10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.
Wealth and Asset Management
10/07/2019
The Fiducia Group launches new Corporate Finance division
Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/06/2019
Spooky by Tim Price
Autumn naturally lends itself to a mixture of retrospection and introspection.
10/06/2019
Quarterly Update: Central Bank Support Soothes Political Pain
Resilient economic growth and supportive central banks outweighed the impact of a series of political shocks in the third quarter of 2019
10/04/2019
Swiss banks benefit as rich Britons line up escape route from Brexit chaos
This trend had clearly intensified in recent weeks, a source at a large Swiss bank said.
10/04/2019
Profile: ‘Private banking’s image is set by large, inflexible institutions’
As a business, Arbuthnot Latham is diverse and collaborative, using technology to help sometimes ‘wilful’ clients envisage their financial future
10/03/2019
Creating the future… with a little bit of help from Weatherbys
In other words, if we make change something we enjoy doing, we’re likely to do a lot more of it, he said championing ‘bottom-up diverse collaboration’, the best current example of which might well be the Extinction Rebellion protests.
10/03/2019
Bristol Private Office Services to Partner with Asset Managers
We find many families where their focus has been on building a business and working hard, who then need support on how to manage their wealth.
10/03/2019
UBS Investment Bank: Roll On, Job Cuts
The unit has added 376 people since the duo took over from Andrea Orcel last year.
10/03/2019
Schroders enhances investor access to private equity with new fund
The fund will focus on small and medium-sized buyouts in Europe and USA, encompassing companies that typically have an enterprise value of less than US$250 million.
10/03/2019
Why the North is luring wealth managers
Manchester, Leeds and Liverpool's lure for wealth managers has increased sharply in the past two years
10/02/2019
Credit Suisse says risk calculation, hedging change to reap $250 million
While the Zurich-based bank has decided to continue financial reporting in Swiss francs, Credit Suisse said it would calculate its Group Operational Risk risk-weighted assets in dollars
10/01/2019
Kingswood First Half Revenue Boosted By Acquisitions, Reviews More
Wealth manager Kingswood Holdings Ltd on Monday said acquisitions bolstered
10/01/2019
BREXIT: The Long and Short of it
Over our 300 year history we have seen crises come and go – but keeping a long-term view is essential.
10/01/2019
Ireland has fifth largest number of super rich individuals
New study reveals there are 421 ultra wealthy individuals per million adults in the State
09/30/2019
Peter Flavel: ‘It’s not venture capital, it’s patient capital’
Chief executive of Coutts talks about linking mentors with young businesses
09/30/2019
Clifton AM makes further acquisition
Clifton says it has a series of future acquisition targets, and is now seeking an external funder to speed up its growth plans.
09/30/2019
AFH halts acquisition drive
The wealth manager has completed a number of acquisitions this year, including three this month, brining its total committed spend to £10.3m since its stock placing in July of this year.
09/27/2019
International Wealth Management firm recognised as Best Swiss Investment Advisory Firm
The Wealth and Money Management Awards were established to honour those who remain committed to offering the best financial services available to clients, regardless of company size, age or prestige.