02/07/2022
Indosuez Wealth Management wins 5 awards
Indosuez Wealth Management wins 5 awards at the WealthBriefing Swiss Awards 2022, including "Best Foreign Exchange Solutions Provider" for the second year
Wealth and Asset Management
02/07/2022
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.
02/07/2022
ERI Has Been Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
These awards recognise the very best operators in Swiss wealth management
02/04/2022
Vontobel creates fundamental multi-asset boutique in restructuring
The new boutique will be headed by Dan Scott, who was formerly CIO of Vontobel Wealth Management.
02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
Lombard Odier wins five awards at the Swiss WealthBriefing Awards 2022
These awards confirm our position as a major player in wealth management and recognise our local, bespoke service.
02/04/2022
UBP partners with Bain Capital Public Equity to widen its liquid alternative and ESG offering
Union Bancaire Privée, UBP SA (“UBP”) announced today that it has onboarded its first Article 8 strategy on its alternative UCITS platform.
02/03/2022
An Invitation to Meet… Peter Flavel, Coutts CEO
Ask him about the history of the bank he’s helmed since 2016.
02/03/2022
Luxembourg-based private equity firm buys 68% of asset manager
This transaction is expected to be completed in Q3 2022
02/03/2022
Ogier lands top spot globally in Private Client Global Elite
This is the latest recognition of Ogier's breadth of expertise across multiple locations and teams.
02/02/2022
Julius Baer posts 55% profit rise for 2021
Thanks to the relentless work of our staff, we are entering the final year of our three-year strategic cycle from a position of strength and already gearing up for future growth opportunities.
02/02/2022
Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/02/2022
The growth of private markets and alternative assets: what it means for wealth management
The wealth management landscape is an increasingly competitive one.
02/02/2022
UK Digital Right to Work Checks
Although the requirements are designed to ensure EU and EEA workers have a legal right to work in the UK, all employees’ right to work should be established and recorded.
02/02/2022
Schroders creates market-leading Schroders Solutions following key acquisition
This acquisition reaffirms Schroders strategy to provide clients with the highest quality solutions for their pension needs.
02/02/2022
Edmond de Rothschild upgrades the real estate business
The subsidiary of the Geneva banking group of the same name operates through local operational business units in Switzerland, France, Great Britain, the Benelux countries and Germany.
02/01/2022
Tilney Smith & Williamson agrees terms for prestigious new Belfast office
Tilney Smith & Williamson will occupy part of the 13th floor of the building, which enjoys spectacular views of the city and is a short walk from City Hall and the main transport hubs.
02/01/2022
UBS's fourth-quarter 2021 results
2021 net profit of USD 7.5bn, 17.5% return on CET1 capital
02/01/2022
Schroders subsidiary creates adviser academy
As it partners with training specialists Redmill Advance to deliver programme
02/01/2022
Accuro London expanding its offering to regulated Trust & Fidiciary services
The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.