03/31/2022
Artorius Wealth wins prestigeous award
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
03/31/2022
A strong performance, driven by dynamic commercial activities
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions for new market investment platform
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.
03/30/2022
The total repurchase volume amounted to CHF 3,810,251,040, of which CHF 1,516,406,947 (USD 1,636,554,889) year-to-date in 2022.
03/30/2022
The total of almost 2.5 million francs exceeded that of 2020 by 150,000 francs.
03/30/2022
The client will be moving approximately CHF 10.5 billion of funds to their existing management services company from April 2023.
03/30/2022
While we should all save some of our money for our short-term goals, staying invested could serve you better for the long term, even when markets become more challenging.
03/30/2022
Things can go awry when leaders demonstrate limited awareness of their privilege and anchor interactions with others based on their personal experiences alone.
03/29/2022
Zurich IAM obtains Finma licence
Avalor Investment is now fully authorised.
03/29/2022
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.
03/29/2022
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
Broadridge Fund Brand 50 study reveals best-performing fund brands globally
03/29/2022
The bank's Moscow office previously had approximately 125 staff working across wealth management and the investment bank.
03/29/2022
This recognition reflects our leading Debt Advisory activity and follows our previous win of this award in 2020.
03/29/2022
At the time of the deal's announcement, the companies said the deal would be worth up to £120m, satisfied by the issue of up to £97m in new ordinary shares and up to £23m in cash to the shareholders of Majedie.
03/29/2022
Zoe Announces Partnership With Female-Led RIA
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/29/2022
In their letter to Credit Suisse CEO Thomas Gottstein, the lawmakers noted a recent report saying that the company ordered its employees to "destroy and permanently erase" certain information related to loans backed by material possessions such