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UniCredit enters into additional instruments relating to Commerzbank shares and increases aggregate position to ca. 28%

The authorization process is now activated, and interactions with authorities ongoing.

Wealth manager of the year: Tribe Impact Capital

To stay ahead of the competition, it has continued to innovate by investing in new measurement and engagement strategies.

Canaccord opens new office in Birmingham

Push for Midlands wealth market driven by three new hires and fresh office space in centre of UK's second biggest city.

Van Lanschot Kempen will move to the Breitner Center in Amsterdam in 2027

The modernisation and sustainability upgrades of the Breitner Center are scheduled to be completed by the end of 2026.

Where the Havilland liquidation is lagging

The process is monitored by the Swiss Financial Market Supervisory Authority (FINMA) and the Financial Market Supervisory Authority of the Principality of Liechtenstein.

Evelyn Partners team complete a sale of Utopia Distribution Services Limited to DP World Logistics UK Limited

DP World is committed to playing its part in ensuring the continued success and growth of the physical music and home entertainment sectors in the UK.

UPP and Deutsche Bank secure £110m sustainability-linked loan

UPP’s first sustainability-linked financing integrates ambitious environmental goals.

Private Banking Awards Switzerland 2024 winners revealed

A variety of firms were rewarded during the evening.

BNP Paribas appointed by Insignia Financial as its custodian in Australia

The service offer will cover Insignia Financial’s MLC and OnePath businesses, with the transitions to be finalised in 2025.

Sia Partners Welcomes a Strategic Minority Investment from Blackstone

It marks the Company’s first partnership with a financial investor since its inception.

A Leading Wealth Management Firm To Lay Off One-Sixth Of Its Workforce

The firm designs both funds and portfolios, as well as provides financial advice and contracts connections with external financial managers.

JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards

Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.

LGT adopts pass-through voting in “European first”

The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.

Schroders named Impact Investing Platform of the Year

BCS Plans Hiring to Boost Private Banking & Wealth Management Unit

This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.

Swiss banking veterans expand with Lumen Capital

After more than 20 years in the industrial sector, entrepreneur Daniel Eggenberger has returned to his original professional home: the financial business.

Julius Baer scores a hat trick at WealthBriefing Channel Islands Awards

The WealthBriefing Channel Islands Awards, held annually, celebrate the most innovative and exceptional firms, teams, and individuals within the wealth management industry.

BlackRock Revolutionises Wealth Access to Private Markets with Innovative Evergreen Platform

The platform integrates exposure to private equity, infrastructure, private debt, real estate, and multi-alternatives, leveraging BlackRock’s expertise in investment, technology, and data.

Crafting bespoke wealth management for our clients in Belgium: an interview with Denis Pittet and Geoffroy Vermeire

The Swiss group, which dates back to the 18th century, targets what is termed the “wealthy” segment of the private banking market, consisting of clients with at least EUR five million to invest.

Impax Asset tumbles as St James Place takes away £5bn fund

SJP has issued notice on Impax’s management of the Sustainable & Responsible Equity Fund to take effect from February if unit holders ratify the decision at a meeting on 9 January.

Wealth and Asset Management