02/14/2023
The most important tax-year end in decades? Seven ways to protect against the tax crunch
So if not done already then it’s definitely time for earners, savers and investors to review their tax position.
Wealth and Asset Management
02/14/2023
Four from IQ-EQ in Private Client Global Elite directory
The four experienced professionals from IQ-EQ who’ve made the list this year
02/14/2023
Chanel owners in fray to back Rothschild & Co’s private listing bid
Last week, Rothschild’s holding company Concordia revealed the offer price for around 61% of stock of Rothschild & Co.
02/14/2023
VP Bank Expands its German Business
Germany is the largest private banking market in Europe and for several years has been an important target market for Liechtenstein's VP Bank.
02/14/2023
Credit Suisse and Taurus enter into strategic partnership
Credit Suisse is entering into a strategic partnership with Taurus, the leading digital asset infrastructure provider for financial institutions in Europe.
02/14/2023
Pictet expands thematics range with regenerative economy fund
The new strategy will allocate to companies supporting a more sustainable consumption of natural resources.
02/14/2023
Scandi advice giant with £60bn in client assets enters UK market
Söderberg & Partners appoints former Novia executives to lead UK operations
02/13/2023
Success for Lombard Odier at the WealthBriefing Swiss Awards 2023
The members of the jury noted that, along with providing a professional strategy and a clear impact investing approach, the winning campaign successfully blends aesthetics, provocation and the relevance of the topics addressed.
02/13/2023
Rothschild & Co’s Wealth Management business wins key award for serving wealthy international clients for second consecutive year
As an independent banking group, Rothschild & Co offers its clients a long-term investment approach free of conflicts of interest.
02/13/2023
Deutsche Bank and WWF agree on cooperation
In order to accelerate the systemic changes in the remaining period and to channel financing correctly, WWF Germany is cooperating with Deutsche Bank.
02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
02/13/2023
World’s Rich Reveal How They Spend Their Billions on UK Property
The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.
02/10/2023
The benefits of wealth diversification
Diversification could help you manage your wealth goals across all your assets.
02/10/2023
Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions
Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.
02/10/2023
GAM backer cuts exposure for third time in quick succession
German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.
02/10/2023
New Quilter Cirilium bosses put funds under review
Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.
02/10/2023
Hargreaves and DFMs push Treasury to relax bond-investing rules
Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.
02/10/2023
European equity ETPs enjoy sharp flow incline
Largest inflow since January 2022
02/10/2023
Lazard’s family legacy is gone, the Rothschilds fight on
Two European banking dynasties show the struggle to reconcile family control and growth
02/10/2023
HSBC downgrades Abrdn, cautious on near-term prospects for wealth managers
In the same note, HSBC reiterated its ‘buy rating on M&G as it said there was 30.9% implied upside to its new 265p target price, lifted from 260p.