05/23/2024
Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.
05/23/2024
Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.
05/23/2024
The 86-year-old passed away in the presence of family, following a long illness.
05/22/2024
Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.
05/22/2024
Coping with this central task has apparently now become even more difficult for Bereaux.
05/22/2024
In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.
05/22/2024
Third Financial is a fast-growing investment platform and software provider.
05/22/2024
This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.
05/22/2024
LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.
05/21/2024
The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.
05/21/2024
The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.
05/21/2024
Technological advancements and demographic changes are unquestionably reshaping the landscape of wealth management.
05/21/2024
The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.
05/21/2024
Goldman Sachs is seeing an uptick in private credit and private equity interest as family offices grow more sophisticated in their needs.
05/20/2024
The transaction will marginally affect ABN AMRO’s profitability and RWAs, resulting in a minor positive impact on ABN AMRO’s CET1 capital ratio.
05/20/2024
It cited its small size and low share liquidity, which it said had deterred some potential investors, as well as its “materially uncovered” dividend.
05/20/2024
For the more analytical side it will be AI that does the job because it can do it so much faster and better than a human.
05/20/2024
This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.
05/17/2024
Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.
05/17/2024
This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.