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.
Wealth and Asset Management
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.
02/01/2022
Schroders Capital completes acquisition of Dutch real estate investment specialist
The acquisition is expanding Schroders Capital’s client offering in a key European growth market.
02/01/2022
Danske Bank -Sale of private banking activities in Luxembourg completed
The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.
01/31/2022
SJP drops ‘wealth management’ in first rebrand for 30 years
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
Succession Wealth buys £175mn Oxford adviser
Inflexion hired bankers to undertake a review of options for the business, according to Sky News at the time.
01/31/2022
J. Safra Sarasin Group opens an office in Madrid
The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.
01/31/2022
EFG announced as new title sponsor of the EFG Swiss Open Gstaad
Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e
01/31/2022
Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
01/31/2022
Brooks Macdonald announces enhancements to Responsible Investment Service
It will allow the firm to expand its reach in the ‘key regional centre’
01/28/2022
Financial Times Names Sionic as one of UK’s Top Consulting Firms
This year’s report includes 194 consultancies, rated across 29 different industries and consulting services, with consulting networks also being rated for the first time.