07/02/2020
Banque Bonhôte buys CHF 2bn AUM private bank
PCP bank’s founder Andreas Bodenmann will keep an active role with clients
Wealth and Asset Management
07/02/2020
Private Client Partner Zac Lucas on Why Asia’s Wealth Community should be Proactive, Professional and Vigilant
Lucas is enjoying his new role with city law firm McCarthy Denning now that it has launched its formal association with Singapore firm, ArrowGates LLC.
07/01/2020
EFG International concludes share buyback programme
The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.
07/01/2020
Consolidator gains £70m Aum in tenth acquisition
Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.
07/01/2020
ZEDRA completes acquisition
This latest deal will bring additional scale and expertise to our already fast growing Singapore office.
07/01/2020
JTC Completes Acquisition of Sanne Private Client Business
The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.
07/01/2020
Liontrust to acquire Architas UK investment business
The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.
07/01/2020
Schroders to acquire majority stake in Pamfleet
The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel
07/01/2020
Swiss WMs expect to increase AUM as global finance experts back active funds
On average, only 69% of client assets are actively managed
07/01/2020
Are the bears in hibernation, or just napping? by Rathbones
The groundwork has been laid for a rapid recovery, but significant risks remain.
06/30/2020
Truinvest makes double acquisition
Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal
06/30/2020
EFG comments on business performance and announces changes to its Executive Committee
EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.
06/30/2020
Jupiter/Merian deal to complete this week
Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.
06/30/2020
Act fast in the face of transformation in the Island’s wealth management sector
Client expectations are changing because the clients themselves are changing.
06/30/2020
What your Chinese private clients want to know and why
Private wealth advisors should be aware of these questions, not only to ensure they have answers prepared, but also as a key to understanding the culture and background of their client.
06/30/2020
China Best Wealth Managers 2020
The firm has continued to break new ground.
06/30/2020
Bordier & Cie to restructure and launch supervisory board
This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.
06/30/2020
Former GAM duo handed new EM bond fund at ZKB
New strategy is designed to capitalise on entire universe of investable opportunities.
06/30/2020
How to advise professional sportspeople
This can very often happen before any kind of financial education has taken place as this is something not typically covered on the National Curriculum.
06/30/2020
Cash and private market investments: How to take care of your portfolio’s tails
Excess cash: To hold or to invest?