UBS buys Madrid office with strong ESG credentials
The WELL Certificate is issued by the International WELL Building Institute, which aims to improve how buildings affect human wellbeing.
Wealth and Asset Management
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LGT is one of the 25 “Best Workplaces in Europe”
LGT Private Banking received its first employer certification from ”Great Place to Work
Westpac suspends sale of wealth management unit
Westpac will continue to operate these businesses and support its Pacific customers
Coldstream Wealth Management Announces Merger
Second private-equity free transaction this year expands employee-owned firm's footprint across fast-growing Pacific Northwest and increases total client assets to over $6.7 billion
Clifton extends Hubwise platform deal to 2026
The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.
Citi Private Bank Finds Cautious Optimism Among Investors for 2022 with Covid-19, Inflation and Peak Market Valuations Top of Mind
Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year
Wise enters wealth management with BlackRock tie-up
Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space
Schroders: Review of the 2021 AGM season
Implementing ESG metrics in pay, adjusting remuneration, shareholder resolutions, votes on climate, diversity and auditor tenure - we round-up the AGM season.
Ameriprise Financial expands team
Both practices join Kuttin Wealth Management, a well-established team in Ameriprise’s independent channel, led by Barron’s Hall of Fame advisor Jon Kuttin
UBS advisor named to the Forbes/SHOOK Top 250 Wealth Advisors list
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country's top financial advisors, who represent the future of the wealth management industry.
Citi, IFC and Global Bank Partner to Finance Women’s Economic Empowerment in Panama
Proceeds from Landmark $90 Million Loan to Finance Low-Income Mortgages for Women-Led Households and Women-Owned Enterprises
Coutts CEO: When time is money, why we spent it on becoming a certified B Corporation bank
To that end, at the heart of why we worked so hard to become a B Corp is because we want to be part of this new era of businesses.