11/23/2023
Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards
The annual awards support and recognise the leading woman and companies within the private wealth industry.
Wealth and Asset Management
11/23/2023
Rothschild & Co to open third Wealth Management office in Germany
With the new office in Hamburg’s city centre, the team will offer northern German clients even greater local proximity and flexibility for strategic advice and discretionary portfolio management.
11/23/2023
Perspective adds £205m in assets with twentieth acquisition of 2023
The group has snapped up Primera Wealth Management
11/23/2023
From the perils of private debt to net-zero attempts: Four things we learned in Gstaad
Talking Trends panel generated plenty of food for thought.
11/22/2023
Partners Group to sell Civica, a global provider of cloud software solutions for the public sector
The Company has a comprehensive product portfolio covering workflow and automation, risk and compliance, workforce management, financial management, and data analytics and insights.
11/22/2023
Why Liontrust is sticking with St James’s Place (for now)
Managers at the firm explain why they still see value in the under pressure wealth manager.
11/21/2023
Spear’s Awards finalists: HNW Wealth Manager of the Year
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
St James's Place changes managers and reduces fees for two funds
Balanced Managed and Continental European
11/21/2023
Quilter Cheviot MPS launches two new strategies on platforms
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
BBVA Switzerland and Metaco boost institutional digital asset offerings
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
Colm Kelleher's new part-time job
Chairman of the board of directors of Swiss companies are increasingly in demand.
11/21/2023
Blackstone to shut multi-strategy fund after assets fall 90%
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags
11/21/2023
Former Quilter director targeting HNWs with wealth venture
The firm has recently launched its UK wealth arm with its parent company based in Jersey.
11/21/2023
UK millionaires group projects ‘tax our wealth’ on to Treasury and Bank of England
Jeremy Hunt should increase taxes on rich to help fund public services for all, says Patriotic Millionaires UK
11/21/2023
Elif Aktuğ: Gender diversity ‘isn’t happening quickly enough’ in private assets
Elif Aktuğ says gender-diverse teams have lower risk profiles.
11/20/2023
Julius Baer: Interim Management Statement for the first ten months of 2023
Continued net new money inflows support asset growth – Relationship manager hiring pace maintained – Seasonal slowdown in client activity – Capital ratios improved further.
11/20/2023
Zürcher Kantonalbank launches new sustainable portfolios for frankly, vested benefits and pillar 3a
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
Crossinvest incorporates the team and clients of the Zurich asset manager
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
2plan wealth management announces protection referral partnership with LifeSearch
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.
11/20/2023
Santander Private Bank Introduces Bitcoin, Ethereum Trading for Clients in Switzerland
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.