08/22/2023
Brooks Macdonald partners with family business group
The firm joins forces with Family Business United to provide family business members with financial planning and investment management support.
Wealth and Asset Management
08/22/2023
Wealth management firm makes EQ move
The EQ building is Bristol's first new office development to target Net Zero carbon in operation in accordance with the UKGBC framework.
08/22/2023
The banks have plenty of money for investments
On the other hand, an increased level of costs could prove to be a burden if things don't go so smoothly again in the coming years.
08/22/2023
Julius Baer successfully places CHF 360 million dual-tranche domestic senior unsecured bonds
Both tranches of bonds have been issued in Swiss standard denominations of CHF 5,000 and multiples thereof.
08/22/2023
BLKB’s Radicant Bank launches to the public
The mobile banking app is now available to the general public after successfully completing its beta phase.
08/22/2023
Pictet Asset Management Decreases Stake in Deutsche Bank Aktiengesellschaft
Pictet Asset Management SA’s stake in Deutsche Bank is valued at $11,608,000 as of the end of the reporting period.
08/21/2023
Pictet is Outsourcing its Main Procurement Activities
Because Chain IQ manages procurement for several companies, it can help Pictet achieve purchasing efficiencies it wouldn't be able to on its own.
08/21/2023
GAM Responds to Lletter from Rock Investments SAS
GAM has written to Rock setting out its response and the key points in that letter are set out below.
08/21/2023
BBVA boosts its Private Banking high net worth unit in Spain with 28 new bankers
The unit has teams specializing in wealth planning, market analysis and strategy, and investment solutions.
08/21/2023
Tatton IM rolls out money market portfolios in MPS
Following feedback from financial advisers
08/18/2023
Zurich family office overhauls board for expansion into HNW
Incumbent chair Björn Björnsson has retired, with lawyer Thomas Graf taking on the role.
08/18/2023
NewGAMe investor group offers bridge financing to GAM and increases investment with an equity swap
The total amount would match the Liontrust loans of approximately CHF 20m and lending terms for the NewGAMe funding would reflect a transaction entered into at arm's length.
08/18/2023
BNP Paribas Asset Management enjoys substantial asset growth in its ETF business
Sereyjol-Garros has a background in quantitative strategies and structured products.
08/18/2023
additiv: Pioneering the Next Frontier in Wealth Management
By utilising additiv’s platform, financial or non-financial brands can access wealth, insurance and credit solution creating unique value propositions.
08/18/2023
The Big Interview: Impax CEO on avoiding 'lazy' ESG acronym and doubling assets by 2030
Push into social markets and bonds
08/18/2023
Deep Dive: Tokenisation represents 'paradigm shift' for asset management
'Transform the fund management industry'
08/18/2023
HNW individuals to benefit from Quilter's latest partnership
Quilter will provide education, materials, and webinars as part of deal
08/18/2023
GAM shareholders offer new loan facility to replace Liontrust offer
Increased holding in GAM
08/17/2023
Quilter launches client communications toolkit for advisers
Quilter itself is in the process of adopting the CLEAR principles for all the client-facing materials it produces
08/17/2023
Restructuring at UBS Headquarters has Begun
The reorganization now underway in Switzerland