Switzerland
Italian private bank to merge with Swiss advisory firm
As its parent company buys majority stake in the Geneva-based company
Private bank to ‘redefine wealth management’ using ESG
With launch of two funds and a model portfolio
GWM hires Hargreaves alum
He was ‘heavily involved’ in the firm’s Wealth 50 funds list
Spectrum IFA buys 50% stake in Geneva financial planner firm
Which provides investment, pension and savings solutions to mostly high net worth expat clients
Swiss private bank to exit private banking in 2021
It is in ‘advanced negotiations’ to sell and transfer its client portfolios, front-office and subsidiaries