02/13/2020
Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020
The awards ceremony will be held on the 23rd April at the DeVere Connaught Rooms.
Wealth and Asset Management
02/13/2020
Vontobel reports strong growth in Asset Management in 2019
This growth reflects good performance and, above all, the fact that Vontobel is leveraging its product expertise to deliver needs-oriented solutions to its clients.
02/11/2020
ZEDRA expands Central Eastern Europe and corporate services with acquisition in Poland.
This new acquisition follows on from deals in Singapore, the Isle of Man, Switzerland, Nordic markets signed and announced in 2019.
02/11/2020
Rothschild fund management boss on the hunt for deals
‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest
02/11/2020
WeekWatch - St. James's Place
After the laughter, however, comes the hard work.
02/11/2020
Warburg Bank appoints head of Corporate Finance Munich
He moved to Warburg from an international auditing and consulting firm.
02/10/2020
Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?
The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.
02/10/2020
Societe Generale: Fourth quarter and full year 2019 Results
Underlying operating expenses declined -1.0% in 2019.
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Chase de Vere called out for lavish adviser incentives
The Chase de Vere whistleblower told The Times the whole event centred around money
02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/09/2020
Rothschild receives award for best HNW Team
This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”
02/07/2020
Sionic shortlisted in prestigious awards
This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.
02/07/2020
Mediobanca profits up on consumer business, wealth management
Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.
02/06/2020
BNP Paribas wealth and asset management revenue continues to grow
The way the Group operates has changed, being more efficient and digital for our clients and employees.
02/06/2020
Reshaping wealth management - Five big trends for 2020
Transparency might be seen as an industry reaction to the global financial crisis.
02/06/2020
Credit Suisse Power Balance Shifts as Investors Back Thiam
The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.
02/06/2020
Private Banking and Wealth Management Survey 2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.
02/05/2020
Consolidator attracts new investor
AFH is listed on the Alternative Stock Market (AIM) and since joining that market in 2014, has acquired 50 advice firms.