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Wealth and Asset Management

05/28/2024

Citywealth Top 75 Trustees List highlights outstanding Crown Dependencies trustees

All entries are nominated for inclusion by their peers within the industry and are independently verified.

05/24/2024

Quintet celebrates 75 years in Luxembourg!

By the early 1970s, Kredietbank had become one of the leading eurobond issuers and had broken ground on its new 12-story headquarters on Boulevard Royal.

05/24/2024

Hargreaves Lansdown Offer Brings UK Wealth-Manager M&A in Focus

The offer is still less than half of Hargreaves Lansdown’s share price five years ago.

05/23/2024

Close Brothers dips as it outlines motor finance review

In the voluntary review by Close, separate from the FCA probe, the firm predicts ‘single-digit millions’ in compensation for its motor finance customers.

05/23/2024

N26: Financial Regulator Imposes Multi-Million Euro Fine

This would mean that the German fintech could accept as many new customers as it wishes in the near future.

05/23/2024

Rothschild & Co: Former CS Advisors are Moving Quickly in Switzerland

This is three times the team size Bossart found upon his arrival in the fall of 2022.

05/23/2024

UBS Global Family Office Report 2024: balance is back

Alternative investments continue to form a significant part of portfolios providing an additional source of diversification and returns.

05/23/2024

ZWEI Wealth: It's worth changing!

Now everyone can order offers from banks and asset managers free of charge.

05/23/2024

Julius Baer: Interim Management Statement for the first four months of 2024*

Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.

05/23/2024

Close Brothers sees strong demand despite some pockets of weakness

This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books

05/23/2024

Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez

Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.

05/23/2024

Quintet Private Bank marks its 75th anniversary

Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.

05/23/2024

Former Deutsche Bank chief executive Rolf Breuer has passed away

The 86-year-old passed away in the presence of family, following a long illness.

05/22/2024

UBS: Main Purpose of Family Offices is Wealth Transfer

Family offices are also becoming increasingly professionalized over time with more and more governance controls and processes being put in place.

05/22/2024

UBS head of integration has to get by without a right hand

Coping with this central task has apparently now become even more difficult for Bereaux.

05/22/2024

Amundi pursues UBS with new Swiss ETF

In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.

05/22/2024

Nucleus Receives Regulatory Approval for the Acquisition of Third Financial

Third Financial is a fast-growing investment platform and software provider.

05/22/2024

Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian

This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.

05/22/2024

The annual LGT Wealth Management Charity Dodgeball Tournament raises over £69k for

LGT has supported Demelza as their charity partner for three years, running various fundraising initiatives, including the Dodgeball Tournament.

05/21/2024

Farrer & Co shortlisted in four categories at the 2024 Chambers High Net Worth Awards

The Chambers High Net Worth Awards recognise law firms around the world, based on their independent research for the Chambers High Net Worth Guide.

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