04/07/2025
With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.
04/07/2025
Bergos Crossroad will also be available to customers who do not use Bergos for private banking.
04/04/2025
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.
04/04/2025
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/03/2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/02/2025
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button
04/02/2025
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/01/2025
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
04/01/2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
04/01/2025
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
04/01/2025
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
04/01/2025
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
04/01/2025
All UBP London-based teams will move into a new office in Marylebone later this year.
04/01/2025
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.