10/16/2024
Tracey Davidson named in Spear’s ‘Power List 2024’
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.
10/16/2024
At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.
10/16/2024
One of his conclusions will particularly please Swiss private banks.
10/16/2024
It’s only right that in time, attention will turn to consumer support
10/16/2024
The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.
10/16/2024
The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.
10/16/2024
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Hong Kong and Singapore are the world’s rising wealth centres
10/15/2024
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.
10/15/2024
Dominique Gerster brings more than two decades of experience in corporate communications.
10/14/2024
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.
10/14/2024
Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.
10/14/2024
The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.
10/14/2024
A family bank in Lugano has been expanding in big steps for some time.
10/14/2024
Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?
10/14/2024
One of the main BlackRock funds that increased its stake in the FTSE 250 company, which has a market capitalisation of £725mn, is the Throgmorton Trust.
10/11/2024
Against all odds, the team always pulls off the unthinkable, bringing the mission to a successful conclusion.
10/11/2024
On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.
10/11/2024
Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.
10/11/2024
Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.