07/20/2022
One Four Nine Group acquires firm in Scotland
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
Wealth and Asset Management
07/19/2022
Quality time – the case for quality stocks as recession fears rise
Rising recessionary fears are compounding high inflation, a prolonged war in Ukraine and investors reducing risk exposures.
07/19/2022
Withers recognized as a leading firm globally in latest Chambers High-Net-Worth guide
They are creative and willing to offer different types of advice for consideration, and there is good attention to often overlooked details and strong risk mitigation.
07/19/2022
Liontrust suffers £500m outflows as it creates new team
AuMA at £34.2bn
07/19/2022
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
07/19/2022
London & Capital sets up shop in Spain
‘We’re not your typical British wealth manager’
07/19/2022
UBP’s Lespinard mulls liquidity questions as group pushes further into private assets
Swiss group is looking to expand its private markets division with new strategies following the hire of Sanjay Gupta as global head of private equity investing.
07/19/2022
Evelyn Partners becomes first UK top ten wealth manager to open Brighton office
The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.
07/18/2022
Morgan Stanley Investment Management and iCapital expand partnership
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
07/18/2022
Clifton Asset Management acquires Aberdeen financial services firm Burnett & Reid
The deal comes after the Bristol-based business secured investment in its first fundraise
07/18/2022
GAM Holding AG provides an update on the Group’s expected first half 2022 results
The Group expects to report an underlying loss before tax of approximately CHF 15 million compared to a CHF 0.8 million profit for the first half of 2021.
07/18/2022
Union Bancaire Privée: First half-year results 2022
Revenues rose by 10.5% from CHF 562.1 million in the first half of 2021 to CHF 620.9 million in the first half of 2022.
07/18/2022
Harwood Wealth Management Group Ltd to rebrand as Argentis Group Ltd
As part of that acquisition, it was agreed that the Harwood brand would be returned to its original owners after a transitional period.
07/15/2022
Liontrust adds to fixed income team with double hire
Sharmin Rahman and Emma Veitch
07/15/2022
DBS named 'World's Best Digital Bank' By Euromoney for second time
Also clinches three first-time awards at Euromoney's Awards for Excellence 2022 – World's Best 'Financial Innovation of the year', 'Asia's Best Bank for Wealth Management' and 'Best Bank in Hong Kong
07/15/2022
Sanlam Wealth rebrands to Atomos
The name Atomos, which means “indivisible” in ancient Greek, was chosen to represent a strong internal culture of collaboration, inclusivity and diverse perspectives.
07/15/2022
Liz Field: Wealth managers have significant opportunities ahead
It also addresses the challenges to come from growing consolidation, talent acquisition and the need to appeal to a broader, more diverse marketplace.
07/15/2022
CEE’s best bank for wealth management 2022: Raiffeisen Bank International
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
07/14/2022
Kaleido Privatbank relies on InCore Bank's Digital Asset Services
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Wealth Management Firm Continues Global Expansion for UK Expats
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.