10/04/2023
Ludlow Trust upgrades philanthropy
Ludlow Trust's platform streamlines the application process for charitable trusts
Wealth and Asset Management
10/04/2023
BNP Paribas AM launches two fossil-fuel-free fixed income ETFs
French asset manager further expands Article 8-compliant fund range with pair of new strategies.
10/03/2023
Hurst Point Group acquires Helm Godfrey
The acquisition advances Hurst Point’s ambition of becoming a truly national wealth management business, with a presence in major cities across the UK.
10/03/2023
Rothschild & Co named Corporate Financier of the Year at the Unquote British Private Equity Awards
This is the sixth time GA have received this award
10/03/2023
UK wealth manager makes double acquisition
Adding £220m in assets under management
10/03/2023
Bär & Karrer counsels Vontobel on US$400 million AT1 bond placement
The bonds are to be privately placed with Apollo Global Management managing the funds.
10/02/2023
AssetCo completes £4.1m acquisition of Ocean Dial Asset Management
Merge with River and Mercantile
10/02/2023
J. Safra Sarasin Snaps up HNWI Team from Credit Suisse
The branch will be headed by Stefan Holderegger, reporting to Yves Sarasin, head of private banking for domestic clients.
09/29/2023
How Expensive is Swiss Private Banking?
The most important finding is there are large cost differences between the banks.
09/29/2023
These are the priorities of German banks and asset managers
At the same time, competition is increasing and private individuals are hiring fewer asset managers.
09/29/2023
Macquarie Asset Management announcements regarding Renewi Plc
Renewi is a leading waste-to-product company with operations in the Netherlands, Belgium, and the UK.
09/29/2023
Geneva private bank wants to make a big impression in Dubai
Geneva-based private bank Lombard Odier plans to double its workforce in the United Arab Emirates within three years.
09/29/2023
Change in the Board of Directors of VP Bank Group
The early announcement is intended to facilitate the search for a qualified successor and an optimal staff handover.
09/28/2023
Odey Wealth and Brook AM parent companies change registered address to founder's Chelsea house
Odey Holdings and Odey AM Group
09/28/2023
UBS Luxembourg celebrates 50 years of operation
UBS Luxembourg hosted the Prime Minister of Luxembourg, Xavier Bettel, and the Minister of Finance, Yuriko Backes at the MUDAM, to commemorate an outstanding milestone: 50 years of service in the Grand Duchy.
09/28/2023
Approval for the 2.5 billion euros second tranche of the 2023 share buyback programme and launch of the execution in August
The first tranche of 2.5 billion euros of the 2023 share buyback programme was launched on April 3rd, 2023 and will end no later than August 3rd, 2023.
09/27/2023
Vega exits stealth with over $8 million in funding to reshape wealth management
Beyond investment products, Vega is also building a wide range of liquidity and financial planning solutions.
09/27/2023
What Chances Does UBS Have at its Trial in France?
The two parties meet on Wednesday before the Court of Cassation, the highest court in France.
09/27/2023
W.H. Ireland Swings to Pretax Loss Amid Challenging Backdrop
Revenue fell to GBP26.7 million from GBP32.0 million.
09/27/2023
Rock Investment SAS Announces its Intention to Provide Financing of Up to CHF100 Million to GAM Building AG
Rock has already provided short-term financing of up to CHF 20 million to cover GAM’s immediate liquidity needs.