07/03/2023
Lumin Wealth acquires Essex adviser
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
Wealth and Asset Management
07/03/2023
Brown Shipley dumps gold for hedge funds and plays Japan
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
Cinerius with new majority shareholder
The purchase price for the participation remains secret.
07/03/2023
Banque Havilland sets sail in Switzerland
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
REYL Intesa Sanpaolo acquires leading Swiss fund representative Carnegie Fund Services
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
Intesa Sanpaolo Private Banking and Man Group announce strategic asset management partnership
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
JPMorgan Chase Announces new business and philanthropic commitments to help close the housing affordability gap in Washington D.C. and beyond
Elements include more than $7.5 million in philanthropic capital to support housing affordability and the expansion of Chase Home Lending’s $5,000 Homebuyer grant.
06/30/2023
Groupe Indosuez Wealth Management : Indosuez publishes its CSR Report 2022
The report highlights the bank's strong commitments to sustainable development
06/30/2023
Gresham House ups stake in Brooks Macdonald on takeover hopes
Gresham House's Strategic Equity Capital trust, as well as its UK Multi Cap Income and UK Smaller Companies funds, now allocate 5.58% to Brooks Macdonald.
06/30/2023
SNB continues to sell foreign exchange to strengthen the Swiss franc
That is significantly more than the 27.28 billion francs in the previous quarter.
06/30/2023
Nutmeg founder details harrowing battle with terminal cancer
43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.
06/30/2023
SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings
Three New Sets of Strategies Further Enhance Flexibility for Advisors
06/30/2023
Mediobanca, in agreement with Apollo GM: rapidity-flexibility in the use of capital
As it reports Bebeezthe partnership with Apollo is in fact the first of a long series.
06/30/2023
J. Safra Sarasin Poaches From Credit Suisse Capital Markets
Other employees from the Credit Suisse department will move to Deutsche Bank, according to another source.
06/29/2023
Comnexa celebrates success at CityWealth Brand Management and Reputation Awards
Comnexa’s expertise and dedication to serving clients in the wealth management sector were acknowledged with the Silver Award in the highly competitive ‘Best Product / Service of the Year’ category.
06/29/2023
1832 Asset Management announces proposed fund mergers, associated fee reductions and other changes for Scotia Aria Portfolios
The Continuing Funds will be renamed to ensure asset allocation options are described consistently across all Scotia Portfolio Solutions.
06/29/2023
Leading law firm for taxation, aviation and family wealth management at China Business Law Awards 2023
These wins are a testament to the firm’s broadening network and expanding range of services that have strengthened our reputation as a leading international law firm in Asia.