04/04/2023
VP Fund Solutions: Value-Holdings Deutschland Fund recognised at the Refinitiv Lipper Fund Awards
The fund invests in listed companies in Germany.
Wealth and Asset Management
04/04/2023
All North American clients of Vontobel Wealth Management are now under one roof
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
Edmond de Rothschild Corporate Finance advises a Private owner on the sale of a logistics asset in Bernolsheim, France
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co hails first-ever annual profit - and says it has 'come of age'
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/03/2023
ERI wins in the Transaction Processing Solution category at the WealthBriefing European Awards 2023
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.
04/03/2023
UBS shortlists four consultants for Credit Suisse integration
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract
04/03/2023
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.
04/03/2023
Julius Baer named best in the world for High Net Worth Individuals by Euromoney
Julius Baer is a real private bank, not a ‘platform’ atop which myriad financial services are slotted into place
04/03/2023
Evelyn Partners acquires Ashcroft Partnership LLP
Deal will expand the firm’s professional services presence in the East of England.
04/03/2023
WH Ireland shares drop as full-year trading misses forecasts
The Capital Markets division closed the year with 88 retained corporate clients, unchanged from a year earlier.
04/03/2023
Ambitious wealth management firm makes sixth acquisition
The deal is the sixth acquisition for the firm and it will see 550 clients added to the firm’s growing portfolio.
04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Gresham House Annual Results 2022
20% increase in AUM to £7.8bn, with strong organic growth.
03/31/2023
Family Offices See Opportunity in Wealthy, Under-Served France
As the nation’s rich have been slow to create vehicles for managing money, an industry group turns its focus to families based outside of Paris.
03/31/2023
Family office risk appetite grows as they count the cost of being in cash
The research from Ocorian, which works with more than 60 family offices around the world, found the key reasons for the change in attitude are optimism about the global economy.
03/31/2023
UBP and RMG close an exclusive private markets transaction
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Arbuthnot Banking Group: Audited Final Results
Profit growth accelerates path to "Future State".
03/31/2023
Dowgate Wealth announces launch of new investment company: Onward Opportunities Limited
Newly launched investment company with UK smaller company focus
03/31/2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.