06/11/2021
Lombard Odier Partner Likes His Investments «On The Rocks»
In the world of sustainable finance «ice cubes» are those companies likely to gain the most from the transition to a carbon-neutral economy.
06/11/2021
Credit Suisse loses ground in prime broking after Archegos blow-up
Swiss bank suffered $5bn hit from collapse of Bill Hwang’s fund and pledged to rein in risk
06/11/2021
The wealth manager launched a decumulation service for clients in drawdown in April 2019.
06/10/2021
Advisor Group Successfully Partners with Five Wealth Management Practices
Growing Practices' Decisions to Join Advisor Group and SagePoint Driven by Flexible Technology, Practice Management Support and Expert Business Coaching
06/10/2021
“Game over” after nine months: Singapore private bankers feel pressure of big pay rises
This almost immediately heaps additional pressure on newly hired RMs.
06/10/2021
The best wealth managers in Switzerland
Switzerland has an envied reputation as a world-leading wealth management and financial services hub.
06/10/2021
The best wealth managers in Liechtenstein
For international UHNW clients, Liechtenstein is a unique proposition, and the jurisdictions punches well above its weight when it comes to offering wealth management services.
06/10/2021
The best wealth managers in Luxembourg
Strengths such as these make Luxembourg an area rich in wealth management talent.
06/10/2021
Wealth and lifestyle platform partnership
Autumn prepares users to be future fit in finance, health and wellness, regardless of their life stage.
06/10/2021
Pictet’s Asia Wealth Ambition Suffers Blow as a Dozen Depart
Longtime bankers and recent hires alike have left this year
06/10/2021
Swiss Private Bankers Shuffle Lobby Duties
Rickenbacher has been vice-chairman of this trade body since last May, and is also on the board of the wider Swiss Bankers Association, which groups the alpine nation's more than 200 lenders including retail banks, wealth managers, or other specializ
06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/10/2021
Picken believes there are three main factors you must consider when investing offshore
06/09/2021
RBC Wealth Management Grows Asia Team
They will provide advice and wealth management solutions to clients in the region
06/09/2021
Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.
06/08/2021
Standard Chartered Private Bank Loses Managing Director
Previously, she was a Singapore-based team leader at Credit Suisse where she worked for more than eight years.
06/08/2021
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
06/08/2021
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.