04/01/2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
Revenue growth was further supported by increased lending, which reached €4.5 billion, up 25% from €3.6 billion in 2020.
04/01/2022
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
Our wider growth strategy is acquiring like-minded businesses and thinking about the culture of those firms.
03/31/2022
The acquisition is subject to a number of customary conditions
03/31/2022
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
The award distinguishes REYL Intesa Sanpaolo from its peers, and rewards the constant achievements and innovation at the Group.
03/31/2022
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 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
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
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.
03/31/2022
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
03/31/2022
A strong performance, driven by dynamic commercial activities
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.
03/30/2022
The client will be moving approximately CHF 10.5 billion of funds to their existing management services company from April 2023.
03/30/2022
While we should all save some of our money for our short-term goals, staying invested could serve you better for the long term, even when markets become more challenging.
03/29/2022
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.