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.
02/08/2022
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
02/07/2022
Swiss bank used derivatives to offload risks from lending billions to its richest clients
02/07/2022
He is based in Tel Aviv and reports to the firm’s market head for Israel, Antonio Perez.
02/07/2022
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
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
She will assist in advising Rothschild & Co on its strategic ambitions, with a focus on helping drive growth in the region.
02/07/2022
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
Since 2017, G+E Wealth Management has grown from a single IFA advising clients on assets of £50m.
02/07/2022
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
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 at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
Finally, the new generation of investors who value holistic advice is often juggling multiple investing strategies with conflicting goals.
02/07/2022
These awards recognise the very best operators in Swiss wealth management
02/06/2022
One of the best wealth management strategies that successful people use is living below their means.
02/04/2022
Bankers' Hours for Swiss Bankers?
02/04/2022
The move comes in the wake of an adjustment to the group's strategy announced in November 2021.
02/04/2022
The transaction adds £1bn of AUM and £15bn of AUA, taking Stonehage Fleming’s AUM to over £16bn and AUA to over £60bn.
02/04/2022
The hubs provide centralized shared services to the bank in a variety of functions, among them finance, technology, human resources, operations, risk control, legal and internal audit.
02/04/2022
The rapid growth is mainly due to the success in the commission and investment business.
02/04/2022
This is Evident in the number of well-known South African blue chip companies that have apresence in Guernsey