02/07/2022
Tilney Smith & Williamson appoints experienced Financial Planner to its London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.
02/07/2022
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
02/07/2022
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
02/07/2022
These awards recognise the very best operators in Swiss wealth management
02/04/2022
The new boutique will be headed by Dan Scott, who was formerly CIO of Vontobel Wealth Management.
02/04/2022
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.
02/04/2022
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
02/03/2022
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
This transaction is expected to be completed in Q3 2022
02/03/2022
This is the latest recognition of Ogier's breadth of expertise across multiple locations and teams.
02/02/2022
Thanks to the relentless work of our staff, we are entering the final year of our three-year strategic cycle from a position of strength and already gearing up for future growth opportunities.
02/02/2022
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
The wealth management landscape is an increasingly competitive one.
02/02/2022
Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.
02/02/2022
This acquisition reaffirms Schroders strategy to provide clients with the highest quality solutions for their pension needs.
02/02/2022
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.
02/01/2022
Tilney Smith & Williamson will occupy part of the 13th floor of the building, which enjoys spectacular views of the city and is a short walk from City Hall and the main transport hubs.
02/01/2022
2021 net profit of USD 7.5bn, 17.5% return on CET1 capital