07/04/2023
St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.
Wealth and Asset Management
07/03/2023
Lumin Wealth acquires Essex adviser
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
07/03/2023
REYL Intesa Sanpaolo acquires leading Swiss fund representative Carnegie Fund Services
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
Brown Shipley dumps gold for hedge funds and plays Japan
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
Cinerius with new majority shareholder
The purchase price for the participation remains secret.
07/03/2023
Banque Havilland sets sail in Switzerland
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
UBP partners with Securis in Insurance-Linked Securities
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
A controlled emergency landing
In the US, tighter credit is curbing demand, while strong job markets and consumer savings are supporting it.
07/03/2023
Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
Intesa Sanpaolo Private Banking and Man Group announce strategic asset management partnership
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
Groupe Indosuez Wealth Management : Indosuez publishes its CSR Report 2022
The report highlights the bank's strong commitments to sustainable development
06/30/2023
Nutmeg founder details harrowing battle with terminal cancer
43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.
06/29/2023
GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group
The Transactions are expected to close during the fourth quarter 2023
06/29/2023
BNP Paribas Wealth Management publishes an exclusive report with the SDA
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
Daniele Brupbacher Goes From Sell-Side to Ermotti's Side
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.