02/16/2022
Kingswood acquires Aim Independent Limited
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
Wealth and Asset Management
02/15/2022
Sold Sanlam wealth business names new top team
It aims to be the first truly digitally enabled, hybrid wealth business in the UK
02/15/2022
Banca March buys BNP Paribas's Spanish private bank
BNP Paribas will transfer 80% of its portfolio of clients and its bankers to the Spanish bank, the newspaper said, adding the French bank will retain 20% of the business.
02/15/2022
Discussing top trends in 2022 for the Wealth Management sector
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
02/15/2022
IQ-EQ wins ‘Best Wealth Planning Team’
It’s the second year in a row that IQ-EQ’s Swiss team has scooped this award, reflecting the success of their agile, service-focused approach.
02/14/2022
SJP has largest number of funds in the 'dog house'
The largest of SJP's dog funds was the £3.05bn Global Equity fund
02/14/2022
HSBC trims private bank staff and reduces office space in Switzerland
Lender relocates some workers to cheaper countries as it continues cost-cutting push
02/14/2022
HSBC’s Private Bank Plans Zurich Hires as Part of Wealth Push
The expansion comes as the bank reduces the size of its Geneva office as part of a pandemic-driven shift to flexible work, in addition to moving more back-office operations to cheaper locations.
02/14/2022
Tavistock backs out of £3.7m IFA acquisition
Deal is no longer in the firm’s ‘strategic interests’
02/11/2022
Schroders MPS boss targets £10bn AUM by 2025
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
02/11/2022
Merchant acquires minority stake in Fusion Family Wealth
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
02/11/2022
Bank of Cyprus named Best Private Banking & Wealth Management Bank
The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers
02/10/2022
How our future headquarters will shape the local economy
The office will bring together almost all employees currently based across the large private bank’s six Geneva sites, "that is to say 1,700 to 1,900 people initially", estimates Patrick Odier, Senior Managing Partner of the Group.
02/10/2022
Credit Suisse Group announces fourth quarter and full year 2021 financial results
We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.
02/10/2022
Julius Baer Guernsey wins top Euromoney award
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
02/10/2022
Delfin Private Office joins forces with Tantallon Capital Advisers
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
02/10/2022
UBP extends its activities in private markets
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
Banking - Luxembourg Financial Center - Luxembourg for Finance
Luxembourg has been able to build a unique ecosystem for the banking industry
02/10/2022
Global Private Banking and Wealth Management Survey
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
The WealthiHer Network Doubles Growth
This month alone, The Network has secured three new investment firms with a combined £50.1 billion assets under management a year.