07/06/2022
Karius thinks the UN Sustainable Development Goals provide an interesting systemic framework for improving our world, but complying with them will not be an easy task.
07/06/2022
Financial advisers Navigation Wealth Management has acquired BRC Wealth Management, as part of the firm’s continued growth of its East Yorkshire operation.
07/05/2022
The deal, first announced in December last year, has now completed after gaining the necessary regulatory approvals and sees Morningstar acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong SAR and Dubai.
07/05/2022
The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40, who not only excel at their work and display strong leadership potential but are also making a positive difference to society.
07/05/2022
The business is also on the lookout for experienced advisers who have their own client banks.
07/05/2022
Swiss bank has allowed two-thirds of 73,000 global employees to work flexibly permanently
07/04/2022
Objectway also got a very favorable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
07/04/2022
Steffen Pauls said that having a physical presence in Zurich will help Moonfare build partnerships with wealth management firms in the region.
07/04/2022
By becoming a member of three global bodies committed to climate, society and the environment, LGT Private Banking now takes another important step in its sustainability strategy.
07/04/2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/04/2022
The acquisition brings Titan Wealth’s total AUM to £5.2bn.
07/04/2022
The awards aim to highlight system suppliers' excellence within the UK financial services industry.
07/04/2022
The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.
07/01/2022
Credit Suisse publishes "Tax Monitor Switzerland" 2022
07/01/2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
07/01/2022
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
06/30/2022
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.