08/08/2023
Financial Times and Schroders announce new partnership for Business Book of the Year Award
The winner will receive an award of £30,000. Each book finalist will receive £10,000.
Wealth and Asset Management
08/07/2023
Long-term management at UBS in Bern becomes independent
Thomas Steiner has been appointed partner and senior client advisor at independent Basel-based asset manager Tareno
08/07/2023
Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy
Fiscal Engineers provides services for business owners, entrepreneurs and other individuals with substantial investment needs.
08/07/2023
Up-and-coming DFM buys London arm of Swiss family office
Dark Star, set up by ex-JPMorgan wealth managers three years ago, also plans to ‘broaden’ its investment offering with UK Oeic launch.
08/07/2023
Plan First Wealth partners with Optimise to provide cross-border tax service
Allowing clients to access US tax preparation and advice
08/07/2023
Hampden & Co reports strong client growth in the first half of 2023
Year-on-year since H1 2022, client numbers were up 13 percent.
08/04/2023
Rothschild & Co: 2023 – Half-year results release
Robust performance in a more challenging environment
08/04/2023
Investor group NewGAMe and Bruellan publishes 100-day plan for successful GAM turnaround
Investor group will not tender to Liontrust offer and recommends other GAM shareholders support NewGAMe’s turnaround plan
08/04/2023
Societe Generale: Financial Results Q2 2023
Low cost of risk at 12 basis points in Q2 23, with limited defaults and a level of provisions for performing loans of EUR 3.7 billion at end-June 2023
08/04/2023
Liontrust extends GAM offer deadline as John Ions responds to shareholder group
New deadline of 23 August
08/04/2023
Vontobel Manages Over 300 Million Francs per Advisor
On average, a relationship manager manages several hundred million francs in client assets
08/04/2023
Raworths recognised by Chambers High Net Worth Guide 2023
The recognition follows major growth for the now 24-strong TWE team, one of the largest private client teams in Yorkshire, with five new recruits this year alone.
08/04/2023
Proposed acquisition of the Belgian bank Degroof Petercam
Indosuez Wealth Management, a subsidiary of the Crédit Agricole group, announces an agreement with a view to acquiring a majority stake in Bank Degroof Petercam and a long-term partnership with CLdN, one of its core shareholders
08/04/2023
Morgan Stanley establishes a presence in Munich
Morgan Stanley is to open an office in Munich to expand its coverage of the city's industrial and IT scenes, following in the footsteps of rivals such as Goldman Sachs and Lazard.
08/03/2023
GAM Holding AG announces first half 2023 results
Fund Management Services saw net outflows of CHF 6.9 billion, partially offset by net positive market and foreign exchange movements of CHF 1.2 billion.
08/03/2023
Julius Baer is Saying «Ciao» to an Italian Venture
The Piedmont-based financial institution has begun due diligence on Kairos' accounts, with the work expected to take several weeks with completion slated for September, according to sources close to the matter.
08/03/2023
Schroders CEO says firm is ‘pretty well done’ on big acquisitions
The £726bn London-listed asset manager has made several key acquisitions since Peter Harrison became CEO in 2016
08/02/2023
Did Credit Suisse Deliver as a «Bank for Entrepreneurs»?
Depending on how things play out, even the Swiss public could suffer.
08/02/2023
Suntera Global completes on Carey acquisition
The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.
08/02/2023
Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September