03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
Wealth and Asset Management
03/31/2022
Strong 2021 Performance, Investing for Sustainable Growth
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
GAM Holding AG: Fund Management Services Update
The client will be moving approximately CHF 10.5 billion of funds to their existing management services company from April 2023.
03/30/2022
How investing could provide more than cash over time
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
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
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.
03/29/2022
The Royal Mint partners with Quintet Private Bank to introduce the use of recycled gold in an exchange-traded commodity
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
BlackRock Again Tops Broadridge’s Fund Brand 50 Global Asset Manager Rankings
Broadridge Fund Brand 50 study reveals best-performing fund brands globally
03/29/2022
Liontrust to pay £51.4m less for Majedie as deal set to complete
At the time of the deal's announcement, the companies said the deal would be worth up to £120m, satisfied by the issue of up to £97m in new ordinary shares and up to £23m in cash to the shareholders of Majedie.
03/29/2022
Credit Suisse stops pursuing new Russian client business and relocates staff
The bank's Moscow office previously had approximately 125 staff working across wealth management and the investment bank.
03/29/2022
Rothschild & Co wins Best Corporate Finance Adviser award
This recognition reflects our leading Debt Advisory activity and follows our previous win of this award in 2020.
03/28/2022
ZEDRA acquires Jersey trust Company
The firm also has over a decade of experience providing trustee services to private equity and real estate institutional funds.
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.
03/28/2022
UniCredit to absorb Cordusio SIM to bolster footprint in Italy
Cordusio SIM specialises in wealth management as well as offers asset management, investment services and financial advice among other services.
03/28/2022
Highvern wins European award for its fund administration services
This news follows further recognition of the company
03/25/2022
Energy supply shock and new geopolitical realities
The US and eurozone have been expanding faster than average, and job markets, corporate profits and household savings are all solid, supporting production and consumption.
03/25/2022
Kreston Reeves snaps up advice firm
Tarvos will merge into the Craven Street Wealth group over time
03/25/2022
IFA hit with email hack as FCA warns on cyber resilience
They shared it with Taber to understand “whether it was a scam”.