11/09/2018
Protecting the Privacy of the World’s Wealthiest Families
Citi Private Bank Issues New White Paper
Wealth and Asset Management
11/09/2018
Julius Baer wins Private Bank of the Year
Julius Baer has been honoured at the Spear’s Wealth Management Awards winning Private Bank of the Year (International).
11/09/2018
Goldman Sachs Asset Management to buy Rocaton Investment Advisors
Employees of Rocaton will continue to operate from their existing Norwalk base following completion of the acquisition.
11/09/2018
Citywealth Future Leaders announced
The winners were decided by a mix of judges’ vote and an online public vote, which has taken place during the year.
11/08/2018
Guy Hands named Spear’s Philanthropist of the Year 2018
erra Firma’s Guy Hands shared the Philanthropist of the Year at the Spear’s WMAs with his wife, Julia, and addressed a packed Dorchester event, reports Arun Kakar
11/08/2018
A look at Hong Kong wealth manager turnover
The banks now are investing huge amounts of money in fintech, such as online platforms that enable clients instant access to their investment performance.
11/08/2018
Merian Chrysalis selects Maitland for fund services
The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.
11/08/2018
Winners Of WealthBriefing GCC Region Awards 2018
Tom Burroughes, Group Editor, Dubai, 8 November 2018
11/08/2018
Best Private Bank in Liechtenstein named
Previously, only the family office of the Liechtenstein Princely Family had earned the title.
11/08/2018
Citi Named Best Global Private Bank at Prestigious Private Banking Awards
Citi Private Bank obtains top honour as well as upholding Best Private Bank for Customer Service title
11/08/2018
Julius Baer to Lure Wealthy South Africans With New Office
The physical presence in Johannesburg will allow Julius Baer to offer fully licensed investment advice to private clients in South Africa
11/08/2018
AJ Bell reveals stellar growth ahead of IPO
In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.
11/07/2018
Why Sustainability Matters At HSBC
As part of its mission to reduce emissions, for example, it is investing in renewable energy companies, working towards a future where 100 per cent of its electricity will come from renewable sources by 2030.
11/07/2018
Jay Welker, Wells Fargo head of wealth management, to retire
Mr. Welker and his division are reportedly being investigated for gender bias
11/07/2018
Credit Suisse pulls out of South Africa in global shift
Credit Suisse's website says it has office in approximately 50 countries and lists Johannesburg as its only sub-Saharan African location.
11/07/2018
German private bank to cut dozens of staff in equities division
One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.
11/07/2018
Goldman to Name New Class of Partners After Wave of Senior Exits
New CEO Solomon shakes up top ranks as he assembles his team
11/06/2018
UBS Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors
To be named to this inaugural list recognizes his exceptional dedication, accomplishments and expertise in meeting client expectations.
11/06/2018
SGG Group Ceo Voted European Personality Of The Year
The Funds Europe Awards, now in their fourteenth year, set out to recognise personal and company achievements and contributions within the European funds community and to credit publicly those who have advanced the cross-border agenda in the funds industr
11/06/2018
Accountancy firm launches wealth management service
Partner Mike Castleman said: “We’re very excited to announce our new venture, Newby Castleman Wealth Management, which is an appointed representative of GHC Wealth Management Limited.”