04/03/2018

Julius Baer to Open Berlin Branch

The company has currently branches operative in Duesseldorf, Frankfurt, Hamburg, Kiel, Mannheim, Munich, Stuttgart, Wuerzburg and, starting in the summer, in Hannover.

03/30/2018

French boutique completes purchase of asset manager

This comes as the latest purchase in a chain of acquisitions for Financière d’Uzès, which bought independent financial adviser JFB Finances in 2015 and asset management boutique Prais Lyon Gestion in 2013.

03/29/2018

UBS begins global wealth management shift by merging teams

UBS is now combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships, an internal memo seen by Reuters and confirmed by the bank said.

03/27/2018

Momentum Wealth and Provisca part company

Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.