04/03/2023
UBS shortlists four consultants for Credit Suisse integration
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract
Wealth and Asset Management
04/03/2023
REYL Intesa Sanpaolo named "Best European HNW Team" by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Group.
04/03/2023
Julius Baer named best in the world for High Net Worth Individuals by Euromoney
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Evelyn Partners acquires Ashcroft Partnership LLP
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
WH Ireland shares drop as full-year trading misses forecasts
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
Ambitious wealth management firm makes sixth acquisition
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Gresham House Annual Results 2022
20% increase in AUM to £7.8bn, with strong organic growth.
03/31/2023
Family Offices See Opportunity in Wealthy, Under-Served France
As the nation’s rich have been slow to create vehicles for managing money, an industry group turns its focus to families based outside of Paris.
03/31/2023
Family office risk appetite grows as they count the cost of being in cash
The research from Ocorian, which works with more than 60 family offices around the world, found the key reasons for the change in attitude are optimism about the global economy.
03/31/2023
UBP and RMG close an exclusive private markets transaction
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Arbuthnot Banking Group: Audited Final Results
Profit growth accelerates path to "Future State".
03/31/2023
Dowgate Wealth announces launch of new investment company: Onward Opportunities Limited
Newly launched investment company with UK smaller company focus
03/31/2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
03/31/2023
Brooks Macdonald International supports Health and Wealth Wellbeing event
Hosted at the offices of law firm Walkers, the event gave its women-focused audience an opportunity to talk openly about managing wealth and achieving a positive lifestyle.
03/31/2023
Jersey’s global reach underlined through Best IFC success at WealthBriefing European Awards
The award reflects the jurisdiction’s growing international reach and its reputation as a centre at the heart of Europe supporting the global ambitions of investors.
03/31/2023
Strength of JTC Private Office Proposition Highlighted in Wealthbriefing Award Win
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
Board of Directors announces the withdrawal of proposals for the 2023 Annual General Meeting of Shareholders of Credit Suisse Group AG
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 2023 Wealth Management Index
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.