05/26/2023
Citywire Wealth Manager has learnt the names of 11 former Investec W&I investment directors who left the firm prior to the announcement it was to merge with Rathbones.
05/26/2023
It was clear that the banker from eastern Switzerland would sooner or later resign after 22 years in the pay of the traditional Zurich bank Vontobel – including twelve years as CEO.
05/26/2023
By issuing the new registered shares at a subscription price of CHF 69.00 each, LUKB achieved gross proceeds totaling CHF 488.75 million.
05/26/2023
The couple traversed through various sections of the main avenue garden
05/25/2023
Equity markets had a strong start to the year despite economic data that signals a deceleration in activity across the world, ongoing geopolitical tensions and concerns over persistent inflationary pressures.
05/25/2023
Customers will benefit from more capabilities and products, wider coverage of regulatory environments and enhanced global customer service.
05/25/2023
Firm recovered in Q3 after its failed lending arm had caused profits to plummet 90% in first half
05/25/2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse
05/25/2023
It was not until the fourth quarter that the economy and market recovery again ensured a more positive development.
05/25/2023
Julius Baer shares were severely punished on the stock market after the publication of the key data for the first four months of the financial year.
05/24/2023
Active Wealth Management Limited will join Wren Sterling’s Glasgow office .
05/24/2023
Managed by Paul Udall
05/24/2023
The wealth firm managed to keep profits buoyant due to higher interest rates on cash and reduced staff costs.
05/24/2023
Dasha Plotnikova and Max Scholey said they were attracted by Raymond James’ lack of a centralised model, paired with the support of a larger infrastructure.
05/24/2023
McConnon, who worked for more than 25 years in marketing roles across the asset management industry, was most recently chief client officer at Rathbones.
05/24/2023
Mediobanca said it would reposition its offer of both liquid and illiquid products and provide investment banking services to rich customers such as business owners.
05/24/2023
Assets under advice and management at Kingswood rose 54% last year following a string of acquisitions by the wealth consolidator.
05/24/2023
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/24/2023
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
05/23/2023
Solid start into the year despite challenging market developments – Strong relationship manager hiring pipeline – Significant capital generation