Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth
Advisor joins the Partnered Independence model for new firm launch.
Wealth and Asset Management
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Verso Group expands with WH Ireland Henley-on-Thames team
They will collaborate with Verso’s leadership to drive regional growth.
These bonuses can make even Sergio Ermotti jealous
Compared to the previous year's salary of 29 million dollars, this is an increase of a good 20 percent.
EFG moves into new offices in Liechtenstein and Gstaad
The private banking group said its team in Vaduz is growing rapidly.
Bridging business borders between the UK and Germany
In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.
BlueOrchard-managed InsuResilience Private Equity strategy reaches target size
This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.
Sanctuary Wealth Welcomes NewSpring Wealth Partners from UBS
Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model
European and UK Equity Capital Markets Review January 2025
Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.
Personal lines insurance: Enhancing wealth management for the next generation
Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.
Essential wealth strategies for turbulent times (by Daniel Kalt)
In addition to these regular internal investment meetings, Mark Haefele also continuously advises hundreds of clients on strategic investment issues.
Apollo eyes wealth expansion in France
The alternative asset manager is also looking to have greater on-the-ground presence in the country.
St. James’s Place announces its 7th annual chartered award winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.