12/31/2017
Rockefeller, who was famous not only for his wealth and influence but for his incredible philanthropy, refers to himself as ‘DR’ on the 3-by-5-inch index cards
12/28/2017
Tilney Group was created by the merger of Tilney and Bestinvest in May 2014.
12/26/2017
Ten Lifestyle Group quickly garnered attention from a range of big investors.
12/22/2017
SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.
12/22/2017
‘We see the continuing support of BlackRock and other institutional investors as a vote of confidence in the group and our strategy'
12/22/2017
Since 2011, UBS has focused on building up the wealth management divisions as its core asset.
12/22/2017
LLB acquires Austrian private bank
The present main shareholders of Semper Constantia plan to hold around 6 per cent of the LLB.
12/22/2017
The spokesperson confirmed that the merger of two strategies happened as a result of the optimisation of the multi-asset product range of Vontobel.
12/22/2017
Swiss-based investment bank offers UBS Unique – the first and only investment bank service tailored to needs of wealthy women
12/21/2017
Solid performance from Coutts Investments
12/21/2017
The firm provides both banking and investment management services to the wealthy.
12/21/2017
As the poster-boy of Swiss private banking, Mr Collardi could do no wrong for many years, although he had been growing restless.
12/21/2017
Even nations that do not celebrate Christmas can't help but be caught up in the collective spirit of their neighbors, as twinkling lights dot the landscape and carols fill the air.
12/21/2017
Brazilian lenders, benefiting from a deep familiarity with Latin America, are sensing an opportunity as they compete with less-entrenched rivals
12/20/2017
Update for the half year to 31 January 2018
12/20/2017
The combination of SGG Group and First Names Group strengthens SGG Group’s reach and capabilities in key markets such as Jersey, Guernsey, the Isle of Man, Switzerland and Cyprus.
12/20/2017
Oakbrook Solutions has been shortlisted for the 2018 Private Asset Management (PAM) Awards for the third consecutive year in the best consulting firm for family offices category.
12/20/2017
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.
12/20/2017
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice
12/20/2017
The acquisition is subject to receipt of requisite regulatory clearances and fulfilment of terms and conditions customary to a transaction of this nature.