Ora Citron Named 2021 Five Star Wealth Manager
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry.
Wealth and Asset Management
15471 articles found
Mercer Advisors announces wealth management acquisition
Edgar and Katy have built a great business and are highly respected wealth management professionals along with their team.
RIA serving HNW joins CI Private Wealth
By combining with CI Private Wealth, we will benefit from CI’s capabilities and support in all aspects of the business, allowing us to further enhance the service and attention we provide to our clients.
Zurich WM opens office in Geneva
The group’s main office is in Zurich, but as well as the new presence in Geneva, it also has a representative office in Nur-Sultan, Kazakhstan.
EdR private equity arm teams up with alts fund manager
The companies are launching a strategy investing in agri-food-tech startups in the growth stage.
Change of name to Rathbones Group Plc
The change of name application has been submitted to Companies House.
Apollo Accelerates Global Wealth Build with Acquisition of Griffin
Strategic Acquisition to Add US Wealth Distribution Team and Individual Investor-Focused Real Estate and Credit Products with Over $5 Billion of AUM
Abrin seals £1.5bn Interactive Investor deal
Our management will remain the same
Deutsche Adds Over a Dozen Private Bankers in India
For the front office, the German private bank hired Rajasekar Ayyalu to join as a director in Chennai with a focus on expanding and deepening its presence in that region.
Wealth managers face 91% FCA fee hike
The regulator has proposed raising the minimum cost of being regulated to £2,200 from next year.
Bank Muscat wins Best Private Bank
This prestigious award reflects the consistency of performance, innovative strategies and the highest standards of professionalism achieved by the bank.
Standard Chartered to launch Wealth Academy
A highly competent and experienced relationship team allows Standard Chartered to deliver a differentiated experience to our clients.