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Canaccord Wealth opens new office in Guernsey

Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

Weatherbys expands in Scotland with new private banker

During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business

The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

Tatton Asset Management sees organic inflows rise by 101% in half-year results

Group revenue increased by 23.7% in the six months to 30 September 2024

KPMG Asset Management CEO Outlook

Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.

UBS Wealth’s UK strategy evolves with big Newcastle move

The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.

Asset Management: Intesa Sanpaolo rationalises activities

The merger and demerger of Fideuram, Fideuram Asset Management SGR and Eurizon Capital SGR will be completed by the third quarter of 2025.

Two thirds of asset managers expect a significant rise in margin pressure in the next two years

With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder

Wealth and Asset Management