Ex-EdR investment chief finds ‘freedom of choice’ at IAM
Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.
Wealth and Asset Management
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Pictet AM's Olivier Monti: «The Future of Asset Management»
The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.
UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London
Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability
Standard Chartered has launched fourth VCC sub-fund
The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum
Titan Wealth losses rise to £44.7m as interest payments mount
The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.
Flossbach von Storch wants to become more visible in Switzerland
Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.
Costs of privately schooling next generation set to nearly double
With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.
BNZ Private Bank investments: WealthNet upgrade
WealthNet provides online real-time access to all your investment and reporting in one convenient location.
Tweed Wealth Management expands sports division with London launch
The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.
Franklin Templeton Eyes Private Banking Growth in Asia with Private Markets Focus
The firm has expanded its private markets platform through acquisitions
UBS Global Wealth Management empowers next generation of female leaders in Jersey
Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.
Permira ramps up efforts to find Evelyn Partners buyer – reports
Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.