Weatherbys named Private Bank of the Year
The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.
Wealth and Asset Management
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Lombard Odier named Private Bank of the Year 2021
This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.
UBS will find plentiful opportunities in US digital wealth management push
Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period.
Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund
This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms.
UBS Puts Some U.S. Bankers in «Penalty Box»
Specifically, U.S. brokerage chief Jason Chandler is scotching a net new asset award as well as consolidating bonus for seniority with UBS into its core payout grid.
Setting up in Denmark
The country offers a clear regulatory framework, accessible regulators, and a transparent and effective legal system.
UK wealth firm makes eighth M&A deal of 2021
It adds £55m AUM to the group
Waverton retains five-star rating at the Financial Adviser Service Awards 2021
The awards are now in their 31st year
Julius Baer Profits Rise
Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector
VP Banks Signals More Expansion with New Hong Kong Office
This office space, which comprises our own floor, allows us to accommodate more than double our headcount.
Quilter Cheviot enhances MPS range with launch of ‘Building Blocks’ funds
Quilter Cheviot has enhanced its Managed Portfolio Service with the launch of eight new ‘Building Blocks’ funds.
Vistra completes acquisition of Newhaven
This transaction further solidifies Vistra’s global position as a leading corporate service provider and fund administrator.