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Wealth and Asset Management

04/04/2023

Edmond de Rothschild Corporate Finance advises a Private owner on the sale of a logistics asset in Bernolsheim, France

The property is located in the Brumath departmental business park 28 km north of Strasbourg.

04/04/2023

Private bank Hampden & Co hails first-ever annual profit - and says it has 'come of age'

Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.

04/03/2023

ERI wins in the Transaction Processing Solution category at the WealthBriefing European Awards 2023

The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

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

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.

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