07/06/2023
Brown Shipley owner partners with BlackRock to boost investment capabilities
Quintet Private Bank
Wealth and Asset Management
07/06/2023
Crestbridge Business Development professional recognised in Citywealth awards
Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations
07/05/2023
Coutts joins the Wokerati
Even Coutts has joined the Woke blob.
07/05/2023
Boris Collardi Wants to Make a Big Splash at EFG
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
07/05/2023
Emma Thomson: Getting the most from high-net-worth protection cases
This includes advisers who specialise in high-net-worth business.
07/04/2023
IQ-EQ shortlisted across three categories in 2024 Citywealth IFC Awards
IQ-EQ has been shortlisted for ‘Trust Company of the Year’ in Jersey, Guernsey and the Isle of Man.
07/04/2023
Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
Surprising Turn in the Falcon Private Bank Case
During last month’s trial, the Federal Prosecutor's Office demanded a prison sentence of 21 months and a fine of 90 daily rates for the banker.
07/04/2023
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is looking to hold on to bankers with client relationships
07/04/2023
St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.
07/03/2023
Lumin Wealth acquires Essex adviser
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
07/03/2023
REYL Intesa Sanpaolo acquires leading Swiss fund representative Carnegie Fund Services
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
Brown Shipley dumps gold for hedge funds and plays Japan
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
Cinerius with new majority shareholder
The purchase price for the participation remains secret.
07/03/2023
Banque Havilland sets sail in Switzerland
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
UBP partners with Securis in Insurance-Linked Securities
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
A controlled emergency landing
In the US, tighter credit is curbing demand, while strong job markets and consumer savings are supporting it.
07/03/2023
Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.