06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
Wealth and Asset Management
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
Daniele Brupbacher Goes From Sell-Side to Ermotti's Side
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.
06/29/2023
Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre
The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.
06/28/2023
STM Group : Final Results for the 12 months ended 31 December 2022
These results demonstrate the solid underlying performance of our business, in a market
06/28/2023
Prospect of insolvency for UK businesses' set to fall for the coming year
Corporate insolvencies are at a four-year-high according to the latest government data.
06/28/2023
'Augmented banker' key to PBs’ digitalisation push
Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.
06/28/2023
Liontrust launches sustainable US growth fund free of MSCI alignment
The bulk of the portfolio will be invested in companies with market caps of €45bn and below, and will not align to the MSCI Index
06/27/2023
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
06/27/2023
Edmond de Rothschild Exiting Downtown Geneva
The bank is involved in financing the huge real estate project in the Quartier de l'Etang located west of the city center, through its Edmond de Rothschild Real Estate fund.
06/27/2023
Global Wealth Report 2023: Resetting the Course
The prospect of consistent business growth became increasingly difficult to envision on the horizon.
06/27/2023
Titan Wealth acquires Square Mile Investment Consulting and Research Ltd
The acquisition encompasses the c.£2.6bn in assets under management currently held within Square Mile’s MPS portfolios and will enable Titan Wealth to further expand its competitive, low-cost MPS proposition.
06/27/2023
Odey Asset Management dissolves two hedge funds
Odey Asset Management has stopped two additional funds, including its flagship hedge fund, after receiving several redemption requests from investors who had left the company, as a result of Crispin Odey's alleged sexual assaults.
06/27/2023
Democratisation 2.0: Private markets access isn’t enough for DFMs
Truffle Private Markets managing director and co-founder Jason Proctor outlines why wealth firms need more help to get better exposure to private markets.
06/26/2023
LGT further expands its German presence with offices in North Rhine-Westphalia
The new branch office will be managed by Jens Ennenbach and Matthias Wesseling.
06/26/2023
Leonteq provides business update
The Group further recorded relatively stable platform assets and turnover year-on-year.
06/26/2023
Rathbones shareholders give Investec W&I deal the green light
The firm’s shareholders voted overwhelmingly in favour of the £839m deal at a general meeting.
06/26/2023
Rothschild & Co wins Best Debt Advisory Firm for Companies from GlobalCapital
This recognition reflects our leading Debt Advisory activity and follows our win of Best Corporate Finance Adviser at the GlobalCapital Syndicated Loan, Leveraged Finance and Private Debt Awards earlier this year.
06/26/2023
European wealth manager gets €200m funding for UK expansion
As it bids to become one of the ‘leading players’ in the market