02/10/2022
Julius Baer Guernsey wins top Euromoney award
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
Wealth and Asset Management
02/10/2022
Delfin Private Office joins forces with Tantallon Capital Advisers
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
02/10/2022
UBP extends its activities in private markets
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
Banking - Luxembourg Financial Center - Luxembourg for Finance
Luxembourg has been able to build a unique ecosystem for the banking industry
02/10/2022
Global Private Banking and Wealth Management Survey
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
The WealthiHer Network Doubles Growth
This month alone, The Network has secured three new investment firms with a combined £50.1 billion assets under management a year.
02/09/2022
Private markets leader strengthens European presence
The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.
02/09/2022
Pictet Tops One Billion
Excellent investment performance and clear focus lead to strong result.
02/09/2022
How Can You Manage Rising Inflation Through Your Personal Finances? by Coutts
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
02/08/2022
360 Accountants in partnership with leading wealth management firm
The synergies between the two businesses are also extremely apparent.
02/08/2022
Three family offices invest to enable the business to scale and increase lending to SMEs
They bring a wealth of experience and know-how as founders from a variety of sectors, including healthcare, e-commerce, transport, retail, real estate and financial services.
02/08/2022
World markets summary - WH Ireland
Slowing global liquidity is by definition a less hospitable environment for financial assets.
02/08/2022
GAM partners with asset manager
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.
02/08/2022
Mattioli Woods earnings up 69%
Highlights include total client assets of the Group and its associate increasing £4.5billion to £15.1billion.
02/08/2022
Spear’s Wealth Management Awards 2021 Winner Interview: Weatherbys Private Bank
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success
02/08/2022
BNP Paribas wealth management delivers strong 2021
This performance reflects a unique positioning as a European leader, with platforms to best serve corporate, institutional and individual clients.
02/07/2022
Aberdeen financial advice firm clocks £100m milestone
Scott James & Associates said its growth was driven by a mix of new and repeat business covering retirement, investment, protection, estate and tax planning advice.
02/07/2022
International wealth management firm expands portfolio with £15.3m acquisition
On an underlying basis for the 12 month period to June 30 2021, Joseph Lamb generated revenue of £3.8m and EBITDA of £1.545m.
02/07/2022
Tilney Smith & Williamson appoints experienced Financial Planner to its London team
The move supports the firm’s continued growth strategy for its financial planning team
02/07/2022
Tilney S&W to be sold or listed by PE owners
The firm said this was the second deal in its recently launched succession programme designed to provide an alternative to financial advisers approaching retirement.