11/09/2020
Stocks ride higher on Biden win as Brexit comes into focus
An incoming Biden administration is certainly not going to offer an easy path to a trade deal between UK and the US
Wealth and Asset Management
11/09/2020
Allegro becomes Ocorian Fund Management
We offer end-to-end service solutions for fund groups so they can maximise the benefit of centralising their administration and create economies of scale.
11/06/2020
LGT receives accolades for alternative investments and sustainable investing
It also received a “highly commended” rating in the Impact and Sustainable Investing category.
11/06/2020
Why we are entering a pivotal moment for wealth management
Until 2020, the international wealth management sector had grown at a remarkably steady rate, reaching a value of nearly $486.78 billion in 2019
11/06/2020
Why Continuity and Succession Planning is Crucial for Businesses Right Now
There could also be litigation, brand damage and liquidation issues to contend with which can ultimately lead to business failure.
11/06/2020
Falcon Private to transfer client relationships to ONE swiss bank
ONE emerged in 2019 from the two Swiss banks Banca Arner and GS Banque.
11/06/2020
Taaleri Wealth Management wins institutional investor survey
Taaleri received top grades for customer service and for taking an active view on markets, among other mentions.
11/05/2020
WealthArc to provide digital services to Eleutheria Wealth
WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum.
11/05/2020
UBP launches a global fintech strategy
The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.
11/05/2020
Transformative approach to wealth management, with the launch of Integrity365
Integrity365 currently has eight financial planners and plans to grow to 12 by the end of March.
11/05/2020
REYL & Cie named "Best Private Banking Boutique in Europe"
REYL & Cie was selected by an international panel of independent judges
11/04/2020
Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges
Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of
11/04/2020
Vontobel achieves strong client growth in first nine months of 2020
This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).
11/04/2020
How philanthropy was born from a passion for painting
David Benson’s love of art allowed gave him a platform for making a positive difference through giving
11/04/2020
Mills & Reeve Named on £23M Deal
"This acquisition is an important and exciting and step forward for Delta in supporting our valued clients."
11/04/2020
Leaving town?
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
11/03/2020
OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.
OTP Private Banking operates as one of the major business lines of OTP Bank
11/03/2020
Extraordinary General Meeting of Julius Baer Group Ltd.
The appropriation of the disposable profit, the dissolution of CHF 83.9 million out of ‘statutory capital reserve’ and of CHF 83.9 million out of ‘voluntary retained earnings reserve’ as well as the proposed second distribution in
11/03/2020
Withers' William Kambas recognized as one of the world's top 100 most influential individuals to family enterprises
Withers has a host of top lawyers who deal with family enterprises, many of them family offices.
11/03/2020
Sanctuary Wealth Cuts Deal Creating Potential Rival to Focus, Hightower
Until now, Sanctuary’s ownership has rested with its senior management and partner firms.