12/06/2023
New wealth consolidator buys business off SJP’s DFM arm
The recently formed Liberate Wealth has acquired Stafford House Investments from St James’s Place discretionary fund management subsidiary Rowan Dartington.
Wealth and Asset Management
12/05/2023
Mirova targets €350 million for new strategy dedicated to sustainable land management
The new fund will support agroforestry, sustainable forestry, and regenerative agriculture projects in developing countries, while preserving and restoring nature and the climate.
12/05/2023
Swiss Private Bank, Banque Pictet, Admits To Conspiring With U.S. Taxpayers To Hide Assets And Income In Offshore Accounts
Bank Enters into a Deferred Prosecution Agreement for Criminal Misconduct and Agrees to Pay More Than $122.9 Million
12/05/2023
‘We don’t distribute profits’: Ex-Oddo team on launching Zurich IAM
Elias Hamana, managing partner of G7nesis, discusses the value of independence, his growth plans and the firm’s modular approach to customising portfolios.
12/05/2023
Liberate Wealth establishes south west presence with second acquisition
Stafford House Investments is responsible for £275m of client assets and the acquisition brings Liberate Wealth’s assets under management (AUM) to £475m.
12/05/2023
World’s Best Private Banks 2024—The Year Ahead
On the other hand, the ongoing generational shift in client composition and evolving technology breakthroughs keep accelerating demand for new, better-yielding investment products.
12/04/2023
Swiss private bank Pictet backs Britain with £200m investment
Under the deal, it will receive up to £60 million from Pictet to extend its services and attract new clients in return for a controlling stake in the business.
12/04/2023
Redemption of UBS Group AG additional tier 1 instrument
The AT1 instrument was issued by UBS Group AG on 31 January 2019 and is listed on the SIX Swiss Exchange.
12/04/2023
Zeno Staub – Vontobel CEO with hat and fit
Rather, the long-time bank boss and centrist politician will go door to door again on December 6th as “Santa Claus” to visit children, bring gifts and listen to their songs or verses.
12/04/2023
St James’s Place cuts charges and switches manager lineup on two funds
St James’s Place cuts charges and switches manager lineup on two funds
12/04/2023
BNP Paribas to service €1bn German growth fund
It aims to boost financing for start-ups and small to medium enterprises (SMEs), fostering growth in Germany and across Europe.
12/04/2023
UBS targets wealth management growth in US
As for the fear that UBS's size could become a risk, Khan emphasises that on the contrary, a global presence constitutes an advantage, guaranteeing more stability and predictability of business.
12/04/2023
River & Mercantile rebrands as CEO issues rallying cry
The fund management group has changed its name to River Global, with CEO Alex Hoctor-Duncan saying the business should be ‘three times‘ bigger.
12/04/2023
Building a comprehensive banking experience
In today’s fast-moving global arena, efficiency is everything – in the field of banking and beyond. It’s paramount for us at BNL BNP Paribas Private Banking & Wealth Management to simplify our clients’ financial affairs.
12/01/2023
Key trends shaping the landscape of private wealth disputes
The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.
12/01/2023
Santander Wealth Management & Insurance considers the interest rates adjustment period has concluded and focuses on extending the investment horizon
Its central scenario for next year is for more moderate economic growth and falling inflation to open the door to a gradual decline in interest rates.
12/01/2023
The Banker names BBVA Bank of the Year in the Americas
The Banker once again recognized BBVA’s commitment to Latin America and its leadership in the region during the ceremony for its Bank of the Year Awards 2023.
12/01/2023
Signa: René Benko Is on Its Way Out, While Julius Baer Is Likely to Stick Around
It has applied for a self-administered restructuring procedure, which implies that the creditors of the holding can still expect to recover at least 30 percent of their investment.
12/01/2023
Swiss Re targets an IFRS net income of more than USD 3.6 billion for 2024
The transition from US GAAP to IFRS provides Swiss Re with an opportunity to demonstrate the value of its business.
12/01/2023
Financial planning firm Finura snaps up Tenacity Wealth Management
This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.