Laurent Gagnebin: «We Acquired a Record Amount of New Assets»
Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.
Wealth and Asset Management
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Perpetual terminates KKR scheme, plans Wealth Management sale
The two companies had engaged in extensive discussions, including revised non-binding proposals from KKR.
Philanthropy Advising Is a ‘Wild West’ — and Increasingly Influential
And in a 2024 survey of 258 U.S.-based philanthropy advisors, respondents reported they facilitated another notable dollar amount: an average of $50 million over the last year.
Cevian: Harsh criticism of Baloise – support for UBS
The board of directors and management of the insurance group presented the adjusted strategy in the autumn.
Quilter platform sees huge shift to investment outsourcing
In contrast, the proportion of assets still managed on an advisory basis on the Quilter platform has fallen sharply – standing at 28.1% in 2020 compared to 15.8% today.
Cazenove Capital partners with Entrepreneurial Scotland to foster business growth and innovation
Recognising the crucial role that entrepreneurs play in fostering economic prosperity, Cazenove Capital has long recognised and enabled a virtuous circle where today’s successful entrepreneurs directly empower and support the next generation.
SJP leads the pack with £15bn in ‘dog funds’
SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.
Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management
The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.
Completion of the sale of Brooks Macdonald International to Canaccord Genuity Wealth Management Limited
The sale proceeds will enable the Group to focus exclusively on the core UK business and will enhance its ability to capitalise on the structural opportunities within the UK market, to grow organically and through targeted M&A.
Lisa Detanna Named to Forbes’ Top Women Wealth Advisors
Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors
SMBC NIKKO BANK (LUXEMBOURG) S.A. reinforces its confidence in OLYMPIC Banking System
OLYMPIC Banking System will enable us to meet the challenges of growth using a single, complete, scalable and fully integrated platform that exploits the modern principles of service-oriented architecture.
How former top prospect Jacob Turner left baseball behind for wealth management
Turner, who pitched in the major leagues from 2011 to 2018, now co-owns Moment Private Wealth with his younger brother.