12/02/2021
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
12/02/2021
The group’s main office is in Zurich, but as well as the new presence in Geneva, it also has a representative office in Nur-Sultan, Kazakhstan.
12/02/2021
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
12/02/2021
The change of name application has been submitted to Companies House.
12/02/2021
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
12/02/2021
Our management will remain the same
12/01/2021
For the front office, the German private bank hired Rajasekar Ayyalu to join as a director in Chennai with a focus on expanding and deepening its presence in that region.
12/01/2021
The company invests in esports, gaming and digital art.
12/01/2021
Mary has grown the assets for which she is responsible at Waverton from £60m to almost £200m in c.25 family groups.
12/01/2021
Earnings in Personal & Commercial Banking and Capital Markets were up from last year, largely due to the favourable impact of lower PCL.
12/01/2021
The launch follows the acquisition of Lloyds’ offshore business last year.
12/01/2021
Tyler Calder, meanwhile, joins Wilmington Trust as a wealth advisor from TD Private Client Wealth
12/01/2021
John Ions, Liontrust's chief executive, said the company had delivered a strong six months of sales and financial performance.
12/01/2021
The regulator has proposed raising the minimum cost of being regulated to £2,200 from next year.
12/01/2021
This prestigious award reflects the consistency of performance, innovative strategies and the highest standards of professionalism achieved by the bank.
12/01/2021
A highly competent and experienced relationship team allows Standard Chartered to deliver a differentiated experience to our clients.
12/01/2021
Asset Servicing Mandate Extends Across Australia, UK, Ireland and U.S.
12/01/2021
Collecting fine wines, treasuring fine arts, or indulging in luxury handbags may yield stupendous returns over time
11/30/2021
The team manages $500 million in assets under management.
11/30/2021
According to UBS, the new service, which is now available as a beta version to Swiss customers, is the fruit of the new “agile” way of working at the big bank.