04/04/2022
Zurich PB records 123% AUM increase
Tier 1 capital ratio reached 35.4%, up from 24.1% in 2020. Liquidity coverage ratio reached 343.9%, from 294.2% at the end of 2020.
Wealth and Asset Management
04/04/2022
BNP Paribas concludes acquisition of controlling stake in Dynamic Credit Group
It provides a range of services including reporting and valuation services and portfolio management to investors interested in Dutch mortgages.
04/01/2022
Four new European awards for Indosuez
The strategy and actions taken in the Benelux were also praised with a new award for Indosuez Europe, which had also named "Best Private Bank in Luxembourg 2022" by Global Finance earlier this year.
04/01/2022
Accuro Rewarded "Highly Commended" Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities
04/01/2022
Quintet announces 2021 financial results, highlights growth in core business
Revenue growth was further supported by increased lending, which reached €4.5 billion, up 25% from €3.6 billion in 2020.
04/01/2022
Liontrust completes £120mn Majedie takeover
The client service offered by Majedie, including their online portal, is reflected in the strength of the relationships they have built up over many years.
04/01/2022
Saltus launches diversity committee to boost intake
Our wider growth strategy is acquiring like-minded businesses and thinking about the culture of those firms.
03/31/2022
RBC agrees to buy UK wealth manager
The acquisition is subject to a number of customary conditions
03/31/2022
LGT Vestra changes name to LGT Wealth Management
LGT Group completed the final stage of the acquisition by buying the remaining equity held by the executive partners of the firm.
03/31/2022
REYL Intesa Sanpaolo named “Best European HNW team” by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers, and rewards the constant achievements and innovation at the Group.
03/31/2022
Morningstar Announces Winners for 2022 UK Morningstar Awards for Investing Excellence
There are three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
03/31/2022
Sarasin acquires ex-Abrdn duo’s private equity boutique
Sarasin Bread Street will add proven private markets investment and product structuring capability to Sarasin & Partners’ award-winning asset and wealth management platform, providing clients with improved access to a broad range of private asse
03/31/2022
Bordier UK Bags Brace At WealthBriefing European Awards 2022
The WealthBriefing Awards are recognised industry-wide for the independence of their judging process, and the judges steeped the highest praise upon Bordier UK this year.
03/31/2022
Robert Macro wins Leading Individual at WealthBriefing European Awards 2022
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
03/31/2022
Artorius Wealth wins at 2022 WealthBriefing European Awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
03/31/2022
Strong 2021 Performance, Investing for Sustainable Growth
A strong performance, driven by dynamic commercial activities
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.