11/05/2021
“We are delighted to receive these distinguished awards in recognition of our excellent track record in delivering sophisticated and personalized private banking services, with a strong focus on digital offerings.”
11/05/2021
Swiss bank looks to put multiple scandals behind it with strategy shift
11/05/2021
The judges highlighted the results achieved by the REYL Group, which increased its assets under management and the number of its employees for the 19th and 16th consecutive years respectively.
11/05/2021
LGT performed very well at the World’s Best Private Banks Awards, which was organized by the internationally acclaimed financial magazine Global Finance.
11/05/2021
Digitising processes such as deal distribution, client profiling and operational workflows will undoubtedly increase advisers’ efficiency.
11/05/2021
The news machine punctuates crisis with crisis, but economic reality is less volatile.
11/05/2021
Aquarius Financial is currently opening their headquarters in London’s Mayfair
11/04/2021
The awards' jury, which distinguishes excellence in the sector, has recognised in 2021 CaixaBank's private banking business model, focused on quality advice and its commitment to sustainable financial advice, constant growth and the use of new t
11/04/2021
Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021
11/04/2021
Delio is privileged to play a small (but hopefully important) role in helping to connect the wider ecosystem of investors and financial institutions.
11/04/2021
The wealth firm’s partners cashed out £23m in 2020 as profits were boosted.
11/04/2021
As it creates two segments focussing on HNW and affluent clients
11/04/2021
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
11/04/2021
Based out of the Birmingham office, Adam will also take a leading role in growing the firm’s tax advisory presence in the North West.
11/04/2021
The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families.
11/03/2021
"I expect an agreement with Great Britain on market access in 2022," the paper quoted Rohner as saying.
11/03/2021
After the pandemic-driven recession in the previous year, the current financial year is being marked by economic recovery.
11/03/2021
Quilter, a British wealth management company, has today announced robust third quarter results with net inflows of £1bn, ten times that of the same period last year.
11/03/2021
The deal brings almost 2,000 clients to the group, as well as 12 advisers and six support staff.
11/02/2021
The pipeline consists of £35m to £70m worth of further investments in funds currently in the portfolio, co-investments and new fund investments.