07/05/2022
M&G goes on recruitment drive to double adviser numbers
The business is also on the lookout for experienced advisers who have their own client banks.
Wealth and Asset Management
07/05/2022
UBS sublets London office ‘grey space’ as more staff work from home
Swiss bank has allowed two-thirds of 73,000 global employees to work flexibly permanently
07/04/2022
IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals
Objectway also got a very favorable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
07/04/2022
Private markets firm opens Swiss office to target wealth managers
Steffen Pauls said that having a physical presence in Zurich will help Moonfare build partnerships with wealth management firms in the region.
07/04/2022
LGT presses ahead with commitment to sustainability and joins three global initiatives
By becoming a member of three global bodies committed to climate, society and the environment, LGT Private Banking now takes another important step in its sustainability strategy.
07/04/2022
AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
07/04/2022
Titan Wealth adds £180mn to AUM with DFM purchase
The acquisition brings Titan Wealth’s total AUM to £5.2bn.
07/04/2022
Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022
The awards aim to highlight system suppliers' excellence within the UK financial services industry.
07/04/2022
Hawksford acquires two international businesses
The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.
07/01/2022
Tax ranking 2022: Schaffhausen climbs six places for private individuals; Valais and Jura become more attractive for companies
Credit Suisse publishes "Tax Monitor Switzerland" 2022
07/01/2022
Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
Accuro finalists of the STEP Private Client Awards 2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
Julius Baer reaches settlement in disclosed legacy litigation case
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
07/01/2022
Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
06/30/2022
Quilter launches two-year inclusion and diversity action plan
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Novia reports strong growth in 2021
Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.
06/30/2022
Schroders’ Engagement Blueprint wins influential sustainability award
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
Kingswood increases AUM/A to £6.8bn
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.