07/04/2022
The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.
07/01/2022
Credit Suisse publishes "Tax Monitor Switzerland" 2022
07/01/2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
07/01/2022
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
06/30/2022
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.
06/30/2022
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.
06/29/2022
Established in 1999 by co-founders, Mark Eaton and Spencer Watt, Absolute Financial Management now sits under the umbrella of AFM Wealth with assets under management exceeding £500mn and more than 4,500 clients.
06/29/2022
While terms like ‘sustainability’ and ‘net zero’ seem to make up most conversations about responsible investing
06/28/2022
The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.
06/28/2022
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/28/2022
With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals
06/28/2022
Competition stimulates business.
06/28/2022
In principle, our plan continues to be to grow our lending book in wealth management and directionally go towards the 3 billion.
06/27/2022
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.