06/03/2022
The 17 member team focuses on integrating generational financial planning with a systematic, process-driven approach to complex wealth management.
06/03/2022
This is far from the ECB's 2 percent target and also significantly more than economists had expected.
06/03/2022
The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.
06/03/2022
The firm notes that some investment trusts have had double platinum jubilees, but that the reign of investment trusts has been usurped by unit trusts
06/03/2022
Fiscal 2022 common share year dividend payout increased 28% year-over-year
06/03/2022
CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.
06/02/2022
The awards recognise and showcase the ESG, impact, diversity and inclusion initiatives and efforts of firms and individuals.
06/02/2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
06/02/2022
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
06/02/2022
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
06/02/2022
The parties have agreed not to disclose the details of the transaction.
06/01/2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
06/01/2022
The report offers detailed segmentation of the Asia-Pacific wealth management market based on business model, channel, provider, end user, and region.
06/01/2022
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
06/01/2022
The CIMB digital assets and group funding division, which handles partnerships across business lines
06/01/2022
This will enable Bordier’s clients in the region to gain access to private equity funds on Moonfare’s digital platform, some of which were previously only available to institutional investors.
06/01/2022
The awards, which recognise excellence in the wealth management sector, celebrates the best law firms, accounting companies and trusts in the space.
06/01/2022
Such factors are anticipated to provide the Asia Pacific region with significant wealth management growth opportunities in the coming years.
06/01/2022
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
06/01/2022
Family-led Geneva private bank Union Bancaire Privée (UBP) has invested in Jackson's song collection