Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards
These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.
Wealth and Asset Management
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The Greening Jersey Trust
The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.
BNP Paribas Wealth Management presents its five most relevant investment themes for 2025
Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.
Singapore banks expect wealth management, loans to drive earnings momentum
The biggest lender by assets in Southeast Asia notched quarterly earnings above S$3 billion for the first time.
Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management
The move has reshaped markets and sparked conversations about its impact.
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.
Another cantonal bank joins AMAS
This means that nine cantonal banks are now members of the association.
J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG
MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.
Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia
Standard Chartered states that the move aligns with the “refreshed strategic priorities” outlined in its third quarter 2024 results.
Navigating the Future of Private Wealth Management: Insights from Harn Tan of RBC Wealth Management
His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.
Client experience – trends and developments
Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting
Safe Harbour – Supporting Families and High-Net-Worth Individuals With Their Investment Strategies During Tumultuous Times
Over the past four decades there have been a series of enhancements to ensure the law remains fit for purpose and meets the needs of a dynamic world of wealth creation and asset protection.