09/04/2019
A $21 Billion U.S. Wealth Manager Is Branching Out in Europe
Wealth-management firm partners with Switzerland’s Constantia
Wealth and Asset Management
09/04/2019
Ukrainian Wealth Management Forum from Adam Smith Conferences
At this year’s forum we will provide updates on the latest trends in the private banking and wealth management industry in Ukraine & Europe and closely explore the most pressing issues and problems being faced by the private banking and wealth m
09/04/2019
The difference between Priority banking and Private banking
This level of banking is reserved for only the most High Net Worth Individuals by invitation only and it comes with its own suitably exclusive range of benefits.
09/04/2019
Global Advisor joins CIBC Private Wealth Management
The LGA Family Office team, with a total of 17 members, has relocated to CIBC's St. Louis office.
09/04/2019
For HNW Clients, Digital Convenience Is No Substitute for a Personal Connection
Research shows that better investment outcomes aren’t enough for advisors to increase HNW client satisfaction and retention.
09/04/2019
KFH–Bahrain offers new wealth management products
Private banking services include several accounts that can be opened in either Bahraini dinars and/or US dollars, such as: Call Accounts which combines the benefit of savings and current accounts, with the added benefit of calculating profits on a daily b
09/04/2019
Kingswood buys financial planner
As previously announced, the Company is in final stages of due diligence with a major institutional provider of growth capital
09/04/2019
US wealth manager makes Swiss push
Tiedemann Advisors further expands its capabilities for high-net-worth clients in EMEA
09/04/2019
Bern-based bank hunts for portfolio manager
It will also support the acquisition of institutional clients
09/03/2019
Middle East set to see wealth soar By Yusra Sarkar
ZEDRA is focused on building long-term relationships with all our clients, and this is particularly true for clients in the Middle East.
09/03/2019
Gold and Krugerrands attract investors
A higher gold price, weak rand and continued uncertainty make physical gold more popular.
09/03/2019
SMP Group completes acquisition
The deal has been undertaken with the support of Palat.ine Private Equity LLP
09/03/2019
Credit Suisse and Qatar Expand Middle East JV
The deal comes as a further boost for the ties between the Swiss bank and the Qatari investors.
09/03/2019
Wealth manager eyes further acquisitions
Reduced client fees by £3.1m
09/03/2019
Greece Sotheby's International Realty Launches Art De Vivre
Greece really is a treasure chest in the heart of the Mediterranean
09/03/2019
Fairstone Group sees 50 per cent growth in recurring income
This solid performance across the key metrics of the business is further bolstered by new half year figures for 2019, which show continued momentum.
09/03/2019
Liechtenstein private bank boosts advisory services
According to the institution’s half-year results, the firm has also invested in digitalisation, which resulted in a 6.5% increase in operating expenses, compared with the previous year.
09/02/2019
Pictet targets Asia as wealth managers battle for ultra-rich
New senior partner Renaud de Planta says headcount and revenues set to double in region
09/02/2019
Deutsche Bank Hires Head of China Onshore Wealth Management
The bank’s persistent hiring drive recently included the addition of three ex-Julius Baer bankers covering the non-resident Indian segment.
09/02/2019
Young women clients demand greater transparency from ‘off-putting’ wealth management
A study from Netwealth on women's attitudes to wealth concludes the industry must up its game to appeal to a new demographic of clients