03/21/2024
The Search for the Best Private Bank Reveals Some Big Surprises
That poses the question as to what criteria are the most important in any kind of industry ranking.
Wealth and Asset Management
03/21/2024
Many surprises in the search for the best private bank
The best Swiss private banks manage the balancing act between tradition and transformation.
03/20/2024
20th anniversary of Canaccord Genuity Wealth Charitable Trust
There are plans to celebrate in various ways throughout 2024.
03/20/2024
German custodian bank is looking for more customers for a Swiss banking license
An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.
03/20/2024
TISE reports record turnover, profit & EPS for 2023
The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.
03/20/2024
Credit Suisse Headquarters to Become a Campus of Sorts
The campus will also comprise the former Swiss Bank Corp building
03/20/2024
Top 50 IAM launches yield enhancement strategy AMC
Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.
03/19/2024
BBVA Group establishes a new investment advisory subsidiary in Miami
The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.
03/19/2024
Aberdeen wealth managers surpass £150 million milestone
Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.
03/19/2024
The rise of multi-millionaire women
Female billionaires are similarly dominated by more heiresses than entrepreneurs
03/19/2024
Close Brothers H1 Adj. Profit Rises - Quick Facts
Adjusted earnings per share was 46.3 pence compared to 6.1 pence.
03/19/2024
Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group
As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.
03/18/2024
Can UBS become Europe’s Morgan Stanley?
At the division’s first leadership conference for several years, Federer shared his experiences of coping with the pressure of being a tennis superstar.
03/18/2024
Iqbal Khan & Co are firmly in the race to succeed Ermotti at UBS
When it comes to replacing CEO Sergio Ermotti - Kelleher wants him to remain in office for at least four more years - he would also like to take his lead from the US institute.
03/18/2024
Two former CS store managers are moving to Paradeplatz boutique
As the investment company finews.ch, based on Paradeplatz in the heart of Zurich's banking center , confirmed, around 20 employees now work for the company in the Client Solutions department.
03/18/2024
Wealth veteran takes swipe at M&A as he sets up own business
Former Gerrards and Ravenscroft investment manager Kieran Follis has partnered with P1 Investment Services for his new wealth business.
03/18/2024
Partners Group adds private markets royalties to its investment platform
The team will be integrated into the wider Partners Group platform and will benefit from the firm's existing network, expertise, and portfolio insights.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Quilter announces next instalment of platform enhancements
The Quilter platform will also now use the Faster Payments System for single ad hoc withdrawals and crystallisation payments.
03/18/2024
Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios
With the initial product, Othis targets individuals and families with portfolios of diverse assets.