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Record partners with UBS unit to launch sustainable finance fund

Record shares were trading 2.6% higher in London

JTC Wins In Private Client Excellence Awards

The company’s commitment to becoming carbon neutral by the end of the year was also commended along with its charitable initiatives.

Gilbert’s AssetCo collects £30.9m to spend on M&A strategy

The litigation award stemmed from a Court of Appeal ruling against accountancy firm Grant Thornton after it was held liable for negligence when it failed to expose a fraud at AssetCo.

HSBC sole European bank in global top ten listing for tenth year running

HSBC is the only European bank in the global top ten list for the tenth year running, according to the latest rankings from The Banker.

Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder

The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal

UK wealth manager open to M&A talks with advice firms globally

It is already ‘in exclusive due diligence on two potential deals in two international markets’

How Raymond James is offering its radical employee plan

Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.

Digital Mindset Moves into Mainstream

Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda

Credit Suisse Takeover Fears Can Be a Good Thing

A deal would impose much-needed cultural change on the Swiss bank.

Liontrust merges away A-rated manager's European fund

Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.

Lombard Odier wins award for sustainable investment technology

This marks the third time Lombard Odier has won an award.

EY and Sionic named Europe’s top wealth management consultancies

EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.

Davy race narrows as Goodbody deal clears hurdle

US private equity firm Carlyle and Irish group Melior Equity Partners no longer in running

Accuro accredited as a STEP Platinum Employer Partner

Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation.

Value for money a priority for wealth managers’ clients

Lockdown has given customers the opportunity to scrutinise fees and charges

Advisers launch a tech revolution to tap the wider market

Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options

Ocorian acquires Nordic Trustee as it targets growth in fast-growing regional bond market

Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering

Cazenove Capital’s top talent celebrated in Spear’s 2021 Wealth Management Index

The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.

Credit Suisse could seek UBS merger after Greensill and Archegos scandals

The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.

Wealth managers need to hear diversity’s call

Companies take tentative steps to breaking traditional mould

Wealth and Asset Management