07/03/2023
Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
Wealth and Asset Management
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
Intesa Sanpaolo Private Banking and Man Group announce strategic asset management partnership
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
Groupe Indosuez Wealth Management : Indosuez publishes its CSR Report 2022
The report highlights the bank's strong commitments to sustainable development
06/30/2023
Nutmeg founder details harrowing battle with terminal cancer
43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.
06/29/2023
GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group
The Transactions are expected to close during the fourth quarter 2023
06/29/2023
BNP Paribas Wealth Management publishes an exclusive report with the SDA
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
Daniele Brupbacher Goes From Sell-Side to Ermotti's Side
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.
06/29/2023
Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre
The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.
06/28/2023
STM Group : Final Results for the 12 months ended 31 December 2022
These results demonstrate the solid underlying performance of our business, in a market
06/28/2023
Prospect of insolvency for UK businesses' set to fall for the coming year
Corporate insolvencies are at a four-year-high according to the latest government data.
06/28/2023
'Augmented banker' key to PBs’ digitalisation push
Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.
06/28/2023
Liontrust launches sustainable US growth fund free of MSCI alignment
The bulk of the portfolio will be invested in companies with market caps of €45bn and below, and will not align to the MSCI Index
06/27/2023
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
06/27/2023
Edmond de Rothschild Exiting Downtown Geneva
The bank is involved in financing the huge real estate project in the Quartier de l'Etang located west of the city center, through its Edmond de Rothschild Real Estate fund.
06/27/2023
Global Wealth Report 2023: Resetting the Course
The prospect of consistent business growth became increasingly difficult to envision on the horizon.