards recognise the very best operators in Swiss wealth management
02/06/2022
The Secret To Wealth Management: Strategies That Work
One of the best wealth management strategies that successful people use is living below their means.
02/04/2022
Bankers' Hours for Swiss Bankers?
Bankers' Hours for Swiss Bankers?