11/15/2024
Boston Multi Family Office to acquire Aqua Group
Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.
Wealth and Asset Management
11/15/2024
Highvern Senior Trust Manager awarded ‘Future Leader’ recognition
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth opens new office in Guernsey
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/15/2024
BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
11/14/2024
Weatherbys expands in Scotland with new private banker
During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.
11/14/2024
Another win for QCFP’s Nadia Johnstone-Smith
This time at the Professional Adviser Women in Financial Advice Awards.
11/14/2024
ZHAW Study: Switzerland's Best Private Bank in 2024
The financial industry is almost obsessed with measuring itself in rankings.
11/14/2024
Salary cap for the CEO of Urner Kantonalbank
The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.
11/14/2024
HSBC Global Private Banking finds the UK entices global business owners
The UK continues to rank among the most alluring places in the world for international businesspeople.
11/14/2024
Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich
Machine learning increasingly gaining in private-wealth sector
11/14/2024
Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024
They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.
11/14/2024
Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business
The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.
11/14/2024
Ex-Ruffer top 30 star launches wealth firm
Harry Sevier will launch Lulworth Investment Management at the end of the year.
11/14/2024
Through the generations: the transfer of family businesses is accelerating
This unavoidable rite of passage becomes all the more emotional when the business is a family one.
11/13/2024
Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man
This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024
11/13/2024
Schroder Income Growth Fund plc - Full Year Results
The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.
11/13/2024
ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024
The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.
11/13/2024
Tatton Asset Management sees organic inflows rise by 101% in half-year results
Group revenue increased by 23.7% in the six months to 30 September 2024
11/13/2024
KPMG Asset Management CEO Outlook
Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.
11/13/2024
UBS Wealth’s UK strategy evolves with big Newcastle move
The move to a recently revamped office space at 1 Citygate underlines UBS Wealth’s commitment to the North East and ends speculation it was looking to exit the region.