03/17/2022
Tilney Smith & Williamson doubles Newcastle office
The group has provided Financial Planning to its clients, including families, business owners and charities, in Newcastle for over a decade.
Wealth and Asset Management
03/17/2022
Julius Baer Guernsey moves into its new purpose-built offices
Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.
03/16/2022
Bank of Cyprus recognised for asset management services
“Our clients are embracing our services, and as a result, we are continuously gaining momentum which is reflected in our results,” Kalogeris stated.
03/16/2022
ZEDRA completes acquisition
Staff joining ZEDRA will relocate to their renovated Luxembourg offices.
03/16/2022
Hong Kong Tycoon Sells UBS London Headquarters for £1.21 Billion
Li Ka-shing’s CK Asset Holdings Ltd. agreed to sell 5 Broadgate in London
03/16/2022
Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m
03/15/2022
Close Brothers reports half year results
Looking ahead, we are mindful of the highly uncertain external environment
03/15/2022
Wealth Management: Post pandemic client interaction: will digital remain the norm?
Business models rapidly evolved, and with them, client expectations.
03/15/2022
Brexit can’t topple London as the asset owners' champion
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
03/15/2022
Women take just as many investment risks as men
It is a matter of preconceived ideas, a reflection of a society that confines the sexes to specific roles, that is still very widespread in Switzerland.
03/15/2022
Credit Suisse CEO Signals Bank to Review Russia Wealth Business
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
03/15/2022
Verso Wealth Management acquires CDC, extending its presence to the North East
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
03/15/2022
Kendal-based wealth manager and IFA in business tie-up
Part of growth strategy
03/14/2022
LGT achieves significant rise in profit
LGT is well positioned to continue to achieve profitable growth in 2022.
03/14/2022
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
03/14/2022
Shard Capital Partners opens Jersey office
Shard Capital Partners has expanded it's discretionary asset management services to clients in Jersey.
03/11/2022
Schroder UK Alpha Plus Fund bolstered with two UK Equity Funds
The merger also means the Schroder UK Alpha Plus Fund will benefit from economies of scale, with the net asset value of the fund increasing to over £800m[1].
03/11/2022
Quilter stops third-party managers investing in Russia and Belarus
Used on firm's WealthSelect service
03/10/2022
Depledge Strategic Wealth Management achieves CISI accreditation
67 firms in UK
03/10/2022
Harsh Reality Dawns
The sanctions are only just starting to be implemented and we have yet to see the full force of the shock to the global economic system.