05/30/2022
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
Wealth and Asset Management
05/30/2022
LGT hunts for multi-asset PM in Zurich
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
05/30/2022
Credit Suisse's De Ferrari In First Interview as Wealth Management Head
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
05/26/2022
Schroders subsidiary buys UK financial advice firm
This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.
05/26/2022
Oldest private bank in Andorra merge their Israel-based asset management firm
The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.
05/26/2022
Wealth Management Firm Acquired by Irwin Mitchell Division
The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.
05/26/2022
The winners of the Private Banking Switzerland Awards have been announced!
HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.
05/26/2022
How Charles Stanley works with IFAs
When it comes to managing money, good relationships are vital. Here, two of Charles Stanley’s Investment Managers explain the importance of their dealings with Independent Financial Advisers.
05/25/2022
Schroders creates adviser net-zero guide
75% of IFAs report increase in number of clients asking for sustainable investment options
05/24/2022
Credit Suisse Private Banking Looks East
Credit Suisse hired the advisors to attract and service family offices, entrepreneurs, and ultra-high net worth individuals (UHNWIs), those with at least $30 million of investible assets.
05/24/2022
Schroders announced as a Founding Partner of Progress Together
The new body was launched by Lord Mayor of London Vincent Keaveny and the Economic Secretary to the Treasury, Minister John Glen at Mansion House in London.
05/24/2022
“I am not holding my breath for a soft landing”
Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.
05/24/2022
7IM’s revenue jumps 32% after lead generator buy
7IM’s revenue and AUM rose in 2021 after it acquired Findawealthmanager.com and London-based financial planning firm Partners Wealth Management in October 2020.
05/23/2022
White Paper: The Future of Fund Management
The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins
05/23/2022
HSBC Executive Suspended Over Climate Change Comments
Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong, Kirk wrote in one of the presentation slides at the event.
05/23/2022
Scotland’s wealth management sector moving to a greener future
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
05/23/2022
Saunderson House to move to restricted advice model
The acquisition saw Rathbones’ in-house financial planner numbers increase from 25 to 80
05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
Irish billionaires' wealth rose €16bn during the pandemic
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP
05/20/2022
Canadian advice tech firm enters UK market
This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.