03/31/2023
Dowgate Wealth announces launch of new investment company: Onward Opportunities Limited
Newly launched investment company with UK smaller company focus
Wealth and Asset Management
03/31/2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
03/31/2023
Brooks Macdonald International supports Health and Wealth Wellbeing event
Hosted at the offices of law firm Walkers, the event gave its women-focused audience an opportunity to talk openly about managing wealth and achieving a positive lifestyle.
03/31/2023
Jersey’s global reach underlined through Best IFC success at WealthBriefing European Awards
The award reflects the jurisdiction’s growing international reach and its reputation as a centre at the heart of Europe supporting the global ambitions of investors.
03/31/2023
Strength of JTC Private Office Proposition Highlighted in Wealthbriefing Award Win
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
Board of Directors announces the withdrawal of proposals for the 2023 Annual General Meeting of Shareholders of Credit Suisse Group AG
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 2023 Wealth Management Index
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.
03/30/2023
Mirabaud targets CHF 200m with Article 9 property strategy
Managing partner Lionel Aeschlimann said property developers are open to co-investments in the early stages.
03/30/2023
TISE reports record-equalling turnover for 2022
During 2022 the Group paid a special dividend of £2.00 per share which, together with the ordinary dividends, equated to a total return of £8.0 million to shareholders in the year.
03/30/2023
LGT receives five awards at the Euromoney Global Private Banking Awards 2023
LGT performed extremely well, winning awards in five different categories.
03/30/2023
Deutsche Bank named World’s Best Bank for Entrepreneurs by Euromoney
The leading European based Wealth Manager wins three awards in Euromoney’s Global Private Banking Awards 2023
03/30/2023
Santander, named Best Private Bank in Latin America by Euromoney
In Europe, Euromoney also named Santander Private Banking the Best International Private Bank in Poland and Portugal, and the best firm for ultra-high-net-worth individuals in Spain.
03/30/2023
Ex-Tilney S&W and Sanlam UK COOs team up for wealth consultancy launch
Donald Reid and David Mason have teamed up to launch a wealth consultancy aimed at helping firms navigate the consolidation wave sweeping through the sector.
03/29/2023
‘It is not about the colour of the passport’: Why UBS called on Ermotti now
Colm Kelleher, chairman of the group, insisted that Sergio Ermotti's Swiss nationality wasn't a critical factor in the selection.
03/29/2023
Credit Suisse bankers and clients courted by Swiss rivals
Staff retention is ‘number one’ priority at UBS after takeover as wealth managers aim to capitalise on turmoil
03/29/2023
UBS: Kelleher's Daring High Stakes Coup With Ermotti
All eyes are now on Sergio Ermotti, the proverbial prodigal son returning to UBS as CEO to put it on the road to success in its new and mind-boggling dimension.
03/28/2023
Interest rates rise but the peak could be close
Central banks the US Federal Reserve and Bank of England raised rates once again this week, but such hikes could still come to an end sooner than previously expected.
03/28/2023
Why now could be the best time to be ISA ready
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available.
03/28/2023
EFG announces the nomination of Philip Lofts as a new member of the Board of Directors
He will also chair the Risk Committee, of which Susanne Brandenberger is currently Chair.
03/28/2023
Lombard Odier establishes a Corporate Advisory centre of expertise
In the next five years, nearly 2,000 SMEs in French-speaking Switzerland and 35,000 businesses in Switzerland as a whole will change ownership due to a sale outside of the family circle.