12/07/2023
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
Wealth and Asset Management
12/07/2023
Julius Baer renews partnership with the Elbphilharmonie Hamburg
Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.
12/07/2023
American private market giant gains a foothold in Zurich
The private market specialist is particularly interested in the very wealthy customers of private banks in this country.
12/07/2023
SCB Julius Baer Celebrates the Success of its Inaugural ‘The 45 Academia Programme’
This strategic alliance aims to bring global wealth management expertise to Thailand, offering a unique blend of financial services curated specifically for the kingdom’s high net worth individuals.
12/07/2023
Indosuez poaches EAM head from SocGen Swiss PB
David Saliné was previously head of private banking at Societe Generale Private Banking Switzerland.
12/07/2023
Societe Generale Said to Revive Sale of UK Private Bank Unit
Krupa has signalled SocGen will exit non-core businesses
12/07/2023
FAB Private Banking launches fund to support UN Sustainable Development Goals
FAB SDG Fund targets investments that address social and environmental challenges
12/06/2023
NFL Players Association names UBS an Institutional Financial Advisor
UBS Financial Advisors bring a planning orientation and extensive experience to helping professional athletes and their families deal with issues such as sudden wealth, complex contracts, family financial dynamics, and much more.
12/06/2023
State Street Announces Successful Implementation of State Street Alpha® for BMO Global Asset Management
The combination of State Street and Charles River Development has enabled the industry’s first-ever global, interoperable services platform for the front, middle and back office from one single provider, known as State Street Alpha.
12/06/2023
Impax launches Global Social Leaders Strategy
Impax believes that the investment opportunity to back companies that are benefiting from these societal trends is being undervalued by the market.
12/06/2023
Perpetual to Launch Strategic Review of Corporate Trust, Wealth Management Businesses
Perpetual said the strategic review will also consider the benefits of a more focused Asset Management business. It didn't indicate how long the review could take.
12/06/2023
HFMC Wealth completes acquisition of Harford Financial Ltd
The support team will be strengthened further with Anson Doneganalso joining the team.
12/06/2023
Skerritts adds £230m AUM with Chester adviser acquisition
Second deal under Paul Feeney took reigns at PE-backed firm
12/06/2023
One Swiss Bank will disappear from the stock exchange in March
At the same time, a special dividend of 23 cents per share was approved, which has already been distributed to the shareholders.
12/06/2023
LV= completes next phase of asset transition to BlackRock
The full transition of select LV= funds to BlackRock for management is due for completion in the first half of 2024.
12/06/2023
Zurich boutique to launch equity fund following Finma approval
Arvy’s new Ucits fund targets global equities and its top holding is Novo Nordisk.
12/06/2023
Columbia Threadneedle Investments enhances responsible investment offering with the launch of the CT (Lux) Global Social Bond fund
The launch complements Columbia Threadneedle’s existing UK and European strategies, providing investors with a wider choice of geographical remit for their social bond exposure.
12/06/2023
New wealth consolidator buys business off SJP’s DFM arm
The recently formed Liberate Wealth has acquired Stafford House Investments from St James’s Place discretionary fund management subsidiary Rowan Dartington.
12/05/2023
Wealth Managers slash Asia fund exposure
The level of exposure peaked in May 2022 at 5.6 per cent.
12/05/2023
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group