04/04/2025
OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.
04/04/2025
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.
04/04/2025
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/03/2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/02/2025
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button
04/02/2025
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/01/2025
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
04/01/2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
04/01/2025
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
04/01/2025
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
04/01/2025
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
04/01/2025
All UBP London-based teams will move into a new office in Marylebone later this year.
04/01/2025
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.
04/01/2025
This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.
03/31/2025
The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.