Wealth and Asset Management

Wealth and Asset Management

Key Family Wealth Named "Best Multi-family Office $10B – $20B" at the 2021 Private Asset Management Awards

February 12, 2021

This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth

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Wealth and Asset Management

Five IQ-EQ directors recognised in 2021 Private Client Global Elite directory

February 12, 2021

The Private Client Global Elite directory serves primarily as a list of the world’s elite lawyers advising ultra-high-net-worth clients.

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Wealth and Asset Management

Standard Life could ditch name altogether in major overhaul

February 12, 2021

New CEO Stephen Bird is seeking to simplify the underperforming asset management giant’s multiple brands.

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Wealth and Asset Management

Luring private family wealth managers to Greece

February 12, 2021

The drive to reposition Greece as an investor-friendly destination follows a decade-long financial crisis that cut the country’s economy by a quarter and fueled regular street protests against its international creditors.

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Wealth and Asset Management

Nucleus co-founder's IFA launches wealth management arm

February 12, 2021

Unique Wealth, the wealth management arm of Unique Financial Planning, will be based in Weybridge.

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Wealth and Asset Management

UK financial planner merges with wealth manager

February 12, 2021

Deal increases assets under influence to around £700m

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Wealth and Asset Management

Zurich's State Lender Flourishes Despite Crisis

February 12, 2021

The Zurich-based bank said it took on 22.1 billion francs in net money, which along with its existing assets gaining in value due to financial market swings, underpinned a nine percent rise in its overall assets to 362 billion francs.

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Wealth and Asset Management

Best-in-State Wealth Advisors

February 12, 2021

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria

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Wealth and Asset Management

Kleinwort Hambros Celebrates National Apprenticeship Week

February 12, 2021

By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.

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Wealth and Asset Management

BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies

February 11, 2021

There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.

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Wealth and Asset Management

Credit Suisse Can't Shake Off «Spygate» Investigator

February 11, 2021

Credit Suisse was caught spying on Iqbal Khan and at least one other top executive.

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Wealth and Asset Management

Leonteq Publishes Second Half and Full – Year 2020 Results

February 11, 2021

It was also a year in which the robustness of Leonteq’s service and technology platform as well as the solidity of our client franchise was proven throughout the period.

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