12/15/2023
Lazard and Elaia Partners Enter Into Exclusive Negotiations for a Strategic Partnership
Lazard and Elaia Partners have a common focus on investment excellence and performance.
Wealth and Asset Management
12/15/2023
Osaic Announces Acquisition of Lincoln Wealth
Acquisition continues Osaic's strategic growth with addition of more than 1,450 producing advisors and $108B in AUM
12/15/2023
Investec Awarded “Overall Private Bank” for the Second Consecutive Year at the WealthBriefing Channel Islands Awards 2023
We’re delighted that our dedication has been acknowledged through this prestigious award.
12/15/2023
Swiss private bank specifies further expansion into Germany
At the beginning of 2024, the Swiss will open an office in the Dreischeibehaus in Düsseldorf.
12/15/2023
Quilter Cheviot celebrates 50th anniversary in Jersey
It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.
12/15/2023
Exploring the complexities of global wealth management for high-net-worth clients
They are especially vulnerable to market fluctuations and currency exchange rate volatility, heightened by geopolitical instability.
12/15/2023
10 Best Private Banks for High Net Worth Individuals in the UK: Unveiling Exclusive Banking Services
These institutions excel in offering bespoke services, ranging from tailored investment management to specialized lending solutions and comprehensive wealth planning.
12/15/2023
Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
12/15/2023
Northern Trust Appointed to Provide Integrated Trading Solutions to Waverton Investment Management
Selected as Sole Provider of Trading Services, Agreement Also Sees Waverton Traders Join Northern Trust
12/15/2023
Winners of the Private Banking & Wealth Management Switzerland Awards announced
The awards have been announced in Switzerland but who will come away as the big winner?
12/14/2023
Credit Suisse Scraps Wealth Business in China
UBS currently holds one such license and it has not yet merged with Credit Suisse’s Chinese entities.
12/14/2023
NAB and Jarden Wealth to launch New Zealand wealth & asset management business
Under the Proposed Transaction, NAB and Jarden Wealth will each receive a cash payment along with a retained shareholding of 45% and 20% respectively.
12/14/2023
Cazenove Capital named Wealth Manager of the Year at the Environmental Finance IMPACT Awards 2023
These awards showcase emerging pockets of best practices across all asset classes and geographies, fostering excitement and optimism about the potential of impact investing.
12/14/2023
Sustainable Model Portfolio Service celebrates five years of growth and partnership
The team is supported by the wider LGT Wealth Management investment and research teams, along with LGT Private Banking's global sustainable investing platform.
12/14/2023
Inside Rathbones' £2.6bn fixed income operation
Meanwhile his colleague Stuart Chilvers runs the £200mn Rathbones High Quality Bond fund.
12/14/2023
GAM Holding AG announces update on strategy, expected 2023 financial results, and share buyback offer.
GAM expects to report an underlying loss before tax of between CHF 45 to 50 million for the full year 2023.
12/14/2023
Schroders’ Catherine Macaulay named Rising Star at Environmental Finance Impact Awards
Schroders’ Impact Investment Lead, Catherine Macaulay, has been named Young Professional of the Year/Rising Star award at this year’s Environmental Finance Impact Awards.
12/14/2023
SIX expects strong operating results for 2023
SIX remains strongly capitalized and plans to apply for a slightly higher dividend for 2023 than in the previous year.
12/14/2023
Because of Credit Suisse bonuses: UBS is targeting hundreds of bankers
At the time, CS wanted to cushion the shock of a bonus pool that was shrinking due to its imbalance.
12/14/2023
Man Group CEO Robyn Grew Says Asset Managers Ready for M&A Wave
London firm bought a controlling stake in Varagon this year