New Prestatyn base for wealth management firm
Establishing the new base is the result of a "growing synergy" between Hadlow Edwards and Daulby Read Insurance Brokers the parent company of Townsend.
Wealth and Asset Management
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Citi scoops up Deutsche private banker for Geneva office
Cassio Hanna Valdujo, an industry veteran with more than 21 years’ experience, will join Citi Private Bank’s Latin America desk in Switzerland in January 2023.
7IM owner values platform at £185mn
The £184.5mn valuation - dated end of September - has earned Caledonia an 8 per cent return on its investment for the first half of 2022.
Credit Suisse offers to buy back CHF 3bn of its bonds
The bank says it is looking to take advantage of the recent collapse in the price of its bonds amid concerns about the group’s financial health.
Winners of the International Investment Awards 2022
Many congratulations to all the winners and highly commended individuals and companies from across the international financial services industry in our 23nd annual International Investment Awards 2022
Wealth managers turn to illiquid assets for higher returns
As 42% want third-party support around ESG investment offerings and integration
Jupiter splits CIO role and pushes on with fund restructuring plans
Equities and fixed income heads
New challenges alter the game for private banking
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2022
Geneva boutique partners with anti-conflict specialist
De Pury Pictet Turrettini has almost CHF 5bn in assets under management.
Merrill releases digital tool to match wealth clients with financial advisors
Merrill Advisor Match solves for this need by offering a simple set of questions to answer, serving up a personalized list of advisors and providing the option for the prospect to digitally schedule a meeting with the advisor of their choice.
KFH – Bahrain launches Wealth Management Platform
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
Quintet recognized for excellence at Global Wealth Awards
Luxembourg-headquartered independent wealth manager named one of Europe's 'Outstanding Private Banks'