04/05/2022
Family Governance Planning Unlocks Potential In Family Talent And Wealth
For family business owners, succession planning of family companies is much more complex, especially when multiple generations are involved in the family business.
Wealth and Asset Management
04/05/2022
PIMFA’s Diversity & Inclusion Awards return for second year and open for new entries
Last year’s inaugural awards received an overwhelmingly positive response from the industry with over 100 entries.
04/05/2022
Coutts exec: We will not acquire firms at expense of service levels
We should go faster not at the expense of our controlled environment or our clients.
04/05/2022
An Inverted World?
The UK is also struggling to take advantage of the recovery from COVID.
04/05/2022
EQ Investors opens new South Coast office in Brighton
The new office will be headed by Executive Director, Jeannie Boyle
04/04/2022
Vontobel enters the Norwegian leveraged products market and expands its presence in Northern Europe
Vontobel is making its market debut in Norway by offering bull & bear certificates publicly on the Nordic Growth Market (NGM).
04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.
04/04/2022
BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
04/01/2022
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
Quintet announces 2021 financial results, highlights growth in core business
Revenue growth was further supported by increased lending, which reached €4.5 billion, up 25% from €3.6 billion in 2020.
04/01/2022
Liontrust completes £120mn Majedie takeover
The client service offered by Majedie, including their online portal, is reflected in the strength of the relationships they have built up over many years.
04/01/2022
Saltus launches diversity committee to boost intake
Our wider growth strategy is acquiring like-minded businesses and thinking about the culture of those firms.
03/31/2022
RBC agrees to buy UK wealth manager
The acquisition is subject to a number of customary conditions
03/31/2022
LGT Vestra changes name to LGT Wealth Management
LGT Group completed the final stage of the acquisition by buying the remaining equity held by the executive partners of the firm.
03/31/2022
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.
03/31/2022
Morningstar Announces Winners for 2022 UK Morningstar Awards for Investing Excellence
There are three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
03/31/2022
Sarasin acquires ex-Abrdn duo’s private equity boutique
Sarasin Bread Street will add proven private markets investment and product structuring capability to Sarasin & Partners’ award-winning asset and wealth management platform, providing clients with improved access to a broad range of private asse
03/31/2022
Bordier UK Bags Brace At WealthBriefing European Awards 2022
The WealthBriefing Awards are recognised industry-wide for the independence of their judging process, and the judges steeped the highest praise upon Bordier UK this year.
03/31/2022
Robert Macro wins Leading Individual at WealthBriefing European Awards 2022
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.