06/01/2023
Wealth consolidator forks out £8m on double acquisition
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
Wealth and Asset Management
06/01/2023
Julius Baer brings large-scale projection of AI artwork 'Glacier Dreams' by media artist Refik Anadol to Basel
Happening at the same time as this year’s Art Basel art fair, Swiss private bank Julius Baer is launching the third chapter of media artist Refik Anadol’s artwork ‘Glacier Dreams’ in Basel.
05/31/2023
Now Credit Suisse Shareholders are After UBS
This time the claims are directed at UBS.
05/31/2023
Wealth manager opens office in Petersfield
It is the SJP partner firm’s second operation across the UK
05/31/2023
Refik Anadol’s ‘Glacier Dreams’ debuts in Singapore as a new multi-sensory experience in Julius Baer’s NEXT initiative
Inspiring joy and hope, ‘Glacier Dreams’ will be projected on the façade of ArtScience Museum
05/31/2023
Pictet Moves European Headquarter Out of Luxembourg
The designated head of the institution and head of wealth management for the region is Christian Schroeder.
05/31/2023
Handelsbanken enters into an agreement to sell private, SME and life insurance operations in Finland
The private customer, asset management and investment services operations are to be sold to S-Bank, who will also take over lease agreements for branch offices.
05/31/2023
Everything you need to know about millionaires' media habits by Altiant
Altiant will help you devise successful strategies with the second edition of their Millionaire Media Consumption
05/30/2023
Private banking brands exit – how it creates new opportunities
There may be significant openings for expansion
05/30/2023
Wealth management for Millennials: Are firms missing out on a massive opportunity?
A report from HSBC UK found that 57% of non-investing customers were unlikely to invest in the next 12 months for fear of losing money.
05/29/2023
Wealth manager St James’s Place kicks off hunt for new chief
The FTSE-100 company is working with Russell Reynolds Associates to find a successor to Andrew Croft, who has worked for St James’s Place since 1993, Sky News learns.
05/26/2023
Cazenove Capital wins gold for Best Impact/ESG Manager of the year at the Magic Circle Awards
The accolade highlights Cazenove Capital's commitment to sustainability, the depth and breadth of its sustainable investment offering and the strong performance of its impact and sustainable portfolios.
05/26/2023
Friends reunited: The Rathbones 11 set to reunite with old Investec W&I colleagues
Citywire Wealth Manager has learnt the names of 11 former Investec W&I investment directors who left the firm prior to the announcement it was to merge with Rathbones.
05/26/2023
Vontobel: Will there be a big castling?
It was clear that the banker from eastern Switzerland would sooner or later resign after 22 years in the pay of the traditional Zurich bank Vontobel – including twelve years as CEO.
05/26/2023
LUKB achieves the goals of the capital increase
By issuing the new registered shares at a subscription price of CHF 69.00 each, LUKB achieved gross proceeds totaling CHF 488.75 million.
05/26/2023
RBC Brewin Dolphin ‘wows’ Chelsea with Young Couple’s Garden
The couple traversed through various sections of the main avenue garden
05/25/2023
Earnings expectations improve after dip
Equity markets had a strong start to the year despite economic data that signals a deceleration in activity across the world, ongoing geopolitical tensions and concerns over persistent inflationary pressures.
05/25/2023
TrustQuay and Viewpoint Complete Merger Transaction
Customers will benefit from more capabilities and products, wider coverage of regulatory environments and enhanced global customer service.
05/25/2023
Close Brothers learns ‘expensive lesson’ from Novitas acquisition
Firm recovered in Q3 after its failed lending arm had caused profits to plummet 90% in first half
05/25/2023
Wealth and relationship managers should prioritise secure messaging in 2023
The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse