07/03/2023
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
The report highlights the bank's strong commitments to sustainable development
06/30/2023
43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.
06/29/2023
The Transactions are expected to close during the fourth quarter 2023
06/29/2023
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.
06/29/2023
The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.
06/28/2023
These results demonstrate the solid underlying performance of our business, in a market
06/28/2023
Corporate insolvencies are at a four-year-high according to the latest government data.
06/28/2023
Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.
06/28/2023
The bulk of the portfolio will be invested in companies with market caps of €45bn and below, and will not align to the MSCI Index
06/27/2023
Wealth manager wants to provide more sustainable investment solutions
06/27/2023
The bank is involved in financing the huge real estate project in the Quartier de l'Etang located west of the city center, through its Edmond de Rothschild Real Estate fund.
06/27/2023
The prospect of consistent business growth became increasingly difficult to envision on the horizon.
06/27/2023
The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition.