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TrustQuay and Viewpoint Complete Merger Transaction

Customers will benefit from more capabilities and products, wider coverage of regulatory environments and enhanced global customer service.

Close Brothers learns ‘expensive lesson’ from Novitas acquisition

Firm recovered in Q3 after its failed lending arm had caused profits to plummet 90% in first half

Wealth and relationship managers should prioritise secure messaging in 2023

The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse

Reuss Private Group AG increases net income with moderate growth

It was not until the fourth quarter that the economy and market recovery again ensured a more positive development.

Julius Baer – Wrongly Punished?

Julius Baer shares were severely punished on the stock market after the publication of the key data for the first four months of the financial year.

Wren Sterling completes acquisitions in Scotland and West Midlands and gains 860 clients

Active Wealth Management Limited will join Wren Sterling’s Glasgow office .

Lombard Odier IM launches Future Electrification strategy

Managed by Paul Udall

JM Finn profits tick up despite £1bn hit to assets

The wealth firm managed to keep profits buoyant due to higher interest rates on cash and reduced staff costs.

Raymond James opens Fulham branch for Killik duo

Dasha Plotnikova and Max Scholey said they were attracted by Raymond James’ lack of a centralised model, paired with the support of a larger infrastructure.

Investment marketing veteran Anne-Marie McConnon dies

McConnon, who worked for more than 25 years in marketing roles across the asset management industry, was most recently chief client officer at Rathbones.

Mediobanca makes wealth management push to boost returns

Mediobanca said it would reposition its offer of both liquid and illiquid products and provide investment banking services to rich customers such as business owners.

Kingswood eyes ‘growth opportunity’ as assets pass £11bn

Assets under advice and management at Kingswood rose 54% last year following a string of acquisitions by the wealth consolidator.

SEI Extends Long-term Relationship with Verso

SEI Wealth Platform to Help Power Growth for IFA Consolidator

Carey Olsen advises Carey Commercial on its sale to Suntera Global

Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.

Julius Baer: Interim Management Statement for the first four months of 2023*

Solid start into the year despite challenging market developments – Strong relationship manager hiring pipeline – Significant capital generation

Senior Portfolio Managers at GAM Investments support Unanimous Recommendation by GAM Holding AG Board of the officer from Liontrust Asset Management Plc

This statement has been made through a letter sent by the senior portfolio managers to the Board in response to the news stories in which various sources have challenged the offer for GAM by Liontrust.

Wealth and Asset Management