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.
Wealth and Asset Management
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.
06/29/2023
Rothschild & Co appoints UK Wealth Management Head of Marketing & Business Development
Matthew is a senior Marketing & Business Development professional with over 20 years' experience working in London, New York and Hong Kong
06/29/2023
GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group
The Transactions are expected to close during the fourth quarter 2023
06/29/2023
Cantonal banks sell significant stakes in GLKB
The group has sold around 1.5 million shares, significantly increasing the free float.
06/29/2023
BNP Paribas Wealth Management publishes an exclusive report with the SDA
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.