04/05/2023
The wealth management industry in the UK is now estimated to be worth some £2trn and the market has become even more competitive as Rathbones, one of the oldest names in the industry, is merging with Investec.
04/05/2023
Reports & Data sets covering views from validated HNWIs
04/05/2023
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
The fund invests in listed companies in Germany.
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.