06/04/2020
New Citi Private Capital Group at Citi Private Bank is Helping Clients Navigate Uncertainty in Global Markets
Our Private Capital Group is one of our greatest growth drivers for the North America
Wealth and Asset Management
06/04/2020
HSBC Private Banking announces record Alternative Investments Fundraising
In the last 12 months, HSBC has offered a diverse mix of alternative solutions
06/04/2020
Infusive Asset Management’s UCITS Fund Becomes Available to UBS Private Wealth Management
The UCITS Fund offers an investment strategy focused on sought after companies that provide joy and happiness to consumers
06/04/2020
Phoenix set to jack Whitehall profile
Phoenix will be responsible for building and managing Whitehall’s profile across a broad media set and for managing the Company’s social media channels.
06/04/2020
Heritage Reflections
This equation, time and listening, comes up according to the events and moments in their lives.
06/04/2020
Swiss family offices found investment firm with German medical company
Sibylle Peter, the founder of YSMA, will sit on the board of directors
06/04/2020
Covid-19’s meteoric impact has accelerated a new tech age
What is undeniably clear in the post Covid-19 age is that companies that do not leverage on new technologies might not remain competitive relative to new entrants.
06/04/2020
Tilney continues to hire during pandemic
Tilney successfully migrated to a remote working model ahead of the lockdown in mid-March, utilising secure technology to enable its financial planners and investment managers’ full access to its systems from home during the COVID19 pandemic.
06/03/2020
Coutts is one big family in its heritage-led rebrand
FutureBrand has overhauled Coutts’ visual identity, replacing its “unapproachable” image with branding that emphasises its family and historical roots
06/03/2020
Pictet expands equity range with family-focused fund
Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.
06/03/2020
How Wealth Managers Helped Millionaire Clients Grow Richer During Lockdown
Even before coronaviruas was declared a pandemic, wealth managers and private bankers were preparing for the storm.
06/03/2020
Thomas Miller buy helps Canaccord weather Q1 storm
Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.
06/02/2020
Charles Stanley pauses financial planner hiring drive
The business has set target revenues of £350,000 per financial planner per annum, excluding investment management fees, as it looks to move the division into profitability.
06/02/2020
Planning for all eventualities can cushion you from the shock of a crisis – Susie Hillier
Modelling affords clients clearer visibility of what’s to come
06/02/2020
Banque Syz expands into Turkey
Banque Syz has four offices in Switzerland and two other representative offices abroad, in South Africa and the United States of America.
06/02/2020
Private Swiss Bank Rolls Out New Premium Crypto Trading Service
Maerki Baumann’s clientele includes institutional investors and high-net-worth individuals (HNWIs).
06/02/2020
Apollon Wealth Management Partners inks partnership
In addition, the new partnership will enable Apollon to offer its clients access to Podesta’s proprietary stock analysis and investment modeling.
06/02/2020
Mattioli boss takes further salary cut
This is expected to create an annual saving of £400,000.
06/01/2020
Relaxation of lockdown gives investors hope
We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.
06/01/2020
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change