04/04/2023
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/03/2023
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
04/03/2023
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract
04/03/2023
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Group.
04/03/2023
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
20% increase in AUM to £7.8bn, with strong organic growth.
03/31/2023
As the nation’s rich have been slow to create vehicles for managing money, an industry group turns its focus to families based outside of Paris.
03/31/2023
The research from Ocorian, which works with more than 60 family offices around the world, found the key reasons for the change in attitude are optimism about the global economy.
03/31/2023
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Profit growth accelerates path to "Future State".
03/31/2023
Newly launched investment company with UK smaller company focus
03/31/2023
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
03/31/2023
Hosted at the offices of law firm Walkers, the event gave its women-focused audience an opportunity to talk openly about managing wealth and achieving a positive lifestyle.