03/31/2022
LGT Vestra changes name to LGT Wealth Management
LGT Group completed the final stage of the acquisition by buying the remaining equity held by the executive partners of the firm.
Wealth and Asset Management
03/31/2022
REYL Intesa Sanpaolo named “Best European HNW team” by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers, and rewards the constant achievements and innovation at the Group.
03/31/2022
Bordier UK Bags Brace At WealthBriefing European Awards 2022
The WealthBriefing Awards are recognised industry-wide for the independence of their judging process, and the judges steeped the highest praise upon Bordier UK this year.
03/31/2022
Robert Macro wins Leading Individual at WealthBriefing European Awards 2022
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
03/31/2022
Sarasin acquires ex-Abrdn duo’s private equity boutique
Sarasin Bread Street will add proven private markets investment and product structuring capability to Sarasin & Partners’ award-winning asset and wealth management platform, providing clients with improved access to a broad range of private asse
03/31/2022
Artorius Wealth wins prestigeous award
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
03/31/2022
Lombard Odier wins two awards
These awards confirm our position as a wealth manager of choice.
03/31/2022
BIL: Strong 2021 Performance, Investing for Sustainable Growth
A strong performance, driven by dynamic commercial activities
03/31/2022
Highvern Completes Acquisition
The acquisition brings Highvern’s total employees to just under 100 and allows the firm to offer further flexibility and choice to its clients.
03/31/2022
Sionic Celebrates Three in a Row
Sionic’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel.
03/30/2022
Lloyd’s partners with Schroders Solutions for new market investment platform
The new platform will give investors in the Lloyd’s market access to a broader range of investment opportunities, including private assets.
03/30/2022
UBS announces result of 2021 share buyback
The total repurchase volume amounted to CHF 3,810,251,040, of which CHF 1,516,406,947 (USD 1,636,554,889) year-to-date in 2022.
03/30/2022
ZKB CEO sweetens his last full year in office
The total of almost 2.5 million francs exceeded that of 2020 by 150,000 francs.
03/30/2022
GAM Holding AG: Fund Management Services Update
The client will be moving approximately CHF 10.5 billion of funds to their existing management services company from April 2023.
03/30/2022
How investing could provide more than cash over time
While we should all save some of our money for our short-term goals, staying invested could serve you better for the long term, even when markets become more challenging.
03/30/2022
‘Decentering’ Remains a Challenge for White Male Wealth Management Leaders
Things can go awry when leaders demonstrate limited awareness of their privilege and anchor interactions with others based on their personal experiences alone.
03/29/2022
Zurich IAM obtains Finma licence
Avalor Investment is now fully authorised.
03/29/2022
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
The hope was that these platforms would require less in-house technical expertise and maintenance effort, and that they would satisfy the majority of a firm’s client servicing requirements.
03/29/2022
The Royal Mint partners with Quintet Private Bank to introduce the use of recycled gold in an exchange-traded commodity
This follows The Royal Mint’s announcement last year that they would be extracting gold from electronic waste such as laptops and smartphones as the 1,100-year-old organisation continues its sustainability journey as it diversifies for the future.
03/29/2022
BlackRock Again Tops Broadridge’s Fund Brand 50 Global Asset Manager Rankings
Broadridge Fund Brand 50 study reveals best-performing fund brands globally