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Wealth and Asset Management

05/19/2023

Mercia Asset Management : Loan will help fast-growing law firm to continue its expansion

The funding will provide additional working capital to enable it to recruit new lawyers at all levels, expand its range of services and strengthen its operations and financial team.

05/18/2023

Lombard Odier partners with PensExpert to enhance pensions offering

This makes us a leading bank when it comes to innovative solutions in the area of employee benefits and occupational pensions.

05/18/2023

Pacific Asset Management MPS risk-rated by Leading Providers

When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.

05/18/2023

Meet Ireland’s new disruptive wealth manager

Unio has entered the Irish wealth management space with €14bn in assets at launch and aims to disrupt the market with its international investment offering.

05/18/2023

Why has Scotland become an attractive hub for advice firms?

It is ‘often the obvious next move’ for companies looking to expand

05/18/2023

Mediobanca further develops its advisory business through strategic investment in Arma Partners

Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.

05/18/2023

Wealth transfer planning: Branching out, building up, giving back

Beyond the emotional concerns, these transfers entail, tax, legal and a host of other issues come into play.

05/18/2023

Investec sees resilient growth despite tough markets

These were underpinned by client acquisition and increased client activity.

05/17/2023

Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration

The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.

05/17/2023

Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts

The proposed deal is subject to regulatory and competition authority approvals.

05/17/2023

SJP bosses face investor backlash over 'windfall gain' remuneration

Institutional Shareholder Services urged clients to vote against package

05/17/2023

Pictet bets on the return of the 60/40 portfolio

Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.

05/17/2023

Ninety One announces full-year results for year ending 31 March 2023

Results for the year ended 31 March 2023

05/17/2023

Titan Wealth acquires Ravenscroft investment management business in the UK

Well established business with c.£600m AUM and offices in Peterborough and Bishop’s Stortford

05/17/2023

Nucleus’ scale drives adjusted profit of £47.7m for FY 2022

Strong progress against strategy, with profit enabling investment in product, service and price.

05/17/2023

Cash, savings and investing: Making the most of your money

How to bank for today, tomorrow and the future to make the most of your wealth.

05/17/2023

PE firm invests £6.7m in UK advice firm

Funding has facilitated the retirement of the financial planning company’s co-founder

05/17/2023

Praxis reports strong organic growth in 2022 year-end results

The Group took decisive steps on its strategy to grow revenue and achieve underlying EBITDA of £20m+ by 2025.

05/17/2023

Ralph Hamers Leaves UBS a Nice Parting Gift

Some 77 percent of UBS personal banking clients and 81 percent of corporate and institutional clients are using its digital offerings.

05/16/2023

GAM Bonuses Fall Victim to Takeover Plans

The decision is essentially a reflection of how quickly sales fell last year said CEO Peter Sanderson.

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