09/04/2025
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/03/2025
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Here you will find all relevant information about the half-year financial statements.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
09/01/2025
The settlement follows a series of lawsuits brought by shareholders in New York, who accused Credit Suisse leadership of ignoring glaring weaknesses in risk management during the years leading up to the bank’s downfall.
09/01/2025
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.