Titan Wealth buys Thomas Carroll IFA
The South-Wales based firm has £160m of assets under advice
Wealth and Asset Management
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Resilience is the new measure of wealth: How Standard Chartered Global Private Bank empowers families in uncertain times
Standard Chartered Global Private Bank is actively supporting UHNW families and their family offices undergoing this transition
Private markets open new frontiers for investors
HSBC Private Bank’s expertise in alternative investments helps clients across Asia access new opportunities
JTC CEO Recognised With A Lifetime Achievement Award
The annual Awards shine a spotlight on outstanding individuals, firms and teams across the asset servicing sector.
Deutsche Bank sets up Luxembourg hub for Greek wealth clients
Deutsche Bank is expanding its Greek wealth management business by setting up dedicated Greek market coverage and appointing Konstadinos Hatzinikolis as Head of Private Bank Greece, based in Luxembourg.
Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
How household wealth is helping drive consumption in the US
This concentration of spending power means aggregate demand is far more fragile than headline figures may suggest.
Swissquote Singapore Elevates EAM and MFO Connectivity with OpenWealth API Integration, Enabled by Synpulse
This integration leverages the OpenWealth standards, as established by the OpenWealth Association co-founded by the global consultancy Synpulse.
Insigneo Attracts Founding Member of $6 Billion Raymond James Team
Insigneo announced the addition of "The Americas Financial Group" to its ranks, a new team formed by José Cabrera Sr., along with José Cabrera Jr. and Kristina Cabrera
Northern Trust Selected by Osmosis Investment Management Netherlands to Provide Middle Office Servicing
The businesses combine investment expertise and operational excellence to deliver competitive, sustainability-focused investment solutions across both equity and credit markets.
CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service
The figure has increased by 25% over the past year, reinforcing the bank’s position as a benchmark in expert advisory and high value-added personalized investment.
Tatton Asset Management unaudited interim results
"Strong net inflows of £1.7bn contribute to a £4.0bn increase in AUM/I1 to £25.8bn"