11/21/2023
Spear’s Awards finalists: HNW Wealth Manager of the Year
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
Balanced Managed and Continental European
11/21/2023
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
Chairman of the board of directors of Swiss companies are increasingly in demand.
11/21/2023
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags
11/21/2023
The firm has recently launched its UK wealth arm with its parent company based in Jersey.
11/21/2023
Jeremy Hunt should increase taxes on rich to help fund public services for all, says Patriotic Millionaires UK
11/21/2023
Elif Aktuğ says gender-diverse teams have lower risk profiles.
11/20/2023
Continued net new money inflows support asset growth – Relationship manager hiring pace maintained – Seasonal slowdown in client activity – Capital ratios improved further.
11/20/2023
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.
11/20/2023
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
The bank considers itself a pure-play private bank with a focus on wealth management, which is generally light on the balance sheet side.
11/20/2023
The Crossinvest group has over CHF 3bn in assets under management.
11/17/2023
Investec looks set to meet its full-year targets, despite the choppy economic backdrop
11/17/2023
The awards came just months after Coutts apologised for debanking GB News presenter Nigel Farage.
11/17/2023
Partnership will allow Bordier to leverage Sygnum’s institutional-grade custody, risk management and off-balance sheet digital assets
11/17/2023
This partnership will offer unrivaled opportunities for BIDV’s Private Banking clients to experience the most high-end services and connect with global elites through Edmond de Rothschild’s unique ecosystem in Europe.