07/19/2024
A mid-year review with our CIO and Global Investment Strategist
They provide insights into the outlook for the remainder of 2024, highlighting the continued decline in inflation and ongoing economic growth.
Wealth and Asset Management
07/19/2024
Goldman Lampe Private Bank Honored with Prestigious Award at the Worldwide Finance Awards 2024
Goldman Lampe Private Bank, a leading name in global private banking, is proud to announce its recent recognition at the Worldwide Finance Awards 2024.
07/19/2024
Lennertz & Co. Appoints Head of Family Office
The 55-year-old will assume the position of Head of Family Office at Lennertz & Co.
07/18/2024
Redmayne Bentley Announces the Successful Completion of Blankstone Acquisition
This milestone sees the firm opening its doors to 1,700 clients, along with the creation of four new jobs and a new office in Liverpool city centre.
07/18/2024
Best private equity and alternative asset advisers in 2024
Welcome to the Spear’s ranking for high-net-worth individuals
07/18/2024
Wealth Managers must improve ability to track future performance of asset classes, say clients
More than eight in ten say their company will invest further in new solutions with high quality estimates of key asset classes’ future performance over the next three years, study finds
07/18/2024
BLKB achieves solid results in the first half of the year
The results of the first half of the year confirm that we have set the right course for the future with our investments.
07/18/2024
Family offices embracing private equity
This year, in 2024, nearly 30 per cent of family offices plan to invest more into private equity.
07/18/2024
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
07/18/2024
Pollen Street Capital’s £432m acquisition of Mattioli Woods delayed by security act
Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.
07/18/2024
FCA's Crackdown on Wealth Management Non-Compliance with Consumer Duty: How to avoid this…!
FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.
07/17/2024
Macfarlanes advises long standing client Ares Management on providing financing to Lovell Minnick on the merger between London & Capital and Waverton
The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.
07/17/2024
Belgium's Delen Private Bank to buy smaller rival Dierickx Leys
Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder
07/17/2024
Seizing equity opportunities at the sector level
Yet after solid gains year-to-date, the argument for taking more equity risk now looks less appealing.
07/17/2024
The Stonehage Fleming View: Philanthropy
All are aware of the fact that wealth, often combined with specific family expertise, has the ability to effect significant change.
07/17/2024
Credit Suisse Veterans Lead Shakeup of Opel Family Office
Marina Viergutz, Susanne Reinhard join Opel family’s GVO
07/17/2024
Stern granted Swiss asset management licence
The firm’s partners and the Stern family account for approximately 20% of the firm’s assets under management.
07/17/2024
Wealth managers try to avoid 'conversational cul de sacs' on philanthropy
Clients are often happy to discuss particular charities which they support – especially if someone in their family received outstanding care in the past.
07/17/2024
Basel investment firm to merge with billionaire’s asset manager
The tie-up between special situation investment firm Youngtimers and Hong Kong billionaire Adrian Cheng’s C Capital is set to allow the latter to be listed on the Swiss Stock Exchange.
07/16/2024
Impax Asset Management Group plc completes acquisition of fixed income assets of Absalon Corporate Credit
With the completion of the acquisition, Absalon’s Global High Yield and Emerging Market Corporate Debt strategies become part of Impax’s fixed income range, with funds available on Impax’s Irish-based UCITS platform.