03/31/2023
The research from Ocorian, which works with more than 60 family offices around the world, found the key reasons for the change in attitude are optimism about the global economy.
03/31/2023
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Profit growth accelerates path to "Future State".
03/31/2023
Newly launched investment company with UK smaller company focus
03/31/2023
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
03/31/2023
Hosted at the offices of law firm Walkers, the event gave its women-focused audience an opportunity to talk openly about managing wealth and achieving a positive lifestyle.
03/31/2023
The award reflects the jurisdiction’s growing international reach and its reputation as a centre at the heart of Europe supporting the global ambitions of investors.
03/31/2023
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.
03/30/2023
Managing partner Lionel Aeschlimann said property developers are open to co-investments in the early stages.
03/30/2023
During 2022 the Group paid a special dividend of £2.00 per share which, together with the ordinary dividends, equated to a total return of £8.0 million to shareholders in the year.
03/30/2023
LGT performed extremely well, winning awards in five different categories.
03/30/2023
The leading European based Wealth Manager wins three awards in Euromoney’s Global Private Banking Awards 2023
03/30/2023
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
Donald Reid and David Mason have teamed up to launch a wealth consultancy aimed at helping firms navigate the consolidation wave sweeping through the sector.
03/29/2023
Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.
03/29/2023
Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil
03/29/2023
All eyes are now on Sergio Ermotti, the proverbial prodigal son returning to UBS as CEO to put it on the road to success in its new and mind-boggling dimension.
03/28/2023
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.