11/27/2023
Alpian rolls out free digital private banking for young adults
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
Wealth and Asset Management
11/27/2023
Wealth manager merges with IFA firm
It will rebrand to MKC wealth
11/27/2023
Bird & Bird advised Canaccord Genuity and Fox-Davies Capital on an oversubscribed placing by CleanTech Lithium
The Placing conditionally raised gross proceeds of £8 million at 22 pence per share.
11/24/2023
FCA sends hard-hitting ‘Dear CEO’ letter to wealth managers and retail stockbrokers
The FCA notes that consumers have lost significant sums due to scams and fraud, and some firms have enabled money laundering.
11/24/2023
The hunt for René Benko's creditor banks is on
In recent weeks, Signa has struggled to service outstanding debts: rising interest rates and falling income from commercial space are causing problems for the Austrian investor's empire.
11/24/2023
Family Offices Market Analysis, Industry Size And Forecast 2023 To 2032
Wealth management refers to the professional services and strategies employed to help individuals or families preserve, grow, and manage wealth.
11/24/2023
Schroders Family Office Service wins Family Office Services Provider of the Year at the Spear’s Awards 2023
Introducing the winner and finalists for the Spear's Awards 2023 Family Office Services Provider of the Year, in association with AP Executive
11/24/2023
Swiss property fund hails ‘unique’ chance to invest at a 30% discount
The Helvetica Swiss Commercial fund has underperformed versus another fund from the same firm in recent years.
11/24/2023
The “Ageing” Europe: what trends will shape wealth management for HNW investors
Wealth is getting older, but what opportunities does that bring?
11/23/2023
Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards
The annual awards support and recognise the leading woman and companies within the private wealth industry.
11/23/2023
Rothschild & Co to open third Wealth Management office in Germany
With the new office in Hamburg’s city centre, the team will offer northern German clients even greater local proximity and flexibility for strategic advice and discretionary portfolio management.
11/23/2023
Perspective adds £205m in assets with twentieth acquisition of 2023
The group has snapped up Primera Wealth Management
11/23/2023
From the perils of private debt to net-zero attempts: Four things we learned in Gstaad
Talking Trends panel generated plenty of food for thought.
11/22/2023
Partners Group to sell Civica, a global provider of cloud software solutions for the public sector
The Company has a comprehensive product portfolio covering workflow and automation, risk and compliance, workforce management, financial management, and data analytics and insights.
11/22/2023
Why Liontrust is sticking with St James’s Place (for now)
Managers at the firm explain why they still see value in the under pressure wealth manager.
11/21/2023
Spear’s Awards finalists: HNW Wealth Manager of the Year
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
St James's Place changes managers and reduces fees for two funds
Balanced Managed and Continental European
11/21/2023
Quilter Cheviot MPS launches two new strategies on platforms
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
BBVA Switzerland and Metaco boost institutional digital asset offerings
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
Colm Kelleher's new part-time job
Chairman of the board of directors of Swiss companies are increasingly in demand.