07/26/2023
There are currently 26 different account options up from the three that were previously available, providing greater flexibility and enabling more customers to take advantage of the higher interest rates on offer.
07/26/2023
The wealth manager said it will drop all Russia-domiciled clients by the end of the year as a result of the widening spate of sanctions.
07/26/2023
The global investment company Vontobel is scaling up its collaboration with Microsoft in order to employ Azure Open AI Service.
07/25/2023
This doesn't prevent him from attracting more outside talent because the bank offers attractive conditions.
07/25/2023
The strategy, which aims at achieving “equity-like returns with fixed income volatility”, was made available to ultra-rich clients just seven years ago, after the UHNW share class was tested for two years.
07/25/2023
During the period, the business delivered record growth in both gross and net new assets, increased operating income including excellent momentum in Professional Services fee growth
07/25/2023
With success: Migros Bank received several awards in 2023 for the digitization of its customer offering.
07/25/2023
A statement from the firm reports that the industry veteran passed away unexpectedly.
07/24/2023
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
07/24/2023
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.
07/24/2023
Inflationary growth of asset values coupled with frozen allowances* are helping ensure that, as things stand, IHT receipts continue to be a lucrative earner for the Treasury.
07/24/2023
The move comes after the private bank saw a surge in first-half inflows to CHF7bn following the merger of two of its biggest rivals, Credit Suisse and UBS.
07/24/2023
The requirement for GAM’s fund management services unit to be sold before the takeover deal can go through has been waived.
07/21/2023
Revenues amounted to CHF 616.4 million in the first half of the year, representing a slight decrease (-0.7%) compared to CHF 620.9 million in the first half of 2022.
07/21/2023
Move towards global and multi-manager approach
07/21/2023
Withers has "an impressive number of experts across a number of jurisdictions; they are all very knowledgeable in their field of expertise.
07/21/2023
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/21/2023
This certification is in line with the Human Project component of Ambitions 2025
07/21/2023
Close Brothers said it was ‘focusing on disciplined growth, cost efficiency and capital optimisation’ but did not address speculation it was considering a sale of its wealth arm.