09/07/2021
Julius Baer's head of wealth planning's seven tips on how to preserve your wealth
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
Wealth and Asset Management
09/07/2021
Quintet's Money Burn
Fuelled with hundreds of millions in funding from the al-Thani family, Quintet is hiring bankers at a brisk pace – but can’t always retain them, as finews.com reported last week.
09/07/2021
Tavistock turns £1.23m profit as performance turns around
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).
09/07/2021
J. Safra Sarasin fills the «war chest»
Income rose more significantly, namely by 10 percent to 670 million francs. J. Safra Sarasin increased its trading business, but above all in fee income: thanks to a plus of 11 percent, income of almost 358 million francs resulted.
09/07/2021
State Street to Acquire Brown Brothers Harriman Investor Services
The acquisition is expected to be accretive to earnings per share in year 1.2
09/07/2021
Partners Group reports strong H1 2021 financials driven by a significant increase in performance fees
These strong realizations are a testimony to our thematic investing approach and the significant value created in these companies and assets over many years.
09/07/2021
UBS: Another rumor of sale in Madrid
Because last April the Madrid branch had already been sold to the Fürstenbank LGT or the Swiss-Brazilian private bank J. Safra Sarasin in Spain .
09/07/2021
Tavistock Investments lays out plans for wealth sale proceeds
The funds from Titan Wealth will enable the board to make acquisitions without diluting the interests of shareholders.
09/07/2021
Jersey Private Funds – Use by Family Offices
In the last 12 months we have seen increased use of JPFs by family offices created by high net-worth and ultra high net-worth families.
09/07/2021
Hightower makes sixth deal in 2021
The $1.5 billion advisory business will leverage Hightower's organic growth offerings.
09/06/2021
Sanctuary Wealth continues expansion
10th Merrill breakaway this year adds Oregon office and $230 million AUA to Sanctuary's continually expanding network
09/06/2021
Pierin Vincenz's secret salary: 13.8 million francs
This also applies to bosses' wages. Since 2009, the bank has been showing transparently how much the CEO earns.
09/06/2021
Wealth Adviser Opens Middle East Office
The company can now offer the full range of foundation and corporate forms available in the DIFC for structuring private assets in the region.
09/06/2021
Wealth manager teams up with regional bank for pension services
Clients will be able to open a custody account on the platform via mobile phone, tablet or computer.
09/06/2021
Mattioli Woods' Acquisition Of Wealth Management Firm Completes
Application has been made for the admission of the Ludlow Wealth Management consideration shares to trading on AIM.
09/06/2021
OCBC on China Hiring Spree to Tap Growing Wealth
The planned hires will be at OCBC’s main operations and its private banking unit Bank of Singapore.
09/06/2021
Multrees wins OMBA Advisory & Investments mandate
The partnership with Multrees will enable Omba to provide both UK onshore and offshore custody solutions to its clients.
09/03/2021
HSBC Plans for Permanent Hybrid Work Model
The bank’s work-from-home embracement is part of broader plans to cut costs including a 40 percent reduction in property footprint in the coming years.
09/03/2021
Building a tech-powered boutique experience for mid-market business owners
CWB Wealth Management president and CEO explains multi-year digital growth strategy behind new partnership with Conquest Planning
09/03/2021
South African wealth manager buys London advice firm
Decided to expand its UK presence through this acquisition to support the growth of Holborn Financial and we are very pleased to be on this journey with the Holborn team.