05/12/2025
As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.
05/12/2025
M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.
05/09/2025
Venerable wealth management firm is ambitious for growth in Scotland
05/09/2025
Over a two-year period, assets under management, client numbers, and headcount have increased significantly.
05/09/2025
The event brought together 250 people from different – in some cases distant – parts of the group.
05/09/2025
The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.
05/08/2025
The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.
05/08/2025
Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.
05/08/2025
At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.
05/08/2025
Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.
05/08/2025
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/07/2025
The Agenda Invest team have joined Vector Wealth Management.
05/07/2025
The BVI Fund will undergo an orderly and managed transition to Fermat.
05/07/2025
This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management
05/07/2025
Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM
05/07/2025
BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.
05/06/2025
And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.
05/06/2025
William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.
05/05/2025
That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.
05/05/2025
Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.