06/11/2020
Lombard International Assurance joins LPEA as a full member
Lombard International Assurance serves HNW investors in helping structure their portfolios in an efficient manner
Wealth and Asset Management
06/11/2020
Generali May Part With Swiss Arm
Several rival insurers would likely be interested in either a swap or sale, including Swiss firms.
06/11/2020
DZ Privatbank looks for wealth manager in Zurich
The new hire will also establish new contacts and acquire customers in these market segments
06/11/2020
Dolfin’s ‘refreshing premise’ to wealth management
Clients see the firm as a ‘one-stop shop’, he says, where clients are connected not just to a broad range of services but also to a network of trusted advisers, including lawyers, accountants and asset managers.
06/10/2020
Carrick Wealth opens specialist financial planning division
Firm will offer trust and international Will services to high net worth individuals and families
06/10/2020
Morgan Stanley eyeing deals to get bigger in asset management
In wealth management, Morgan Stanley still expects to complete its acquisition of E*Trade Financial Corp. by the end of the year
06/10/2020
Optimize Wealth Management swoops on Lifestyle Wealth
The firm provides financial planning, tax and estate planning, mortgage and insurance services.
06/10/2020
UBS to launch regional private markets teams
UBS’ plans to restructure wealth management by splitting its EMEA division into smaller regional groups were revealed in January.
06/10/2020
Tilney enhances support for sports professionals
The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.
06/10/2020
IWP scoops up Clairville York Financial Advisers
The firm is staffed by six advisers.
06/10/2020
GAM Gives Suitors Cold Shoulder
GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.
06/09/2020
Merrill Lynch Rolls Out Advisor Workstation for the 2020s
Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.
06/09/2020
Berenberg and Moonfare launch private equity platform for private customers
Berenberg Wealth Management offers each individual customer a personalised service.
06/09/2020
‘LatAm is a pretty rich pool’: Vontobel's Zhang lists top discounted stocks
The company, however, envisions a recovery throughout the rest of the year
06/09/2020
Two UBS Advisor's Named to Forbes/SHOOK List of Top Women Wealth Advisors
The ranking is based on an algorithm of qualitative data
06/09/2020
Twenty in 2020!
2020 sees MilleniumAssociates celebrate 20 years of exceptional independent M&A and corporate finance advisory service
06/09/2020
Switzerland as a hub for trading companies
Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.
06/09/2020
Growing consolidator IWP snaps up London firm in eighth acquisition
Eighth 'hub'
06/08/2020
Is Goldman Sachs the Blueprint for Wealth Managers?
Geneva, where Goldman poached two super-rich bankers from UBS this week, is emerging as a linchpin in those plans.
06/08/2020
Indosuez’s Arjan de Boer on Keeping HNW Client Portfolios Fit for the Post-Pandemic World Ahead
He also notes that structured products had more recently been staging a modest resurgence.