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Wealth and Asset Management

07/19/2024

UBS Named ‹Best Bank in the World› – Thanks in Part to Credit Suisse

The awards also recognized UBS's solid financial performance, consistent achievement of shareholder goals, and significant commitment to customers.

07/19/2024

Banque Heritage continues its growth with solid half - year results

These results reflect the dynamism of the bank and the Group, benefiting from both a high interest rate environment and the strong performance of its client portfolio.

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.

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.

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Autumn Budget 2026: Key tax changes for high-net-worth individuals, businesses, and investors

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