08/01/2023
Evelyn Partners adds Millen Capital team as part of continued North West expansion
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
Wealth and Asset Management
08/01/2023
Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
08/01/2023
Mercer Advisors snaps up Private Asset Management
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
Asian wealth managers falling behind on digital
The most common complaints concerned mobile apps.
08/01/2023
Julius Baer to launch offshore India equity focused fund in September
First ever proprietary India equity focused fund on its offshore platform, says honcho Rahul Malhotra
08/01/2023
PIMFA announces shortlist for 2023 Diversity & Inclusion Awards
Launched in 2021 and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.
07/31/2023
Demand for independent advice high among HNW individuals
The research did not define the ‘independent’, leaving interpretation of the laden term in the hands of HNW respondents.
07/31/2023
Switzerland’s global wealth crown up for grabs
For generations, Switzerland has been the go-to destination for offshore wealth.
07/31/2023
Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm
$600 million Silicon Valley Firm, Founded by the Father-Son Team Chris and Michael Glomb, Look to Expand its Successful Business
07/31/2023
Interim results of the Swiss National Bank as at 30 June 2023
The SNB’s financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2023
Jupiter CEO would consider private markets venture with right partner
As it focuses more on institutional clients to drive growth, is there scope for the asset manager to push into the world of private markets?
07/31/2023
Nugenis awards Bordier UK £200m mandate
The strategic alliance sees Bordier UK working in partnership with the Cardiff-based firm, which supports a wide range of individual clients, companies and trustees across South Wales and the South-West of England.
07/28/2023
Private banks eye bigger slice of private credit market
Distressed debt and senior secured loans look attractive, but the pitfalls of limited transparency and liquidity remains.
07/28/2023
Banca Generali to Launch Swiss Operations in November
The Banca Generali Group expects the Swiss offshoot to generate between five and seven billion euros in inflows from Switzerland in the five years starting in 2024.
07/28/2023
GAM Holding AG brings forward date of EGM to 18 August 2023 and Liontrust extends offer period to 4 August 2023
This will allow GAM shareholders to consider the matters being proposed at the EGM earlier than previously scheduled.
07/28/2023
‘We see a positive investment cycle in many industry sectors,’ says Geneva-based manager
Adrian Bignell of Swiss fund boutique Quaero Capital, highlights current opportunities in European small and mid-cap stocks.
07/28/2023
NatWest posts interim growth; IAG swings to profit
This sent stocks in New York lower, after a mostly positive start, having been boosted by a strong economic growth print for the US.
07/28/2023
Barclays combines UK wealth and private banking businesses
To improve customer and client experience
07/28/2023
Measuring what matters
The Julius Baer Foundation adopts ‘The Seven Steps’ approach to measure outcomes that matter.
07/28/2023
WH Ireland seeks £5m to avert collapse after FCA talks
has agreed to a 30% pay cut as the firm battles to survive in adverse market conditions.