03/31/2025
This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.
03/31/2025
Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.
03/31/2025
Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.
03/31/2025
Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.
03/31/2025
Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.
03/31/2025
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.
03/31/2025
Gen Z is not just inheriting wealth; they are redefining investment priorities.
03/31/2025
The portfolio will mostly allocate to the flagship hedge fund strategy HSBC Global Hedge Fund
03/31/2025
The board has proposed a dividend to shareholders of 3.2p per share, doubling last year’s inaugural dividend.
03/31/2025
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.
03/31/2025
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
03/31/2025
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/27/2025
It will move a team of 14 bankers
03/27/2025
Strategic progress and growth in net assets per share