07/14/2020
Ex-BRI Wealth Management director sets up IFA firm
She was previously a private client manager at Killik & Co
Wealth and Asset Management
07/14/2020
swisspartners set to fortify its business in Switzerland
To support the continued expansion of its business in Switzerland and Liechtenstein, swisspartners is seeking motivated and entrepreneurial client relationship managers for its offices in Zurich, Vaduz and Geneva.
07/13/2020
Woodford stages comeback with biotech role at wealth manager Juno
Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".
07/13/2020
Nucleus Wealth says 'remain cautious'
We still remain cautious, and although that has meant missing out on some of the subsequent market upswing
07/13/2020
Close Brothers Asset Management’s Mayfair office passes £1 billion
Mayfair’s £1bn milestone comes despite challenging market conditions brought about by Covid-19.
07/13/2020
Coutts Extends Services To Customers Through Post Office
Coutts’ customers are able to make deposits or pay in cheques at any of the Post Office’s 11,500 branches
07/13/2020
Bridgepoint merger with EQT Credit implemented with Crestbridge providing fund and management company services
This transaction is one the largest in the Credit industry this year
07/13/2020
Pictet raises CHF 1.1bn for private equity fund of funds
Pictet created the Monte Rosa franchise in 2008 to offer private equity investments to a wide range of clients.
07/13/2020
Pictet partner declares bank’s support for Collardi
Collardi is the managing partner who is responsible for Asia, which is a key growth market for Pictet.
07/13/2020
HK and UK-based boutique targets international clients
It has taken over Strabens Hall’s business in the SAR and works closely with the firm in the UK.
07/13/2020
Close Brothers Asset Management’s Mayfair office passes GBP1bn in AUM
We’re a growing business and one of our core beliefs is that clients deserve choice and convenience.
07/13/2020
4 Imperatives Investment & Wealth Managers Have to Deliver to Transform Distribution
Firms are now turning their attention to how they can retain some of the benefits of remote working, while also addressing the challenge of developing new client relationships.
07/12/2020
Role of wealth managers in high net worth wealth management
Wealth management is a crucial task and in today’s scenarios, wealthy families around the world are having time crunch because of the various situations prevails around them constraints from managing their wealth properly. T
07/12/2020
Who wins, who loses in China’s plans for a Greater Bay Area wealth management hub?
Banks with large retail market share on the mainland and offshore likely to be beneficiaries
07/10/2020
These are the top bankers at Credit Suisse
This shows that with CS the air for women is still thin the higher they rise.
07/10/2020
Conyers gains Chambers recognition
The Chambers High Net Worth guide serves as a directory for the private wealth market and is used by family offices and professional wealth advisers.
07/10/2020
Pictet Alternative Advisors closes Monte Rosa V on USD1.164bn
Close to 20 per cent of the fund will be deployed in co-investments and secondary transactions. At the time of closing, the programme was 50 per cent committed already.
07/10/2020
Wealth firm director champions women with new planning firm
Bri Wealth Management financial planning director Hannah Edwards has set up Worcester-based Eva Capital Management.
07/10/2020
Gold to benefit if China recovers strongly from second virus wave: Goldman
Increased safe-haven buying has pushed spot gold prices 18% higher so far this year, and it breached the key $1,800 an ounce level this week — the highest since Sept. 2011. [GOL/]
07/10/2020
Peter Harrison: UK business needs a £30bn equity injection
The winning companies of tomorrow need help to survive today.