02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
Wealth and Asset Management
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Harwood Wealth Management acquires independent financial advice business
The acquisition of Castleton is our second this financial year
02/10/2019
UBS Brings in Fixed Bonuses for 10,000 Corporate Center Staff
The corporate center includes functions such as human resources and information technology.
02/08/2019
Credit Suisse freezes bonus pool after tough year of rebuilding
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Understanding Elizabeth Warren’s Wealth Tax
Governments confiscate purchasing power from the private sector with taxes to offset the inflationary impact of public spending.
02/08/2019
Adrian Kuenzi: Tech Isn't Everything
The private banker joined UBP last March, after stepping down as CEO of Notenstein following that wealth manager's acquisition by Vontobel.
02/08/2019
Channel Islands: Euromoney banking winners announced
Best Private Banking Services Overall – Affinity Private Wealth
02/08/2019
WMs drive quant expansion: ‘If you don't evolve, you die’
Three wealth managers reveal how they use quant analysis to boost returns.
02/08/2019
Winners Of The WealthBriefing Swiss Awards 2019
Winners of the awards were announced last night in Geneva.
02/08/2019
Liechtenstein's VP Bank eyes further Luxembourg acquisitions
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/08/2019
NAB's Phil Chronican doubles down on the vision Andrew Thorburn couldn't sell
the Australian CEO of British private bank Coutts, Peter Flavel
02/07/2019
Envestnet goes after the richest investors: Q&A with CEO Jud Bergman
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Private banking architects: Tan Su Shan – leading the charge for Asia’s wealthy
Tan Su Shan has led DBS’s efforts to become the leading home-grown bank for wealth management in Asia, during a decade in which the number of billionaires in the region has soared.
02/07/2019
Banco do Brasil private bankers launch Rio-based wealth manager
The wealth manager has a contract with XP to distribute the products on the broker's platform.
02/07/2019
Atlanta bank makes wealth management push into Dallas
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
02/07/2019
Julius Baer ranked top private bank in Guernsey by its peers
The awards recognise the excellence of advisers and managers in the private wealth sector in the major international finance centres.
02/07/2019
Private banking: Wealthtech 2.0 – when human meets robot
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Equilibrium Asset Management aims for record headcount
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning