11/25/2024
The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.
11/25/2024
Charles Russell Speechlys confirms the launch of a new office.
11/25/2024
With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.
11/25/2024
These awards recognize excellence in private banking beyond financial expertise.
11/25/2024
The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.
11/25/2024
Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU
11/25/2024
Leading family office business based in Jersey, Malta and the UK
11/22/2024
The firm has acquired Alpha Beta Partners and at the same moved closer to selling its advice network to Saltus.
11/22/2024
With this new building, UBS aims to set new standards not only in architecture but also in wealth management.
11/21/2024
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
Acquisition comes amid continuing consolidation in the sector
11/21/2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
11/21/2024
The aim is to go for 20% growth over the next twelve months
11/21/2024
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
11/21/2024
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
11/21/2024
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/20/2024
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
11/20/2024
GLAM has now passed five years of data collection, during which time we have conducted almost 12,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour.
11/20/2024
Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23
11/20/2024
The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.