03/02/2022
ZEDRA to Receive Strategic Minority Investment from BCI
ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.
Wealth and Asset Management
03/01/2022
Smith & Williamson change their name
While our name is changing and our range of offerings is expanding, our commitment to delivering a world class experience to our clients remains as strong today as it always has been.
03/01/2022
Credit Suisse Ends Russian Commodities Lending
Concerned that future sanctions could include the energy sector and a complete Russian expulsion from the Swift global payments system led to the decision.
03/01/2022
Sionic Shortlisted in the 2022 WealthBriefing European Awards
Each of these categories is highly contested and subject to a rigorous process before the ultimate winner is selected by the judges.
03/01/2022
Abrdn hails ‘reset’ as revenues rise for the first time since merger
Abrdn boss Stephen Bird said the results mark a milestone for the firm as revenues grew for the first time since the asset managers’ merger.
03/01/2022
Abrdn returns to growth in ‘reset year’
The company simplified and extended its strategic partnership with Phoenix, bringing commercial and financial benefits.
03/01/2022
Tilney Smith & Williamson AUM reaches record £57.7bn ahead of summer rebrand
‘Continues to explore’ acquisition opportunities
02/28/2022
Mediobanca launches venture capital fund with Russell Investments
The fund of funds will focus on technology startups based in the United States.
02/28/2022
Schroders celebrates double win at prestigious Pensions Age awards
Schroders celebrated a double win at the prestigious Pensions Age Awards 2022 with Schroders Solutions and Greencoat Capital winning honours.
02/25/2022
Rothschild receives two top awards
For Bank for Governments of the Year, judges highlighted our willingness and ability to think creatively for clients and our trusted relationships with governments around the world.
02/25/2022
Julius Baer reduces participation in NSC Asesores
The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.
02/25/2022
Quilter Cheviot partners with the WealthiHer network
The WealthiHer Network is a leading professional network
02/25/2022
‘The market will shrink’: Russian clients in Switzerland face uncertain future
With the full extent of new sanctions unclear following Russia's invasion of Ukraine, Switzerland's specialists in Russian clients share their expectations for the industry's future.
02/25/2022
Irish-based expats adviser changes hands in CEO-led buyout
Firm plans to double portfolio, targeting Irish citizens in the EU and expats in Ireland
02/25/2022
LLB Group reports record growth
With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.
02/25/2022
The dawn of a new data era for family offices
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.
02/24/2022
Brooks Macdonald linked to new bid for 7IM
Brooks Macdonald manages about £17bn and 7IM just over £20bn.
02/24/2022
Van Lanschot Kempen: Net profit at €143.8 million
Assets under management (AuM) climbed to €112.1 billion (2020: €99.0 billion) on the back of a market performance of €9.5 billion and Mercier Vanderlinden’s AuM of €3.8 billion.
02/24/2022
St. James’s Place annual results
During 2021 we achieved record gross and net flows and these, together with positive investments markets
02/24/2022
Lombard Odier reports strong 2021 annual results
The robust increase was supported by strong net new money flows over the year, as well as positive investment performance and market impacts.