• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

03/21/2024

Many surprises in the search for the best private bank

The best Swiss private banks manage the balancing act between tradition and transformation.

03/20/2024

20th anniversary of Canaccord Genuity Wealth Charitable Trust

There are plans to celebrate in various ways throughout 2024.

03/20/2024

German custodian bank is looking for more customers for a Swiss banking license

An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.

03/20/2024

TISE reports record turnover, profit & EPS for 2023

The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.

03/20/2024

Credit Suisse Headquarters to Become a Campus of Sorts

The campus will also comprise the former Swiss Bank Corp building

03/20/2024

Top 50 IAM launches yield enhancement strategy AMC

Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.

03/19/2024

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

03/19/2024

Aberdeen wealth managers surpass £150 million milestone

Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.

03/19/2024

The rise of multi-millionaire women

Female billionaires are similarly dominated by more heiresses than entrepreneurs

03/19/2024

Close Brothers H1 Adj. Profit Rises - Quick Facts

Adjusted earnings per share was 46.3 pence compared to 6.1 pence.

03/19/2024

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

03/18/2024

Can UBS become Europe’s Morgan Stanley?

At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.

03/18/2024

Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS

When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.

03/18/2024

Two former CS store managers are moving to Paradeplatz boutique

As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.

03/18/2024

Wealth veteran takes swipe at M&A as he sets up own business

Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.

03/18/2024

Partners Group adds private markets royalties to its investment platform

The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.

03/18/2024

Quilter announces next instalment of platform enhancements

The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.

03/18/2024

Quilter announces next instalment of platform enhancements

The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.

03/18/2024

Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios

With the initial product, Othis targets individuals and families with portfolios of diverse assets.

03/18/2024

Former Tees Wealth head launches investment management firm with P1

A discretionary managed portfolio investment service on a more individual, bespoke basis will also be offered.

  • 1
  • 2
  • 3
  • …
  • 96
  • 97
  • 98
  • 99
  • 100
  • 101
  • 102
  • 103
  • 104
  • 105
  • 106
  • …
  • 830
  • 831
  • 832

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

FATF publishes new Guidance on Financial Inclusion and Anti-Money Laundering and Terrorist Financing Measures

06-25-2025

Wealth transfer requires steep rise in investor knowledge

06-25-2025

Ensuring financial futures after the final whistle company- Tweed Wealth Management

06-26-2025

LGT and iCapital Join Forces for Alternatives Investing

06-26-2025

‘Way too cheap’ – Tax experts question Reform’s £250K non-dom plan

06-25-2025

Weatherbys head of financial planning achieves rare double

06-25-2025

The Great Wealth Flight: Millionaires Relocate in Record Numbers

06-26-2025

Authorities revise Memorandum of Understanding in relation to payments in the UK

06-25-2025

Major German bank to offer crypto trading by 2026 amid bank ‘FOMO’

07-02-2025

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

07-02-2025

Wealthtime's Lucy Bristow leaves CCO role at platform

07-02-2025

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

07-02-2025

Irish financial firms struggle with consumer code implementation

07-02-2025

Tribunal upholds the FCA’s market manipulation bans

07-02-2025

Caceis gets green light for crypto services

07-02-2025

IE University, Franklin Templeton, and OpenWealth team up to launch the IE Family Offices Knowledge Hub

07-02-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS