Bordier & Cie Strengthens Its Presence in the Lake Geneva Region
The new branch is headed by Cyril Saulnier, supported by Daniel Moret—a seasoned duo with over three decades of experience in wealth management.
Wealth and Asset Management
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Benchmark partners with amicable to support advisers with wealth transfer conversations
The partnership focuses on communication frameworks for emotionally charged conversations
Pictet merges away CHF 600m funds to create ‘Longevity’ strat
The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers
WH Ireland wealth sale faces collapse amid investor fury
Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.
Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals
Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership
UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams
They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.
RBC emerges as frontrunner to buy Evelyn
It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.
New quant team and investment range: Coudray reveals refreshed BCGE
Katia Coudray has returned after more than two decades to an executive post at Banque Cantonale de Genève, a somewhat different firm to the one she left.
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication
HLB Private Bank launches new branding to target high-net-worth clients
The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.
EFG International announces closing of acquisition of Cité Gestion
EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.