11/23/2023
With the new office in Hamburg’s city centre, the team will offer northern German clients even greater local proximity and flexibility for strategic advice and discretionary portfolio management.
11/23/2023
The group has snapped up Primera Wealth Management
11/23/2023
Talking Trends panel generated plenty of food for thought.
11/22/2023
The Company has a comprehensive product portfolio covering workflow and automation, risk and compliance, workforce management, financial management, and data analytics and insights.
11/22/2023
Managers at the firm explain why they still see value in the under pressure wealth manager.
11/21/2023
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
Balanced Managed and Continental European
11/21/2023
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
Chairman of the board of directors of Swiss companies are increasingly in demand.
11/21/2023
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags
11/21/2023
The firm has recently launched its UK wealth arm with its parent company based in Jersey.
11/21/2023
Jeremy Hunt should increase taxes on rich to help fund public services for all, says Patriotic Millionaires UK
11/21/2023
Elif Aktuğ says gender-diverse teams have lower risk profiles.
11/20/2023
Continued net new money inflows support asset growth – Relationship manager hiring pace maintained – Seasonal slowdown in client activity – Capital ratios improved further.
11/20/2023
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The bank considers itself a pure-play private bank with a focus on wealth management, which is generally light on the balance sheet side.