12/12/2017
Winners of Private Banker International Switzerland Awards 2017 revealed
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
Wealth and Asset Management
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/07/2017
Vontobel sells Liechtenstein operation
The transaction is expected to close in the first quarter of 2018, subject to regulatory approval being granted.
12/07/2017
Banca Generali Wins Two Prestigious Awards From Global Brands Magazine - Best Private Banking Brand, Italy & Best CEO - Private Banking, Italy
Banca Generali, is a leading banking group in Italy, has recently won two Global Brand Magazine Awards. They were awarded as a winner for the Best Private Banking Brand, Italy & Mr. Gian Maria Mossa as Best CEO - Private Banking, Italy.
12/07/2017
Stonehage Fleming's Ventura: Jersey still attractive for UHNW
The bigger concern for private offices in Jersey is regulation and how the island ‘has been cooperating with the increase in tax transparency across the world
12/07/2017
Banque Syz launches equity-linked bond with World Bank
The project is led by Carole Millet and Manuel Terreault from the Geneva group’s advisory team.
12/07/2017
European Wealth Management Market for UHNW Women 2017-2028 - Research and Markets
This new report analyses the background to and reasons for the growth in women's wealth at the ultra-high net worth level in Europe and forecasts how it will develop and continue to grow over the next five years.
12/06/2017
Regional compass: 14 wealth offices that shut and closed in 2017
We are fast approaching the end of a truly busy year, which saw companies both expand and shrink. Here is a selection of office opening and closures that took place this year.
12/06/2017
Wealth migrate continues expansion with new uk office
The global real estate investment marketplace has opened a new office in the UK and appointed a new regional CEO to meet growing demand
12/05/2017
GAM expands $11bn ABS range with new launch
The new fund will be managed by Citywire + rated Tim Haywood and Mark Dragten.
12/05/2017
Wealth boutique aims to double inflows on IPO boost
Paul Hogarth, group chief executive, said he is encouraged by the raised profile since the IPO and expects to see a dramatic increase in inflows.
12/05/2017
Deutsche Asset Management to adopt DWS as global umbrella brand
The rebranding of all legal entities and product lines will be completed in 2018.
12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/01/2017
Wealth Manager Must Pay Damages Over Risk Profile Failings
Wealth Manager Has Been Told To Pay Damages To A Client After It Was Found To Have Deviated From The Risk Profile
12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
12/01/2017
Italy’s Mediobanca launches private bank in asset management push
It underlines the efforts of Mediobanca, under chief executive Alberto Nagel, to pivot away from its postwar role as a powerbroker of Italian finance at the centre of a web of cross shareholdings.
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.