Tilney Smith & Williamson today rebrands to Evelyn Partners
The new name reflects that the business is now one firm with a single purpose, which enables it to offer a broader, integrated offering to all clients.
Wealth and Asset Management
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Cantonal bankers on high stilts
Cantonal banks have subsidiaries in Switzerland and abroad and are present on the Internet with apps and neobanks.
North America retains top spot for High-Net-Worth population and wealth: World Wealth Report 2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies
Bellevue expects ‘significantly lower’ half-year result
‘The slowdown in business development is in particular due to the market turbulence resulting from the departure from the expansive monetary policy, rising inflation fears and acute geopolitical uncertainties in the first half of the year.'
Deutsche Bank on hiring spree as it targets world’s wealthy
Lender aims to bolster global share in the high-touch business of serving family offices
Hawksmoor to merge with wealth manager
The combined businesses will have eight offices
Nutmeg records £19.3m loss post-JP Morgan takeover
JP Morgan-backed Nutmeg’s total losses since inception have hit £115m after the digital wealth manager posted another deficit last year.
Lombard Odier: «Market Swings Don’t Have a Big Impact on Us»
With global equity and bond markets down in 2022 – including extra pain in Greater China – most private banks in Asia will be feeling the drag of lower trading volumes from the region’s notoriously self-directed, hands-on investors.
SIX Swiss Exchange Gets First Chinese Member
SIX Swiss Exchange is Switzerland’s main stock exchange, with services in other securities, such as bonds and derivatives.
Women opt for lower-risk digital wealth portfolios compared to men, study
Although women tend to show long-term, consistent investing behaviours, not enough of them are investing, research from StashAway found
GKB buys 70% stake in bank to boost offering with private equity
With the acquisition, the cantonal bank aims to complement its range of services by adding private equity to its offering.
Fintech vets target tech workers with new wealth management organization
The firm says it will provide comprehensive wealth management services for its clients, which include assistance with taxes, equity compensation, and family communication.