02/15/2021
Antsy for Deals, Julius Baer CEO Eyes Wealth Niche
The move would mark an end to a messy four-year clean-up – and it also allows CEO Philipp Rickenbacher to focus on how to grow.
02/15/2021
'Trust-based philanthropy' and the foundation board
Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.
02/15/2021
JTC Acquire INDOS Financial
All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.
02/15/2021
Equities Beat Expectations
Equities continue to grind higher with seeming few significant near-term challenges.
02/15/2021
Charles Stanley’s investment managers will benefit from detailed visualisations, helping them to understand exposures, check preference conflicts and assess the impact of ESG-driven changes on risk, yield and return.
02/15/2021
Three artists to be rewarded by a prestigious judging panel comprising Fiona Bradley, Aurélie Deplus, Andrew Nairne, Sarah Brown and Melanie Keen
02/14/2021
Graeme Hartop is the chief executive of Hampden & Co, which opened for business in 2015, saying it was the first UK private bank to launch in more than a quarter of a century.
02/12/2021
The US also provides the greatest amount of international aid with billions of dollars to the UN every year.
02/12/2021
While HSBC is the biggest international bank in China and the largest lender in Europe, it’s a relative minnow in the business of managing assets for the world’s wealthiest investors.
02/12/2021
Making better use of ISAs could help women move towards gender wealth equality
02/12/2021
This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth
02/12/2021
The Private Client Global Elite directory serves primarily as a list of the world’s elite lawyers advising ultra-high-net-worth clients.
02/12/2021
New CEO Stephen Bird is seeking to simplify the underperforming asset management giant’s multiple brands.
02/12/2021
Unique Wealth, the wealth management arm of Unique Financial Planning, will be based in Weybridge.
02/12/2021
The drive to reposition Greece as an investor-friendly destination follows a decade-long financial crisis that cut the country’s economy by a quarter and fueled regular street protests against its international creditors.
02/12/2021
Deal increases assets under influence to around £700m
02/12/2021
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria
02/12/2021
The Zurich-based bank said it took on 22.1 billion francs in net money, which along with its existing assets gaining in value due to financial market swings, underpinned a nine percent rise in its overall assets to 362 billion francs.
02/12/2021
By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.
02/11/2021
There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.